> ## Documentation Index > Fetch the complete documentation index at: https://docs.liquid.trade/llms.txt > Use this file to discover all available pages before exploring further. # Routines > Add routines that run on a schedule: portfolio reviews, market briefings, trade ideas, and trading within limits you set. A routine is a task [Co-Invest Agents](https://docs.liquid.trade/co-invest/agents.md) 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. | Template | Schedule | What you get | | - | - | - | | Morning portfolio review | Every day at 07:30 | Positions, PnL, open orders, and the biggest risks | | Weekly recap | Fridays at 18:00 | Your week: PnL and your best and worst trades | | Market briefing | Every day at 08:30 | News, notable signals, and up to three opportunities | | Midday signals | Every day at 12:30 | Setups on up to 5 markets you name | | Evening leaderboard | Every day at 19:00 | What top traders are holding | | Weekly playbook | Sundays at 18:00 | Scenarios for the week ahead | | Earnings week ahead | Mondays at 08:00 | This week's earnings that matter for your markets | | Afternoon opportunities | Every day at 16:30 | Up to three ideas worth a look, each with its main risk | ### Trading templates These templates place orders, and only while [Auto Trade](https://docs.liquid.trade/co-invest/agents-auto-trade.md) is on. | Template | Schedule | What it does | | - | - | - | | Daily signal trade | Every day at 09:00 | Checks signals and buys the suggested trade | | Weekly portfolio actions | Mondays at 09:00 | Analyzes your portfolio and executes the suggested actions | | Evening position check | Every day at 20:00 | Reviews your open positions and closes the ones the analysis flags | > [!WARNING] > > 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](https://docs.liquid.trade/co-invest/agents.md). 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. | Goal | Example prompt | | - | - | | Portfolio report | "Every day at 07:30, review my portfolio: positions, P\&L, open orders and the biggest risks. Report only, never place orders." | | Market briefing | "Every day at 08:30, send a market briefing: news, notable signals and up to three opportunities. Report only, never place orders." | | Watch markets you name | "Every day at 12:30, check setups on up to 5 markets I name. Ask me which markets first. Report only, never place orders." | | Manage open positions | "Every 15 minutes, check my open positions against signals and news. Open, close, or adjust positions when the analysis calls for it, within my Auto Trade limits." | A routine that runs every 15 minutes needs the Pro plan. See [Plans and credits](https://docs.liquid.trade/co-invest/agents-plans.md) for the fastest schedule on each plan. > [!TIP] > > 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 | Status | What it means | | - | - | | Active | The routine runs on its schedule | | Running now | A run is in progress | | Paused | The routine does not run until you resume it | | Paused for budget | The routine is paused until you have credits for it | ## Limits Your [plan](https://docs.liquid.trade/co-invest/agents-plans.md) 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. | If you see | What to do | | - | - | | "You've reached your plan's routine limit." | Pause or delete a routine, or change your plan | | "That schedule is faster than your plan allows." | Pick a slower schedule, or change your plan | | "You're out of credits." | Add credits by changing your plan | This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.