Co-Invest Agents is rolling out gradually. If you don’t see it in your app, it isn’t enabled for your account yet.
Open Co-Invest Agents
Open app.liquid.trade/agents on web, or use it in the Liquid app on iPhone and Android.Get started
1
Open Co-Invest Agents
Go to app.liquid.trade/agents, or open Co-Invest Agents in the Liquid app.
2
Ask a question
Try “How risky is my portfolio?” The agent reads your positions, PnL, and open orders before it answers.
3
Add your first routine
Choose Add Routines and press Add on a template, such as Morning portfolio review. See Routines.
4
Decide whether routines may trade
Report routines never place orders. To let trading routines place orders, turn on Auto Trade and set your limits.
What it can do
Routines
Reports, market watches, and trade ideas on your schedule. Add one from a template in one click.
Auto Trade
Let trading routines place orders within limits you set.
Plans and credits
Start with 100 free credits. Paid plans add credits, routines, and faster schedules.
- Chat and research: ask about markets, news, and your portfolio in plain language.
- Routines: tasks the agent repeats on a schedule. Each routine posts its results in its own conversation.
- Auto Trade: trading routines place orders only inside limits you set. Auto Trade is off until you turn it on.
- Notifications: routine results arrive as notifications. A run with nothing to report sends nothing.
Things to ask in chat
Each answered message uses one credit.
What it looks at
Paper and Live mode
In Paper mode, routines trade a simulated account, so you can watch how a routine behaves before it trades live. In Live mode, any orders are real. A routine’s mode is set when you create it: new routines use the mode you are in at that moment.How it differs from Co-Invest in your AI assistant
Co-Invest in your AI assistant connects Liquid to the assistant you already use, such as Claude or ChatGPT. Co-Invest Agents runs inside the Liquid app, keeps working on a schedule while you are away, and sends you each routine’s results.Before you rely on it
- Check the sources. Answers and routine results draw on market data and external news. Confirm the sources before you make a trading decision.
- Start in Paper mode. Watch how a routine behaves on a simulated account before it trades live.
- Keep limits small at first. In Live mode, orders placed by routines are real.
- You stay responsible for your trades. See the alpha notice at the top of this page.