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This guide covers building a paper portfolio from scratch, going from a strategy to an actual set of positions. Whether you are testing a new approach or modeling a real allocation, Driven can help you translate a strategy into sized, diversified holdings. The concept behind this is Portfolio and Paper Trading, and it works best when your Playbook holds your sizing rules.

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When to use this

  • Starting a paper portfolio to test a strategy
  • Modeling an allocation before committing real capital
  • Building a diversified set of positions around a thesis

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Step 1: Define the strategy and constraints

Before buying anything, state what the portfolio is for and the rules it follows:
If your Playbook already holds your sizing and risk rules, the Agent will apply them automatically.

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Step 2: Review the proposed construction

Look at the whole before placing trades:

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Step 3: Build it

Once you are happy with the plan:
The Agent places the trades and the positions appear in the portfolio.

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Step 4: Document the thesis

Capture why you built it this way, so you can judge it later:

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Step 5: Set up monitoring

A portfolio you do not watch drifts. Schedule a review:
See Portfolio health check and scheduled tasks.

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Common mistakes

  • Building without rules. A portfolio with no sizing or diversification rules tends to become concentrated by accident. Set the constraints first.
  • No thesis on record. If you do not write down why you bought, you cannot tell later whether the thesis broke or just the price moved.