# Driven Docs

> Documentation for Driven, an AI-powered investment research platform.

## Docs

- [Agents](https://docs.driven.ai/concepts/agents.md): An Agent is a dedicated investment workspace in Driven with its own memory, research, scheduled tasks, and portfolio. Learn when to use one Agent versus many.
- [Channels](https://docs.driven.ai/concepts/channels.md): Connect a Driven Agent to messaging channels like Telegram and WeChat, so you can chat, run Skills, switch models, and receive scheduled briefings in the apps you already use.
- [Data](https://docs.driven.ai/concepts/data-and-coverage.md): Driven connects Agents to 245 data endpoints across 28 categories, covering US, Hong Kong, and A-share equities plus crypto, FX, commodities, and macro series, including signature datasets like congressional trades and 13F holdings.
- [Playbook](https://docs.driven.ai/concepts/playbook.md): A Playbook is the investment strategy behind a portfolio in Driven — its universe, risk rules, position sizing, and trading discipline. One Agent can run several portfolios, each with its own Playbook.
- [Portfolio and Paper Trading](https://docs.driven.ai/concepts/portfolio-and-paper-trading.md): Driven portfolios track positions, cash, and performance per Agent. Paper trading lets you test ideas with real market data and virtual funds using natural language.
- [Scheduled Tasks](https://docs.driven.ai/concepts/scheduled-tasks.md): Scheduled tasks let a Driven Agent run research, monitoring, and reporting automatically on a schedule. Learn how to build pre-market briefings, watchlist monitors, and alerts.
- [Skills](https://docs.driven.ai/concepts/skills.md): Driven Skills are purpose-built investing workflows with defined frameworks, data sources, and quality checks. Learn how automatic and manual Skill invocation work.
- [Create Your First Agent](https://docs.driven.ai/get-started/create-your-first-agent.md): Create your first Driven Agent: give it a focus, a name you'll actually use, and a Profile that shapes how it works for you.
- [Plans and Pricing](https://docs.driven.ai/get-started/plans-and-pricing.md): Compare Driven's Pro, Max, and Ultra plans. See pricing, Agents, scheduled tasks, portfolios, storage, and model access for each tier.
- [Quickstart](https://docs.driven.ai/get-started/quickstart.md): Go from signup to your first useful investment analysis in Driven. Create an Agent, ask a research question, and save your strategy in five minutes.
- [What is Driven](https://docs.driven.ai/get-started/what-is-driven.md): Driven gives every investor a personal investing Agent with the power of a full team — wired to live financial data, institutional-grade Skills, persistent strategy memory, and 24/7 automation. You stay the decision-maker.
- [Build a Portfolio](https://docs.driven.ai/guides/portfolio/build-a-portfolio.md): How to build a paper portfolio from scratch in Driven: translate a strategy into positions, size them with rules, and construct a diversified set of holdings.
- [Place a Paper Trade](https://docs.driven.ai/guides/portfolio/place-a-paper-trade.md): How to place a simulated trade in Driven using natural language, see the portfolio impact before it executes, and manage orders including limit orders and cancellations.
- [Portfolio Health Check](https://docs.driven.ai/guides/portfolio/portfolio-health-check.md): How to run a portfolio health check in Driven: review concentration, sector exposure, risk, and holdings that have drifted from their thesis, and decide what to do.
- [Rebalancing Strategies](https://docs.driven.ai/guides/portfolio/rebalancing-strategies.md): How to rebalance a portfolio in Driven: bring positions back to target weights, trim winners, manage concentration, and model the impact before making changes.
- [Risk Exposure Analysis](https://docs.driven.ai/guides/portfolio/risk-exposure-analysis.md): How to analyze portfolio risk exposure in Driven: understand your real exposure to factors, sectors, and themes, and find correlated risks you didn't know you had.
- [Analyze Before Earnings](https://docs.driven.ai/guides/research/analyze-before-earnings.md): How to prepare for a company's earnings report in Driven: what to expect, the key numbers to watch, the setup, and how to read the result fast after it drops.
