Observed Signal · May 31, 2026 · Product Launch · Source: Linas Newsletter · Impact: 3/5 · Sentiment: Positive
Liquid Co‑Invest Turns ChatGPT into an AI Broker
Liquid Co‑Invest, founded by ex‑Two Sigma quant Franklyn Wang, has launched a ChatGPT App Store plugin and an Anthropic Claude connector that convert conversational prompts into end‑to‑end trading workflows. The product supports execution across 500+ markets (crypto perpetuals, US equities, FX, commodities, prediction market and pre‑IPO secondaries), is non‑custodial (requires user confirmation to move funds), and integrates with trading venues including Hyperliquid, Lighter, and Ostium. Separately, Catena Labs — founded by Circle co‑founder Patrick Neville — raised a $30M Series A (Acrew Capital and a16z crypto) and had the OCC accept its filing for a national trust bank charter (Catena Trust Bank, N.A.) designed to custody AI agents’ assets and settle agentic payments. The newsletter highlights both the rapid productization of agentic finance and the emerging regulatory test around AI agents managing money.
Converts conversational LLM interfaces into live execution paths and shows regulators engaging with AI agent custody — a meaningful step toward agentic finance that could reconfigure distribution and custody roles in capital markets.
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Key Takeaways & Evidence Grounding
- Liquid Co‑Invest, built by ex‑Two Sigma quant Franklyn Wang, launched a ChatGPT App Store plugin and a Claude connector to turn conversations into live trading workflows.
- Liquid supports execution across over 500 markets (crypto perpetuals with leverage, US equities, FX, commodities, Polymarket positions, pre‑IPO secondaries) and is available in all 50 US states.
- Liquid is non‑custodial: user funds remain in the user's wallet and trades require explicit user confirmation via confirmation cards.
- Catena Labs emerged from stealth with a $30M Series A led by Acrew Capital and a16z crypto (total funding $48M), and the OCC accepted its filing for a national trust bank charter for Catena Trust Bank, N.A.
- Catena Trust Bank, N.A. is proposed as a limited‑purpose trust company for custody, conversion, and settlement for fiat, stablecoins, and digital assets to enable AI agents to custody and manage assets under federal supervision.
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Anthropic launches Claude for Financial Advisors
Anthropic launched 'Claude for Financial Advisors', a plugin for its agentic desktop 'Cowork'. It bundles MCP connectors to systems like Schwab, BlackRock, Addepar, and Orion, with pre-built skills for meeting prep, post-meeting notes, and compliance screening. This launch follows OpenAI's 'ChatGPT for Financial Services' by four days, but the two products target different buyers and take opposite data approaches. Anthropic queries client systems via MCP, keeping data on custodian servers, while OpenAI licenses and hosts premium datasets. Distribution also differs: Anthropic partners with Schwab and BlackRock for RIAs, while OpenAI works with Morgan Stanley and Evercore for trading floors. The article discusses the broader strategy behind ClaudeOS, role-based AI packs, and the evolving competitive landscape.
OpenAI Adds Personal Finance to ChatGPT, Threatens FinTech
OpenAI has integrated personal finance features into ChatGPT by connecting the assistant to 12,000 banks and brokerages, enabling conversational answers grounded in users' real transaction, investment and liability data. The capability is powered by GPT-5.5 and includes connections to institutions such as Chase, Fidelity, Schwab, Robinhood and American Express. The move positions ChatGPT as a centralized financial context layer for hundreds of millions of users, potentially displacing standalone fintech apps (many built on Plaid) and accelerating OpenAI's broader "Super App" strategy. The newsletter also highlights incumbent fintech Revolut’s efforts to rebalance its revenue mix ahead of an IPO and contrasts OpenAI’s approach with Anthropic’s differing AI finance strategy, noting likely regulatory and competitive second-order effects.
Scalable Capital Opens Brokerage API to Chatbots
Scalable Capital has opened an interface that allows AI chatbots (e.g., ChatGPT, Claude, Grok) to access customers' brokerage accounts to read holdings, analyze portfolio data and prepare securities orders. Models can suggest savings plans or draft orders, but they cannot execute trades autonomously — each transaction requires explicit customer confirmation and displays cost and risk information. The integration can be activated in customer security settings and connects via a local CLI or an MCP (Model Context Protocol) server. Scalable warns that AI-generated recommendations are not investment advice and places the usage risk on customers. Other European platforms such as Bitpanda, Qonto and Finom have already enabled similar integrations.
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