Co-Invest

Product Introduction

1. Definition: Co-Invest is a trading integration and AI assistant connector developed by Liquid. It functions as a bridge, embedding a full-featured, real-money brokerage account directly into large language model interfaces like ChatGPT and Claude, transforming conversational AI into a real-time trade execution platform.
2. Core Value Proposition: Co-Invest eliminates the traditional separation between market research and trade execution by allowing users to research, analyze, and place live trades on 500+ global markets—including crypto, equities, FX, commodities, and prediction markets—using plain language commands within their existing AI chat workflow, 24/7.

Main Features

1. In-Chat Trade Execution & Management: This feature allows users to initiate and confirm trades entirely within the AI chat interface. How it works: After a user requests a trade in natural language (e.g., "Open a 2x long on ETH with a stop at $3000"), Co-Invest generates a detailed confirmation card showing symbol, direction, size, collateral, entry price, stop-loss, and take-profit levels. The trade is only placed after the user taps "Confirm," ensuring full human oversight. The technology uses Liquid's secure API and authentication layer to connect the AI session to the user's Liquid account.
2. Multi-Asset Market Coverage & Execution: Co-Invest provides access to a diverse range of tradeable instruments from a single conversational prompt. How it works: Users can request analysis or orders across 200+ crypto perpetuals (BTC, ETH, SOL), US equities and ETFs (NVDA, TSLA, AAPL), major FX pairs, commodities (gold, oil), and even pre-IPO private market shares (SpaceX, OpenAI, Anthropic). The system supports both long and short positions with optional leverage, and orders are executed against Liquid's liquidity.
3. On-Chain Signal Integration & AI-Powered Research: Co-Invest surfaces professional-grade data points directly into the AI's context for informed decision-making. How it works: The system pulls and analyzes real-time on-chain signals (wallet activity, funding rates, liquidation maps, order flow) and macro data (news catalysts, earnings reports, economic prints). The AI synthesizes this data into actionable conclusions, such as identifying a "defined-risk 2x long" based on funding rates and secondary market bids, and presents it within the chat.
4. Natural Language Portfolio Construction: This feature enables users to build and manage diversified portfolios through conversational commands. How it works: A user can prompt the AI to "build a balanced $2,000 portfolio" for a specific thesis. Co-Invest will propose a basket of trades across different assets (e.g., 50% AI equities, 25% gold, 25% pre-IPO AI) with specific sizing. The entire basket is presented for approval, and users can adjust individual components inline before confirming all trades with a single tap.
5. Paper Trading Mode: For risk-free learning and strategy testing, Co-Invest offers a simulation environment. How it works: Users can instruct the AI to "switch to paper mode," which flips their account to a simulated balance that trades against live market data. This allows users to practice workflows, test trade ideas, and understand the platform's functionality without risking real capital, before seamlessly switching back to live trading.

Problems Solved

1. Pain Point: The traditional fragmented trading workflow requires switching between multiple applications—a news source for research, a charting platform for analysis, and a separate brokerage app for execution. Co-Invest solves this by unifying research, analysis, and execution into a single, conversational interface.
2. Target Audience: The primary audience includes active retail traders and crypto-native investors who are already comfortable using AI tools for analysis. It specifically targets AI-powered traders who want to leverage LLMs for market insights and social/copy traders who value transparent, source-linked trade ideas. It also serves portfolio managers looking for efficient, multi-asset execution tools.
3. Use Cases: Co-Invest is essential for scenarios like: 1) Real-time catalyst trading, where a user asks "What's moving this week?" and receives linked, tradeable ideas (e.g., a Tesla short on a delivery miss). 2) Prompt-driven portfolio rebalancing, where an investor says "Adjust my portfolio to be more defensive," and the AI proposes and executes the necessary trades. 3) Educational trading, where a novice uses paper mode to learn how on-chain funding rates impact crypto perp pricing within a live environment.

Unique Advantages

1. Differentiation: Unlike traditional brokerage apps (Robinhood, Coinbase) or AI research tools (standard ChatGPT), Co-Invest directly integrates trade execution into the AI chat itself. Competitors may offer market data within plugins, but Co-Invest provides a two-way, authenticated connection to a live brokerage account, enabling not just analysis but instant, confirmed order placement. Its fee structure is explicitly positioned as cheaper than major competitors like Coinbase and Robinhood for comparable products.
2. Key Innovation: The core innovation is the context-aware trade confirmation card and the seamless handoff between AI suggestion and user confirmation. This maintains security (all trades require user tap-to-confirm) while leveraging the AI's ability to pull complex, multi-source data (on-chain metrics, news sentiment, macro calendars) and synthesize it into a simple, actionable trade recommendation with a clear rationale, all within a single message thread.

Frequently Asked Questions (FAQ)

1. Can ChatGPT or Claude actually place real trades for me through Co-Invest? Yes, but only with explicit confirmation. Co-Invest connects your Liquid account to the AI, allowing it to generate precise trade orders based on your instructions. However, every single order—whether a trade, stop-loss adjustment, or portfolio rebalance—requires you to tap a "Confirm" button on a detailed confirmation card before it is executed. The AI cannot move funds or place trades unilaterally.
2. What types of markets can I trade with Co-Invest in ChatGPT or Claude? Co-Invest provides access to over 500 markets, including cryptocurrency perpetual futures (BTC, ETH, SOL), US equities and ETFs (Tesla, Nvidia, S&P 500 ETF), major forex pairs (EUR/USD, USD/JPY), commodities (gold, silver, crude oil), and pre-IPO private market shares (SpaceX, OpenAI, Anthropic). This allows for cross-asset diversification from a single AI chat.
3. How do the trading fees and costs for Co-Invest compare to using an app like Coinbase or Robinhood directly? Co-Invest itself is free to use. You pay the standard Liquid trading fees, which are generally lower than the fees charged by retail competitors like Coinbase or Robinhood on similar crypto and equity products. There are no additional subscriptions, AI surcharges, or hidden markups in the spread for using the chat-based interface.
4. Is my money safe, and can the AI access my funds without permission? Your funds remain in your own Liquid wallet and are not held by Co-Invest or the AI. The system's permissions are read-only for portfolio data and can only propose transactions. No money can be transferred, withdrawn, or traded without you physically tapping "Confirm" on each action. The worst-case scenario is the AI suggesting a trade you dislike, which you can simply ignore or dismiss.
5. How does the "paper trading" mode work, and can I switch between it and real trading? To use paper mode, simply tell the AI assistant to "switch to paper trading" or "enable paper mode." Your account will instantly switch to a simulated balance that mirrors live market prices, allowing you to practice placing trades and testing strategies risk-free. You can switch back to live trading at any time with a command like "go live" or "disable paper mode," and your account will revert to handling real funds.