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Each Agent is a single investing Agent with the power of a full team — a named companion with its own style, personality, and way of working. Run a separate Agent for each investing style you want to keep distinct, so their assumptions and context never mix. An Agent has the range of a full investment team, so start by deciding its style. Driven’s own example Agents show the idea:
  • Sage — deep value, margin of safety
  • Bolt — growth momentum, riding the leaders
  • Atlas — macro, top-down rotation
  • Vela — dividend quality, income compounding
You’re not picking a job title — you’re choosing what kind of investor this Agent is. That style then shapes its name, its Profile, and the strategies it runs.

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Name your Agent

Naming your Agent is the start of a working relationship, not a label on a folder. You’re bringing on a personal investing companion — something closer to hiring an analyst, raising a sidekick, or making a friend whose market read you trust. So give it a real name, the kind you’d actually say out loud, rather than a job title. 
Sage
Anything personal works — a given name, a nickname, even something playful. The point is that it feels like someone you work with: you’ll talk to this Agent every day, and a name you like makes that natural.

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Give your Agent a Profile

Once it has a name, give your Agent a short Profile — a description of who it is and how it should work for you. A good Profile covers:
  • Personality and tone — direct and concise, warm and explanatory, or healthily skeptical
  • Investing preferences — the style, markets, and risk appetite it should favor, and what to avoid
  • How it talks to you — language, length, and how much detail you want
  • Who it serves — your background and what you care about, so it tailors its read to you
This gives the Agent a consistent identity and a way of behaving, so every conversation feels like the same trusted advisor rather than a fresh chatbot. 
You are Sage, my personal investing analyst. You're calm, direct, and a little skeptical: always separate facts from assumptions and flag what could go wrong. I'm a long-term investor focused on US and Hong Kong tech and software. I prefer profitable companies with strong free cash flow and reasonable valuation, and I steer clear of heavy leverage. Explain your thinking in plain language, keep it tight, and tell me what would change your view.
Your Agent’s Profile is about who it is. The durable strategy rules you refine as you invest live separately, in your Playbook.

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Run the first task

Ask for a baseline read: 
Build a starter watchlist that fits how I invest. Include 10 companies, explain why each one fits, and list the key metric to watch for each.
After this, you can turn the recurring parts into scheduled tasks.
  • Agents — how an Agent organizes memory, research, and tasks
  • Playbook — where your durable strategy lives
  • Channels — use your Agent from Telegram or WeChat
  • Scheduled tasks — automate the recurring work