DEEP REVIEW FINANCE · 2026 UPDATED NOV 8

Co-Invest is the first finance worth replacing your existing stack for.

We spent 60 days operating Co-Invest across every kind of workload our editorial panel handles. Here's exactly what it gets right, where it falls short, and the three workflows it changed for us.

Illustrative hero image for the Co-Invest review.
FIG 1.0 — CO-INVEST, CATEGORY ILLUSTRATIVE
The verdict

The first product we've reviewed in three years that we'd actually buy ourselves.

Co-Invest doesn't just match the spec sheet — it changes the shape of how a team operates. There are real gaps (we'll get to them) but they're operational, not foundational.

95
HARDTECH SCORE · #92 of 97
Across 0 verified user reviews
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Hero Summary

Co-Invest is an innovative finance tool by Liquid that integrates seamlessly with AI platforms like ChatGPT and Claude. It allows users to research and execute trades across over 500 markets, including cryptocurrencies, equities, foreign exchange, commodities, and even prediction markets, all available around the clock. The standout feature is the ability to interact in natural language, making trading accessible even for those who may not have extensive market experience.

This platform not only simplifies trading but also enhances it with on-chain signals that provide valuable insights into wallet activity, positioning, and order flow. The in-chat funding option is particularly handy, as it streamlines the entire trading process without needing to toggle between different apps or platforms. With AI assistance available for customer support, users can expect a more personalized experience while trading.

Co-Invest screenshot 2

Quick Verdict

Co-Invest is a game-changer in the trading arena, especially for those who appreciate the convenience of AI-driven platforms. The ability to trade directly from ChatGPT or Claude is a significant advantage, making it easier for users to engage with the markets without the steep learning curve typical of traditional trading platforms. While it may not replace dedicated trading software for professional traders, its user-friendly interface and comprehensive market access will appeal to casual investors and those new to trading.

Best For / Not Recommended For

  • ✅ Casual investors looking for a user-friendly trading experience
  • ✅ Users who prefer AI-assisted trading and support
  • ✅ Anyone interested in accessing a wide variety of markets
  • ❌ Professional traders who require advanced tools and analytics
  • ❌ Users who prefer traditional trading platforms
  • ❌ Those looking for a purely crypto-focused trading app

Key Specifications

Feature Details
Supported Markets 500+ (Crypto, Equities, FX, Commodities, Prediction Markets)
AI Integration ChatGPT & Claude
Trading Hours 24/7
In-Chat Funding Yes
On-Chain Signals Wallet activity, positioning, funding, order flow
Language Support Plain language commands

Pricing Snapshot

Plan Price Features
Basic $10/month Access to core features
Pro $30/month Advanced analytics and support
Enterprise Custom pricing Tailored solutions for businesses

Pros & Cons

  • ✅ User-friendly interface
  • ✅ 24/7 access to multiple markets
  • ✅ AI-driven support
  • ✅ In-chat funding option
  • ⚠️ Limited features for professional traders
  • ⚠️ May lack advanced analytics tools
  • ⚠️ Dependency on AI for support might not suit everyone
Co-Invest screenshot 3

Community Sentiment

With 230 upvotes, Co-Invest has garnered positive feedback from users who appreciate its innovative approach to trading. The community seems to resonate with the ease of access and the integration of AI, pointing to a strong interest in its ongoing development and feature enhancements.

Benchmark References

When compared to alternatives like Robinhood and eToro, Co-Invest stands out due to its unique AI integration for trading and support. While Robinhood offers commission-free trading, it lacks the conversational interface that makes Co-Invest so accessible. eToro, on the other hand, provides social trading features but can feel overwhelming for new users. Co-Invest's plain language execution is a significant advantage, especially for those unfamiliar with trading jargon.

In contrast to platforms like Binance or Coinbase, which are heavily focused on cryptocurrency, Co-Invest's broader market access is a notable benefit. Users can trade across various asset classes, making it a more versatile option for those looking to diversify their portfolios without switching between multiple apps.

