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Co-Invest Review

Co-Invest integrates real trading capabilities into ChatGPT and Claude, allowing users to research markets, place trades, and manage portfolios across crypto, stocks, commodities, and FX.

shipped Jun 3, 2026researchfreemium
Domain rating51
research
Co-Invest - AI tool for invest. Professional illustration showing core functionality and features.

Why it matters

1Integrates directly with ChatGPT and Claude for in-chat trading.
2Supports trading across over 500 markets, including crypto, stocks, commodities, and FX.
3Requires explicit user confirmation for every order placed via chat.
4Developed by Liquid, which processed over $3 billion in trading volume across 40,000 users.

Stork’s verdict on Co-Invest

Co-Invest offers real trading capabilities directly in chatbots, but requires a Liquid trading account, limiting its universal appeal.

Co-Invest reviewed by Stork AI · stork.ai/en/co-invest

Specs

API Docs

View Documentation →

API Available

Yes, public API

overview

What is Co-Invest?

Co-Invest is a chat-based trading agent tool developed by Liquid that enables investors and traders to research markets, generate trade ideas, size positions, and execute trades directly within AI assistants like ChatGPT and Claude. It connects a user's Liquid trading account to these AI platforms, requiring explicit user confirmation for every order placed. Launched in May 2026, Co-Invest aims to provide a professional-grade investing workflow within conversational AI interfaces, offering access to real-time market and on-chain data.

features

Key Features of Co-Invest

Co-Invest provides a comprehensive suite of features designed to facilitate AI-powered trading and market analysis directly within conversational interfaces. These capabilities streamline the investment process from research to execution.

  • Integrates real trading capabilities into ChatGPT and Claude.
  • Enables market research directly within AI chatbots, including on-chain intelligence.
  • Generates trade ideas with named catalysts and source links.
  • Calculates position sizing based on portfolio balance, risk preferences, margin, and asset historical volatility.
  • Facilitates confirmed trade execution across crypto perpetuals, US stocks, ETFs, commodities, major FX pairs, and selected pre-IPO names.
  • Manages baskets of trades with editable stop-losses and take-profits before confirmation.
  • Offers a paper mode for simulated trading without real capital.
  • Requires explicit user confirmation for every order placed via chat, enhancing security.

use cases

Who Should Use Co-Invest?

Co-Invest is designed for a specific demographic of investors and traders who leverage AI for financial decision-making and execution. Its integration with leading LLMs caters to users seeking efficiency and advanced analytical capabilities.

  • Individuals managing investments via AI chatbots who seek a streamlined workflow for research and execution.
  • Traders managing opportunities across multiple markets (crypto, stocks, commodities, FX) who require AI assistance for idea generation and position sizing.
  • AI-native users who prefer to conduct financial activities within conversational AI assistants like ChatGPT and Claude.
  • Investors desiring professional-grade investing workflows, including superior information, faster data processing, and precise execution.

pricing

Co-Invest Pricing & Plans

Co-Invest operates on a freemium model, providing full access to its platform and trading capabilities without a subscription fee. This approach aims to make advanced AI-powered trading accessible to a broad user base.

  • Co-Invest: Free (Access to Co-Invest platform, Trading capabilities via chat, No subscription, no AI surcharge, no hidden markup)

Similar Tools

Co-Invest vs Competitors

Co-Invest distinguishes itself in the market by offering direct, multi-asset trading integration within external large language models like ChatGPT and Claude. This positions it uniquely against other AI-powered financial tools.

1
Robinhood Agentic TradingOn Stork

Allows AI agents to execute trades on a customer's behalf through a dedicated virtual card with user-set spending limits and confirmation.

Similar to Co-Invest, it enables AI-driven trade execution via an agent with confirmation steps. However, it is a feature within an existing brokerage platform rather than a standalone AI tool integrating with external LLMs like ChatGPT/Claude, and uses a virtual card for execution.

2
Gemini Agentic Trading↗

Enables AI models to connect directly to exchange accounts for trading.

Directly comparable to Co-Invest in allowing AI models to execute trades by connecting to exchange accounts. It is a feature of the Gemini platform, whereas Co-Invest integrates with external LLMs like ChatGPT and Claude.

3
MoonPay↗

Offers a ChatGPT integration specifically for crypto purchases.

This is a direct chatbot integration for trading, similar to Co-Invest's chat-based execution. However, MoonPay's integration is currently focused on crypto purchases, while Co-Invest supports a broader range of asset classes including crypto, stocks, commodities, and FX.

4
MagnifiOn Stork

Provides an AI-powered investing platform with unlimited chats for searching, comparing, and trading ETFs, stocks, and mutual funds.

Magnifi offers a dedicated AI platform for conversational investment research and trading across multiple asset classes, akin to Co-Invest's chat-based approach. Unlike Co-Invest's explicit integration with ChatGPT/Claude, Magnifi leverages its 'very own AI platform' for these interactions.

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