> ## Documentation Index > Fetch the complete documentation index at: https://docs.driven.ai/llms.txt > Use this file to discover all available pages before exploring further. # Building an Investment Workflow > How to build a repeatable investment research workflow with AI: define your strategy, set up screening, research candidates, manage a portfolio, and automate monitoring. Most investors operate without a defined process, researching ad hoc, reacting to headlines, and making decisions inconsistently. A repeatable investment workflow fixes that, and AI makes a good workflow far easier to run. This article lays out how to build one, from defining your strategy to automating the recurring parts. ## Why a workflow matters A workflow turns investing from a series of one-off reactions into a consistent process. It makes your decisions comparable (you evaluate every name the same way), it reduces the role of mood and impulse, and it frees your attention for judgment instead of logistics. The discipline is the edge. AI lowers the cost of running a workflow, because the repetitive parts, gathering data, screening, monitoring, can be automated or compressed. ## The five stages of an investment workflow ### 1. Define your strategy Everything starts here. What do you invest in, what do you look for, what do you avoid, how do you size positions and manage risk? Writing this down is the foundation; without it, every later step is arbitrary. In Driven, your strategy lives in the [Playbook](/concepts/playbook), persistent memory that the Agent applies to every analysis automatically. See [Build your Playbook](/guides/strategy/build-your-playbook). ### 2. Source ideas through screening A defined strategy implies a repeatable screen: the criteria that make a name a candidate for you. Running that screen regularly gives you a steady, consistent flow of ideas instead of whatever happened to catch your eye. See [Screen stocks by fundamentals](/guides/screening/screen-stocks-by-fundamentals). ### 3. Research candidates consistently Every candidate goes through the same analysis, so your evaluations are comparable. Cover the business, the financials, the valuation, and the risks, and always stress-test against the bear case. Consistency here is what makes your judgment reliable. See [Research a stock](/guides/research/research-a-stock). ### 4. Build and manage a portfolio Decisions become positions, and positions need management: sizing by your rules, tracking concentration and risk, and reviewing whether each holding's thesis still holds. A portfolio you do not review drifts. See [Build a portfolio](/guides/portfolio/build-a-portfolio) and [Portfolio health check](/guides/portfolio/portfolio-health-check). ### 5. Automate monitoring The recurring parts, the morning briefing, the watchlist monitor, the earnings calendar, the portfolio review, should run on their own. Automation is what lets a workflow persist without consuming all your time. See [Create a market briefing](/guides/scheduled/create-a-market-briefing) and [Scheduled tasks](/concepts/scheduled-tasks). ## Putting it together A complete workflow in practice: * Your **Playbook** holds your strategy and runs in the background * A **scheduled screen** feeds you candidates that fit it * A **consistent research process** evaluates each candidate the same way * A **paper or real portfolio** holds your decisions, managed by your rules * **Scheduled monitors** keep you informed of what changes, without you watching Each stage feeds the next, and the recurring parts run themselves. You spend your time on the judgment calls, not the logistics. ## Start small You do not need to build all five stages at once. Start with a Playbook and one research workflow, add a scheduled briefing, then layer in screening and portfolio management as you go. A simple workflow you actually run beats an elaborate one you abandon. ## Where Driven fits Driven is built to run this entire workflow in one place: strategy memory, screening, research, portfolio management, and automation, around live data and structured analysis. See [What is Driven](/get-started/what-is-driven) to start. ## Related * [Build your Playbook](/guides/strategy/build-your-playbook) * [How AI Agents work for investing](/learn/what-is-an-ai-investment-agent) * [AI vs traditional research](/learn/ai-vs-traditional-research)