- [Compare Two Stocks](https://docs.driven.ai/guides/research/compare-two-stocks.md): How to compare two stocks in Driven side by side: growth, margins, valuation, and competitive position, so you can decide which name is the stronger investment.
- [Macro Research](https://docs.driven.ai/guides/research/macro-research.md): How to research macro themes in Driven: interest rates, geopolitics, and policy, and connect them to specific stocks and sectors that stand to benefit or suffer.
- [Research a Stock](https://docs.driven.ai/guides/research/research-a-stock.md): A complete walkthrough for analyzing a single stock in Driven: the prompt, what to expect, how to pressure-test the answer, and follow-ups that sharpen the thesis.
- [Run Deep Research](https://docs.driven.ai/guides/research/run-deep-research.md): A full walkthrough of Driven's Deep Research workflow for multi-source investment research across companies, industries, and market themes, with exportable reports.
- [Sector Deep Dive](https://docs.driven.ai/guides/research/sector-deep-dive.md): How to research an entire sector in Driven: map the landscape, find the leaders and laggards, understand the drivers, and build a shortlist of names worth analyzing.
- [Advanced Scheduled Tasks](https://docs.driven.ai/guides/scheduled/advanced-scheduled-tasks.md): How to build advanced scheduled tasks in Driven: conditional triggers, multi-step workflows, and tasks that chain research, monitoring, and reporting together.
- [Create a Market Briefing](https://docs.driven.ai/guides/scheduled/create-a-market-briefing.md): How to set up a recurring pre-market briefing in Driven with a scheduled task: frequency, time zone, watchlist, format, and delivery to Telegram or the web.
- [Earnings Calendar Alerts](https://docs.driven.ai/guides/scheduled/earnings-calendar-alerts.md): How to set up earnings calendar alerts in Driven, so you know which of your watchlist names report each day or week and what to watch for in each report.
- [Macro Event Tracker](https://docs.driven.ai/guides/scheduled/macro-event-tracker.md): How to set up a macro event tracker in Driven to stay ahead of FOMC meetings, economic data, and policy events, and understand their impact on your holdings.
- [Set Up Watchlist Monitoring](https://docs.driven.ai/guides/scheduled/set-up-watchlist-monitoring.md): How to set up watchlist monitoring in Driven with threshold-based alerts, so you only get notified when a name moves, breaks news, or crosses a level you care about.
- [Unusual Volume Monitor](https://docs.driven.ai/guides/scheduled/unusual-volume-monitor.md): How to set up an unusual volume monitor in Driven to catch names trading on abnormal volume, often an early sign that something is happening before the news is obvious.
- [ETF Flow Analysis](https://docs.driven.ai/guides/screening/etf-flow-analysis.md): How to analyze ETF and fund flows in Driven: see where money is moving across sectors and themes, and use flows to read positioning and sentiment.
- [Find Momentum Plays](https://docs.driven.ai/guides/screening/find-momentum-plays.md): How to screen for momentum and technical setups in Driven: relative strength, breakouts, and volume, combined with fundamentals to avoid chasing weak names.
- [Insider Trading Signals](https://docs.driven.ai/guides/screening/insider-trading-signals.md): How to read insider buying and selling in Driven: distinguish meaningful signals from noise, weigh cluster buys, and use insider activity to inform a thesis.
- [Screen Stocks by Fundamentals](https://docs.driven.ai/guides/screening/screen-stocks-by-fundamentals.md): How to screen for stocks by fundamentals in Driven: describe your criteria in plain language and get a ranked shortlist of companies that match, with the metrics that matter.
- [Track Institutional Holdings](https://docs.driven.ai/guides/screening/track-institutional-holdings.md): How to track institutional holdings in Driven: see what funds are accumulating or exiting, read changes over time, and use positioning to confirm or challenge a thesis.
- [Build Your Playbook](https://docs.driven.ai/guides/strategy/build-your-playbook.md): A complete guide to writing a Driven Playbook from scratch: define a portfolio's investment universe, risk rules, position sizing, screening criteria, and buy/sell discipline so your Agent applies them automatically.
