Core platform terms
Agent A dedicated investment workspace with its own context, memory, research, scheduled tasks, and portfolios. Agents work independently of one another. See Agents. Profile An Agent’s identity and standing preferences — its personality, tone, investing style, and how it works for you. Set when you create the Agent and applied across everything it does. See Create your first Agent. Playbook The investment strategy for a portfolio — its universe, watchlist, risk rules, position sizing, screening criteria, and buy/sell discipline. An Agent can run several portfolios, each with its own Playbook. See Playbook. Skill A purpose-built investing workflow with a defined analytical framework, data sources, steps, output format, and quality checks. Driven selects the right Skill for your question automatically, or you can invoke one manually. See Skills. Scheduled Task A prompt an Agent runs automatically on a schedule, for briefings, monitoring, and alerts, delivered to the web app or a messaging channel. See Scheduled Tasks. Portfolio The cash, positions, orders, and performance tracked for an Agent. The Agent uses portfolio context when researching and monitoring risk. See Portfolio and Paper Trading. Paper Trading Simulated trading with virtual funds on real market data. Lets you test ideas and practice without risking capital. See Portfolio and Paper Trading.Conceptual terms
Harness The runtime infrastructure around a model, data access, workflows, memory, and the ability to act, that turns a reasoning model into a useful Agent. Driven’s framing: Agent = Model + Harness. See Driven vs general models. Agent = Model + Harness The idea that an AI Agent is a reasoning model plus everything around it that makes the reasoning useful. Models are broadly comparable; the harness is where the real difference lies.Built-in Skills
Deep Research — multi-source research with cited evidence and exportable reports. See Deep Research. Market Pulse — a fast read on current market action. See Market Pulse. Sector Radar — a sector scan for leaders, laggards, and drivers. See Sector Radar. Stock Screener — multi-factor stock screening. See Stock Screener. Stock Analysis — balanced single-stock analysis. See Stock Analysis. Competitor Analysis — peer comparison. See Competitor Analysis. Valuation Matrix — structured valuation with cross-checks. See Valuation Matrix. Smart Money — institutional holdings, insider activity, and flow tracking. See Smart Money. Portfolio Monitor — holdings health, concentration, and risk. See Portfolio Monitor.Market data terms
Driven’s coverage centers on US and Hong Kong markets, with A-share support as well. Some of the data it can pull: 13F holdings — quarterly disclosures of large institutional managers’ US equity positions. Form 4 (insider transactions) — insider buys and sells reported to the SEC. 8-K filing — a corporate disclosure of a material event. Earnings-call transcript — the text of a company’s earnings call. Congressional trades — disclosed securities trades by US lawmakers. ETF reverse-lookup — finding which ETFs hold a given stock. Analyst price target — a sell-side analyst’s projected price for a stock. Block trade — a large transaction negotiated off the order book and reported separately. A-share-specific data is covered too, including capital flow (资金流向), the Dragon & Tiger list (龙虎榜) of most-active trading seats, and margin trading (融资融券), leveraged buying and short selling.Related
- What is Driven — the overview
- Skills reference — the Skills in detail
- Data sources — the data behind the platform