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A routine is a task Co-Invest Agents repeats on a schedule, such as a morning portfolio review or a daily market briefing. Each routine posts its results in its own conversation.

Add a routine

1

Open Add Routines

In Co-Invest Agents, choose Add Routines.
2

Pick a template

Press Add on a template. The routine is created at once with its schedule.
3

Or describe your own

Ask in chat. Describe what to run and when, for example “check BTC every morning at 9”, and the agent sets the routine up.
The confirmation message tells you the schedule and your time zone. Times are in your time zone.

Templates

There are 11 templates: 8 reports and 3 trading routines. Report routines never place orders.

Trading templates

These templates place orders, and only while Auto Trade is on.
In Live mode, orders placed by trading routines are real. The assistant is in alpha phase: always confirm the sources before making trading decisions. See the alpha notice.
Routines can trade perpetual markets on Liquid, including crypto and stock markets, and prediction markets.

Write your own routine

Describe what to run and when. Say whether the routine may place orders. Each template also has Copy prompt, so you can start from its wording and change it. A routine that runs every 15 minutes needs the Pro plan. See Plans and credits for the fastest schedule on each plan.
End a report prompt with “Report only, never place orders.” This is the wording the report templates use.

Schedules

A routine runs in one of three ways:
  • Every N minutes or hours. Your plan sets the fastest interval.
  • Daily at a time, on the days you pick. No days selected means every day.
  • Once, at a date and time.

Results and notifications

Each run posts in the routine’s own conversation, and you get a notification. A run with nothing to report sends nothing.

Manage your routines

Open Manage Co-Invest Agents to see your routines, credits, and plan. For each routine you can:
  • Pause or Resume it.
  • Edit its name, instructions, and schedule. A schedule repeats every N minutes or hours, or daily at a time on the days you pick.
  • Delete it. A deleted routine stops and can’t be restored.
Each routine shows whether it runs in Paper or Live mode. The mode is set when the routine is created.

Routine status

Limits

Your plan sets how many routines can be active and how often a routine can run. If all your active routines are in use, a new routine is added paused. Each routine run uses one credit.