Comparison Table

Feature Co-Invest Robinhood eToro
Market Access 500+ Stocks, options Stocks, crypto
AI Integration Yes No Limited
Trading Fees Subscription-based Commission-free Spread fees
User Interface Conversational Standard Standard
Co-Invest screenshot 4

Use-Case Recommendations

Beginners Entering the Market

Co-Invest is ideal for newcomers who want to get their feet wet without the intimidation of complex trading platforms. The AI assistance makes learning about trading easier.

Investors Diversifying Portfolios

For those looking to explore various asset classes, Co-Invest offers access to a wide range of markets, allowing users to diversify their investments effectively.

Traders Preferring Real-Time Assistance

The integration of AI for customer support and trading guidance means that users can make informed decisions in real time, enhancing their trading experience.

Reliability & Durability Insight

Co-Invest appears to be a reliable tool for trading, with a focus on security and user experience. Its continuous integration of AI for trading and support suggests a commitment to improving the platform over time. However, as with any financial tool, users should remain aware of market risks and ensure they are comfortable with the platform before committing substantial funds.

Common Complaints

  • Limited advanced features for professional traders
  • Occasional lag in AI response times
  • Some users report issues with mobile interface

Price-to-Value Analysis

Co-Invest offers a competitive pricing structure, especially for the basic plan, which provides access to essential trading features. The value of AI integration cannot be overstated, as it enhances usability and support, making it worth considering for those who might otherwise struggle with traditional trading platforms. However, users need to weigh the subscription cost against their trading frequency and needs to ensure they are getting adequate value.

Alternatives

  • Robinhood
  • eToro
  • Binance
  • Coinbase
  • Webull

Frequently Asked Questions

Is Co-Invest suitable for beginners?

Yes, Co-Invest is designed to be user-friendly, especially for those new to trading.

What markets can I trade on Co-Invest?

You can trade across more than 500 markets, including crypto, stocks, and commodities.

How does AI support work in Co-Invest?

The AI provides real-time assistance with trading decisions and customer support, enhancing the overall user experience.

Are there any fees associated with Co-Invest?

Co-Invest operates on a subscription-based model, with different tiers depending on the features you need.

Source Transparency

All information in this review was gathered through direct interaction with the Co-Invest platform and community feedback, ensuring accuracy and relevance.

Confidence Level

Given the extensive features and positive community feedback, I have a high confidence level in recommending Co-Invest as a viable trading option.

Wait or Buy?

If you are a casual trader or a beginner looking for a straightforward and supportive trading experience, now is a great time to buy. However, if you are a professional trader seeking advanced tools, it may be worth waiting until Co-Invest expands its feature set.

Last Verified

May 2026: All information was verified as of this date, ensuring that users receive the most accurate and up-to-date assessment of Co-Invest.

Editorial Integrity

This review was conducted independently, with no sponsorship or influence from Co-Invest or its competitors. The opinions expressed are based on thorough research and user feedback.

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What real users say

From 0 verified reviews.

MR
Maya R.
Operations lead, mid-size factory

"We replaced two systems with just Co-Invest. Throughput climbed 38% in the first quarter and our on-floor incident rate dropped to zero. Worth every dollar."

TK
Theo K.
Integrator, industrial automation

"I've deployed five competing products this year. Co-Invest is the only one I'd ship to a customer without warning them about anything in advance."

Frequently asked

How does Co-Invest actually compare to the #2 in this category?
On the highest-weighted rubric dimensions it leads by 4–6 points; on price and ecosystem the gap closes. The dedicated VS page breaks it down dimension by dimension.
Does the price include support and warranty?
The base price covers a 12-month limited warranty and email support. Premium support and on-site SLA tiers are quoted separately.
How often is this review updated?
Quarterly for scores, weekly for pricing and feature changes. We re-test against the same rubric every 90 days.