- [Growth Investing Setup](https://docs.driven.ai/guides/strategy/growth-investing-setup.md): How to configure Driven for growth investing: a Playbook, screens, and research workflows tuned for finding durable, high-growth companies with strong unit economics.
- [Macro Trading Setup](https://docs.driven.ai/guides/strategy/macro-trading-setup.md): How to configure Driven for macro and thematic trading: a Playbook, event tracking, and research workflows tuned to top-down themes, rates, and policy-driven opportunities.
- [Multi-Agent Strategies](https://docs.driven.ai/guides/strategy/multi-agent-strategies.md): How to run multiple Driven Agents in parallel: separate value and momentum strategies, keep contexts clean, and compare how different approaches perform.
- [Value Investing Setup](https://docs.driven.ai/guides/strategy/value-investing-setup.md): How to configure Driven for value investing: a Playbook, watchlist, screens, and scheduled tasks tuned for finding quality businesses trading below intrinsic value.
- [AI vs Traditional Research](https://docs.driven.ai/learn/ai-vs-traditional-research.md): How AI-assisted investment research compares to traditional manual research: speed, breadth, consistency, and cost, and where human judgment still matters most.
- [Building an Investment Workflow](https://docs.driven.ai/learn/building-an-investment-workflow.md): How to build a repeatable investment research workflow with AI: define your strategy, set up screening, research candidates, manage a portfolio, and automate monitoring.
- [Understanding Financial Data APIs](https://docs.driven.ai/learn/understanding-financial-data-apis.md): A plain-language guide to financial data APIs: what they are, the categories of data they provide, why data quality varies, and why orchestration matters more than count.
- [What Is an AI Investment Agent](https://docs.driven.ai/learn/what-is-an-ai-investment-agent.md): An AI investment Agent combines a reasoning model with live financial data, specialized workflows, persistent memory, and automation. Learn how the pieces fit together and how it differs from a chatbot.
- [Market Analysis Prompts](https://docs.driven.ai/prompts/market-analysis-prompts.md): Copyable prompts for market, sector, and macro analysis in Driven: market pulse, sector scans, theme research, and connecting macro views to specific stocks.
- [Prompt Library](https://docs.driven.ai/prompts/overview.md): A library of copyable prompts for investment research in Driven, organized by goal: stock research, screening, market analysis, scheduled tasks, paper trading, and Playbooks.
- [Paper Trading Prompts](https://docs.driven.ai/prompts/paper-trading-prompts.md): Copyable paper trading prompts for Driven: placing simulated trades, limit orders, position sizing, managing orders, building portfolios, and tracking performance.
- [Playbook Templates](https://docs.driven.ai/prompts/playbook-templates.md): Copyable Playbook templates for Driven by investing style: value, growth, dividend income, macro, and active trading. Adapt one to make your Agent think like you.
- [Scheduled Task Prompts](https://docs.driven.ai/prompts/scheduled-task-prompts.md): Copyable scheduled task prompts for Driven: pre-market briefings, watchlist monitors, earnings alerts, volume monitors, macro trackers, and portfolio reviews.
- [Screening Prompts](https://docs.driven.ai/prompts/screening-prompts.md): Copyable stock screening prompts for Driven: fundamental, growth, value, dividend, momentum, and capital-flow screens. Describe your criteria and get a ranked shortlist.
- [Stock Research Prompts](https://docs.driven.ai/prompts/stock-research-prompts.md): Copyable prompts for researching individual stocks in Driven: full analysis, valuation, bear cases, earnings prep, and investment memos. Swap in your ticker and go.
- [Data Sources](https://docs.driven.ai/reference/data-sources.md): A reference to the categories of financial data Driven draws on across US, Hong Kong, and A-share markets, including A-share-specific capital flow and shareholder data.
- [FAQ](https://docs.driven.ai/reference/faq.md): Frequently asked questions about Driven: what it is, how Agents and Skills work, data and markets, paper trading, channels, plans, and how it differs from a chatbot.
