For the complete documentation index, see llms.txt. This page is also available as Markdown.

What is Co-Invest?

Co-Invest is Liquid's AI trading analyst and MCP server. Connect it to Claude, ChatGPT, Grok, Meta Muse, iMessage, or Chrome to research markets and place trades you confirm.

Co-Invest is Liquid's AI trading analyst. It puts a real Liquid trading account inside the AI assistant, messaging app, or browser you already use. Ask it what's moving and why, get a read on your portfolio, and have it propose trades on crypto, stocks, commodities, FX, and prediction markets. Every order ends in a Confirm or Cancel step that you control.

Co-Invest is delivered as an MCP (Model Context Protocol) server hosted at https://coinvest.liquid.trade. Any MCP-compatible client can connect to it, and Liquid also runs Co-Invest natively inside the app, over text, and in Chrome.

Which Co-Invest Is Right for You?

Co-Invest comes in three modes, from fully manual to fully automated. Pick the one that matches how much control you want to keep.

Mode
How trades execute
Best for

Co-Invest in your AI assistant (Claude, ChatGPT, Grok, Meta Muse)

Every order requires your manual confirmation. Nothing executes until you tap Confirm.

The safest way to use Co-Invest. Research, portfolio reviews, and trades you approve one at a time.

Co-Invest iMessage

You text Co-Invest and reply CONFIRM to execute.

Trading from your phone with no app open. Same confirmation model, delivered over iMessage, SMS, or WhatsApp.

Co-Invest Computer

Runs a strategy you define inside an agent harness, within risk limits you set.

The best fully automated approach: scheduled, hands-off execution for traders who want an agent working a plan around the clock.

If you are new to Co-Invest, start with your AI assistant or iMessage in paper mode. Move to Co-Invest Computer once you have a strategy you trust and limits you are comfortable with.

Where You Can Use Co-Invest

Surface
Best for
Setup guide

Claude (claude.ai, Claude Desktop, Claude Code)

Deep research and trade planning in chat

ChatGPT

Trading from the ChatGPT app directory

Grok (Grok Bot)

xAI's agent with your trading account

Meta Muse

Meta's personal agent, alongside email and calendar

iMessage, SMS, WhatsApp

Trading from your phone's messages, no app required

Chrome extension

One-tap trades on tickers mentioned on X, Reddit, CNBC, Bloomberg, TradingView

Co-Invest Computer

Autonomous, goal-driven agents in Claude Code, Codex, Cursor, Hermes

Cursor, Codex, Gemini CLI, Windsurf, custom agents

Developers and power users

Liquid app

Built in, no setup

Tap the Co-Invest icon in the app

What Co-Invest Can Do

You don't need to memorize commands. Describe what you want in plain language and Co-Invest picks the right capability.

Research (read-only)

  • Analyze any market: live price, funding rate, open interest, and proprietary positioning data such as whale exposure by size tier, behavioral cohorts, and liquidation clusters.

  • Search markets across crypto, stocks, commodities, FX, indices, and prediction markets.

  • News with sources, cross-referenced against positioning to find catalysts.

  • Technical indicators for any symbol and interval.

  • Leaderboard and positioning pulse: what top Liquid traders hold and the day's biggest positioning themes.

  • Read links: paste an X post or article and Co-Invest reads it.

Your account (read-only)

  • Balance, equity, margin, and every open position with live PnL.

  • Resting limit orders and take profit / stop loss triggers.

  • Transaction history, leaderboard rank, and referral stats.

Actions (always behind a confirmation)

  • Trades: long or short, market or limit, with optional multiplier and attached take profit / stop loss. Single trades or a basket of several at once.

  • Position management: add, change, or remove TP/SL, adjust leverage, or close positions, one or all.

  • Cancel orders.

  • Prediction market orders: take a Yes or No side on event contracts and close later.

  • Deposits and conversions: generate a deposit address, open a card onramp, or convert between balances.

  • Portfolio plans: multi-position allocation plans based on your risk tolerance and preferred asset classes, proposed as a batch you confirm in one tap.

Visuals (rendered inline where the client supports it)

  • Price charts, order book depth, a sortable market overview, and a portfolio breakdown.

How Trades Are Confirmed

When Co-Invest proposes a trade, it shows a confirmation card with the symbol, direction, size, multiplier, any take profit or stop loss, and a short note on why. Tap Confirm to send the order to Liquid, or Cancel to throw it away. Batches work the same way: even when Co-Invest suggests five trades at once, one explicit tap from you places them.

The same rule applies to everything that changes account state: modifying TP/SL, changing leverage, and closing positions all show you exactly what will happen before anything is sent. Proposals are sanity-checked, so a stop loss at or past your liquidation price is rejected instead of placed.

Permissions and Safety

Connecting Co-Invest uses standard OAuth. You sign in to Liquid in your browser, and your password never passes through the assistant. The connection grants two things:

  • Read: market data, portfolio, and account state.

  • Trade: placing and managing orders that you confirm.

What the connection can never do: withdraw or transfer funds out of your wallet, change your account settings, or send an order without your confirmation. Liquid is non-custodial, so your funds stay in a wallet only you control. Revoke access at any time from your Liquid account settings.

Paper Mode

Say switch to paper mode to get a simulated $10,000 balance running against live market data. Every reply is labeled as simulated, and no order reaches the exchange until you say go live. See Paper Trading.

Markets You Can Trade

Everything on Liquid: 200+ crypto perps including BTC, ETH, and SOL; US stocks like Tesla, Apple, and Nvidia; commodities like gold, silver, and oil; the major FX pairs; indices; pre-IPO names like SpaceX, OpenAI, and Anthropic; and prediction markets. Long or short, with multipliers when you want them.

Fees and Limits

Co-Invest is free. There is no subscription, no AI surcharge, and no spread markup. You pay standard Liquid trading fees plus funding on any perp position you hold. Orders placed through Co-Invest need at least $15 of collateral; with leverage, the minimum position scales with the multiplier ($15 at 5x is a $75 position).

Prompts Worth Knowing

Say this
What happens

What's the setup on SOL right now?

Price, funding, positioning, and whale activity in one analysis

What's most crowded long right now?

A positioning read across the most one-sided markets

Give me five trade ideas from today's news

News-driven ideas with named catalysts and source links

Compare BTC, ETH, and SOL

Side-by-side price, funding, and positioning

How's my portfolio doing?

Balances, open positions, and live PnL

Build me a portfolio plan

A multi-trade basket sized to your preferences, behind one confirmation

Move my BTC stop to break-even

Modifies the open position after you confirm

Close everything

Batch close of all open positions, still behind a confirmation

Show me my deposit options

Card onramp, transfer from another app, or a deposit address

Troubleshooting

Symptom
Fix

The assistant doesn't seem to know about Co-Invest

Check it is attached or toggled on for the current chat, then start a new conversation

The connector won't add

Re-enter the URL with no trailing slash: https://coinvest.liquid.trade. Both that address and https://coinvest.liquid.trade/mcp work

The consent screen shows an unverified-app warning

Expected for less common MCP clients. Read what you're approving; if anything looks off, connect from Claude or ChatGPT instead

"Trading not enabled" on your first trade

The account isn't funded yet, or the trading key hasn't been approved. Co-Invest detects which and walks you through it, or say "enable trading"

Order rejected for insufficient balance

Ask "how much can I trade?" to see free collateral, then deposit or reduce size

Not sure whether a trade was real

Ask "am I paper trading?" Paper responses are always labeled as simulated

Need help? Join Discord, our primary support channel, or email customer-support@liquid.trade.

Trading leveraged products involves substantial risk of loss. Nothing here is investment advice.