> ## 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.

# What is Co-Invest Agents?

> Co-Invest Agents is the AI agent inside the Liquid app: chat about markets and your portfolio, and add routines that run on a schedule.

Co-Invest Agents is the AI agent inside the Liquid app. Chat with it about markets and your portfolio, and add routines that keep working on a schedule while you are away.

> [!WARNING]
>
> **The assistant is in alpha phase.**
>
> The assistant has access to your position data, historical data for certain assets, Liquid global TP/SL, liquidation positioning, and external news sources. Always confirm the sources before making trading decisions. The assistant is not responsible for any loss of equity.

> [!NOTE]
>
> 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](https://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](https://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](https://docs.liquid.trade/co-invest/agents-routines.md).

**4. Decide whether routines may trade**

Report routines never place orders. To let trading routines place orders, turn on [Auto Trade](https://docs.liquid.trade/co-invest/agents-auto-trade.md) and set your limits.

## What it can do

> [card] [Routines](https://docs.liquid.trade/co-invest/agents-routines.md)
>
> Reports, market watches, and trade ideas on your schedule. Add one from a template in one click.

> [card] [Auto Trade](https://docs.liquid.trade/co-invest/agents-auto-trade.md)
>
> Let trading routines place orders within limits you set.

> [card] [Plans and credits](https://docs.liquid.trade/co-invest/agents-plans.md)
>
> 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

| You ask | What you get |
| - | - |
| "How risky is my portfolio?" | Your largest exposures and the biggest risks across your positions |
| "What moved the market today?" | News and notable signals for the markets you follow |
| "Give me three ideas for today." | Up to three ideas worth a look, each with its main risk |
| "Check BTC every morning at 9." | A new routine on that schedule |
| "Close my ETH position." | An order placed because you asked for it |

Each answered message uses one credit.

## What it looks at

| Signal | What the agent reads |
| - | - |
| News | Headlines and web search for the markets you hold |
| Market analysis | Price action, volume, and what is moving |
| Technical indicators | Indicator readings and alerts on your markets |
| Positioning | Smart-money flow and liquidation levels |
| Top traders | What leaderboard traders are holding |
| Prediction markets | Odds and order books on live events |
| Earnings | Upcoming company earnings for your markets |
| Tokenized stocks | Your spot holdings of tokenized stocks, next to your perps |
| Your portfolio | Positions, PnL, and open orders |

## 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](https://docs.liquid.trade/co-invest/connect-ai-assistant.md) 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.

## Cost

Every account starts with 100 free credits, which never expire. One credit covers one answered message or one routine run. See [Plans and credits](https://docs.liquid.trade/co-invest/agents-plans.md). Liquid [trading fees](https://docs.liquid.trade/trading/fees.md) are unchanged.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.