Co-Invest

Co-Invest: Transforming AI Assistants into Powerful Trading Terminals

In the evolving landscape of financial technology, Co-Invest emerges as a premier solution designed to bring advanced market data, high-quality analysis, and best-in-class trade execution directly into the interfaces of ChatGPT and Claude. By bridging the gap between frontier AI models and global markets, Co-Invest allows users to research, position, and trade without ever leaving their chat session.

What's Co-Invest?

Co-Invest is an innovative tool that puts a real trading account inside ChatGPT and Claude. It is built to leverage the intelligence of AI assistants to help users navigate complex markets. Whether you are asking about current market trends, sizing up a new position, or seeking a walkthrough of daily market movements, Co-Invest provides the infrastructure to place trades instantly.

Operating as an extension of the Liquid app, Co-Invest ensures that the same professional-grade orders you would send from a dedicated trading platform are available through a simple chat interface. Every trade is transparent, requiring a manual tap to confirm, ensuring the user remains in total control of their financial decisions.

Key Features of Co-Invest

Co-Invest is packed with features designed to provide a competitive edge to both retail and professional traders.

Superpowered Market Research

One of the standout capabilities of Co-Invest is its ability to perform deep market research. It doesn't just wait for questions; it proactively pulls data to provide a comprehensive view of the market.

• Signals: Gain access to positioning, funding rates, liquidation maps, and on-chain flow.
• Context: Get summarized news and macro headlines with the original source just one tap away.
• Conclusion: Receive clear trade ideas that include a specific direction, suggested size, and a readable rationale.

Multi-Asset Trading Capabilities

Co-Invest allows for a diversified approach to investing. Users can manage a wide variety of assets from a single prompt, including:

• Cryptocurrencies: 200+ crypto perps including BTC, ETH, and SOL.
• Equities: Major US stocks like Tesla, Apple, and Nvidia.
• Commodities: Essential assets like gold, silver, and oil.
• Pre-IPO Assets: Unique access to names like SpaceX, OpenAI, and Anthropic.
• Indices and FX: Major market indices and foreign exchange pairs.

Personalized Portfolio Management

With Co-Invest, users can ask for a balanced portfolio—such as a $2,000 basket across stocks and crypto—and the assistant will return positions sized specifically to the user's live balance.

• Personalized: Adjusts to risk tolerance and asset preferences.
• Editable: Before confirming, users can change trade sizes, set stop-losses, and define take-profit levels inline.
• One-Tap Execution: Send a whole basket of trades with a single tap.

Transparency and Honesty

Every pick generated by Co-Invest comes with "receipts." Each trade idea is backed by a named catalyst—such as earnings prints, central bank decisions, or ETF flow data—linked directly to the source. Most importantly, Co-Invest is programmed to be honest; if market catalysts are weak, the assistant will advise you to "sit on your hands" rather than forcing a trade.

How to Use Co-Invest

Setting up Co-Invest is designed to be a quick, one-minute process for both supported AI platforms.

How to Install Co-Invest in ChatGPT

1. Open the ChatGPT app directory.
2. Search for and open the Co-Invest app.
3. Hit Connect and approve access to your Liquid account.
4. Start a new chat with Co-Invest selected to begin researching markets or placing trades.

How to Connect Co-Invest to Claude

1. In Claude, Co-Invest acts as a custom connector.
2. Open Claude’s connector settings and click Add custom connector.
3. Name the connector Liquid.
4. Paste https://coinvest.liquid.trade as the server URL.
5. Hit Connect and sign in to your Liquid account.

Use Case Scenarios

Scenario 1: Daily Market Catalyst Scanning

A user asks, "What should I be paying attention to this week?" Co-Invest scans today's catalysts, looking at macro prints and earnings beats. It provides a list of tradeable ideas across stocks and crypto, each linked to a specific reason, helping the user stay informed without manual searching.

Scenario 2: Building a Monthly Portfolio

A user requests a balanced $2,000 portfolio to hold for the next month. Co-Invest analyzes market signals and suggests a sized basket of assets. The user can then review the suggested stops and take-profits, edit them if necessary, and confirm the entire portfolio in one go.

Scenario 3: Risk-Free Learning with Paper Trading

For those new to the platform, users can tell the assistant to switch to paper mode. This flips the account to a simulated balance using live market data, allowing the user to practice the workflow and test strategies without risking real capital.

Why Choose Co-Invest Over Alternatives?

Co-Invest offers several distinct advantages over traditional platforms like Coinbase or Robinhood:

• Lower Fees: Trading fees through Co-Invest and Liquid generally come in well under the competition, keeping more savings in the user's account.
• Better Models: By sitting on top of frontier AI like ChatGPT and Claude, the research quality of Co-Invest improves automatically as these models evolve.
• Non-Custodial Safety: Your funds sit in your own wallet, not on a Liquid server. The AI cannot move money, change settings, or place orders without your explicit confirmation.

FAQ

What is Co-Invest?

Co-Invest integrates a real trading account into ChatGPT and Claude, allowing for seamless market research and instant trade execution via the Liquid platform.

Can ChatGPT or Claude actually place real trades?

Yes, but only with your permission. Every trade appears as a confirmation card. You must tap Confirm to send the order or Cancel to discard it.

Can the AI move my money without asking?

No. The assistant can suggest trades and read your portfolio, but it has no authority to transfer funds or send orders without a manual tap from the user.

What can I trade through Co-Invest?

Users can trade everything available on Liquid, including 200+ crypto perps (BTC, ETH, SOL), US stocks (Tesla, Apple, Nvidia), commodities (Gold, oil), FX, and even pre-IPO names like SpaceX and OpenAI.

What does Co-Invest cost?

Co-Invest is free to use. Users only pay standard Liquid trading fees (which are lower than many competitors) and standard funding rates for holding perps. There are no subscription fees or hidden AI markups.

Can I try Co-Invest without risking real money?

Yes. By switching to paper mode, you can use a simulated balance against live market data to learn the workflow risk-free.