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Driven gives every investor a personal investing Agent with the power of a full team. One Agent does what an entire investment team used to: it researches markets, pulls live financial data, runs institutional-grade analysis, remembers your strategy, monitors your portfolio, and keeps working on a schedule, even while you sleep. You sit on top as the decision-maker: the Agent does the work, and the calls stay yours. Run more than one Agent and each is its own specialist — value, growth, macro, and more — working in parallel. If you have used a general chatbot to ask about a stock, you know the starting point. Driven is what that becomes when the model is wired into real financial data, given a library of institutional methods, and allowed to remember who you are and how you invest — and to act, not just answer.

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The core idea

A general language model is a smart brain with no eyes, no hands, no memory, and no clock. It can reason about investing, but it cannot see live data, cannot track your positions, does not remember your strategy between conversations, and cannot do anything while you are away. Driven wraps that brain in the infrastructure an investor actually needs — the harness that gives one Agent the power of a full team:
  • Live data instead of training-data recall. Driven connects to 245 professional data endpoints across 28 categories — quotes, statements, filings, holdings, insider activity, capital flows, and more. Numbers come from databases, not from the model’s memory.
  • Profile instead of a generic assistant. Your Agent has its own identity — a name, a personality, an investing style, and a way of talking to you — set once and applied to everything it does.
  • Skills instead of freestyle answers. A Skill is a repeatable capability built on a specific, citable framework and run as real code, so analysis stays consistent and auditable.
  • Playbook instead of a blank slate every session. Each portfolio’s strategy — universe, risk rules, position sizing, and screening — persists and shapes every decision.
  • Portfolio and paper trading instead of an isolated Q&A box. Track positions, test ideas with virtual money, and let the Agent draft trades for your sign-off.
  • Scheduled tasks instead of a chat window you have to babysit. Agents run briefings, monitors, and alerts on their own, 24/7.

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What you can do with it

  • Research individual stocks, sectors, macro themes, and breaking news with cited evidence
  • Screen for opportunities across fundamental, technical, and capital-flow factors
  • Run deep, multi-source research and export analyst-style reports
  • Track institutional holdings, insider activity, and smart-money flows
  • Give each portfolio a strategy the Agent applies automatically
  • Schedule pre-market briefings, watchlist monitors, and earnings alerts
  • Test portfolio ideas with paper trading on real market data
  • Use the same Agent from the web, mobile, Telegram, and WeChat

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Who it’s for

Driven is built for individual investors who want institutional-grade research and execution without building the infrastructure themselves. You do not need to write code, configure data connectors, or assemble a tool stack. You sign up and start asking questions. If you are an active investor in US, Hong Kong, or A-share markets, Driven is the investing Agent you run your process out of.

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What it does not do

Driven does the work and gets you to a well-evidenced view faster. It does not replace your judgment, and it is not a licensed financial advisor. Every step is logged and every source is checkable, so you can verify the work — but the decisions, and the responsibility, stay yours. It is a teammate, not an autopilot.

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Next steps