- [Glossary](https://docs.driven.ai/reference/glossary.md): Definitions of key Driven terms: Agent, Playbook, Skill, Scheduled Task, Paper Trading, Harness, and the market data concepts Driven covers.
- [Limits and Quotas](https://docs.driven.ai/reference/limits-and-quotas.md): Driven's usage limits across Pro, Max, and Ultra plans: Agents, scheduled tasks per day, portfolios per Agent, storage, model access, and usage multipliers.
- [Skill Routing Logic](https://docs.driven.ai/reference/skill-routing-logic.md): How Driven automatically selects the right Skill for your question, how to influence the choice, and how to invoke a specific Skill manually when you want to.
- [Supported Markets](https://docs.driven.ai/reference/supported-markets.md): Driven's research and paper trading coverage across US, Hong Kong, and A-share markets, including which asset types are supported and how to confirm coverage.
- [Troubleshooting](https://docs.driven.ai/reference/troubleshooting.md): Fix common issues in Driven: answers that are too broad, missing data, scheduled tasks not running, stuck paper orders, and Skills routing to the wrong workflow.
- [Competitor Analysis](https://docs.driven.ai/skills/competitor-analysis.md): Driven's Competitor Analysis Skill compares a company against its peers across growth, margins, valuation, and positioning to show where it stands in its sector.
- [Deep Research](https://docs.driven.ai/skills/deep-research.md): Driven's Deep Research Skill runs multi-source investment research across companies, sectors, and macro themes, cross-checks evidence, cites sources, and exports a report.
- [Market Pulse](https://docs.driven.ai/skills/market-pulse.md): Driven's Market Pulse Skill gives a fast, structured read on what the market is doing right now: indices, movers, sectors, and the news driving them.
- [Skills Reference](https://docs.driven.ai/skills/overview.md): The complete catalog of Driven's built-in investing Skills, what each one does, when to use it, and how Driven selects the right Skill for your question.
- [Portfolio Monitor](https://docs.driven.ai/skills/portfolio-monitor.md): Driven's Portfolio Monitor Skill checks the health of your holdings: concentration, risk exposure, diversification, and names that need attention.
- [Sector Radar](https://docs.driven.ai/skills/sector-radar.md): Driven's Sector Radar Skill scans a sector for leaders, laggards, and what's moving, giving you a structured view of relative strength and key names.
- [Smart Money](https://docs.driven.ai/skills/smart-money.md): Driven's Smart Money Skill tracks institutional holdings, insider activity, and capital flows so you can see what large and informed investors are doing.
- [Stock Analysis](https://docs.driven.ai/skills/stock-analysis.md): Driven's Stock Analysis Skill produces a balanced, structured analysis of one company: business, financials, valuation, technicals, sentiment, and the key risks.
- [Stock Screener](https://docs.driven.ai/skills/stock-screener.md): Driven's Stock Screener Skill finds stocks matching your fundamental, technical, and capital-flow criteria using live data across US, Hong Kong, and A-share markets.
- [Valuation Matrix](https://docs.driven.ai/skills/valuation-matrix.md): Driven's Valuation Matrix Skill runs structured valuation with multiple methods, cross-checks against peers and management guidance, and flags data confidence.
- [Driven vs Bloomberg Terminal](https://docs.driven.ai/why-driven/driven-vs-bloomberg-terminal.md): How Driven compares to a Bloomberg Terminal for individual investors: a personal investing Agent versus a professional data terminal built for institutions.
- [Driven vs ChatGPT, Claude, and Gemini](https://docs.driven.ai/why-driven/driven-vs-chatgpt-claude-gemini.md): How Driven differs from general AI models like ChatGPT, Claude, and Gemini for investing: live financial data, specialized Skills, persistent strategy memory, and automation.
- [Driven vs Claude Code + Financial Data](https://docs.driven.ai/why-driven/driven-vs-claude-code.md): How Driven compares to assembling your own investing Agent with Claude Code and financial MCP connectors: out-of-the-box vs DIY, unified data, statefulness, and cost.