> ## 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.

# Glossary

> Definitions of key Driven terms: Agent, Playbook, Skill, Scheduled Task, Paper Trading, Harness, and the market data concepts Driven covers.

Definitions of the terms used throughout Driven and this documentation.

## 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](/concepts/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](/get-started/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](/concepts/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](/concepts/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](/concepts/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](/concepts/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](/concepts/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](/why-driven/driven-vs-chatgpt-claude-gemini).

**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](/skills/deep-research).
**Market Pulse** — a fast read on current market action. See [Market Pulse](/skills/market-pulse).
**Sector Radar** — a sector scan for leaders, laggards, and drivers. See [Sector Radar](/skills/sector-radar).
**Stock Screener** — multi-factor stock screening. See [Stock Screener](/skills/stock-screener).
**Stock Analysis** — balanced single-stock analysis. See [Stock Analysis](/skills/stock-analysis).
**Competitor Analysis** — peer comparison. See [Competitor Analysis](/skills/competitor-analysis).
**Valuation Matrix** — structured valuation with cross-checks. See [Valuation Matrix](/skills/valuation-matrix).
**Smart Money** — institutional holdings, insider activity, and flow tracking. See [Smart Money](/skills/smart-money).
**Portfolio Monitor** — holdings health, concentration, and risk. See [Portfolio Monitor](/skills/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](/get-started/what-is-driven) — the overview
* [Skills reference](/skills/overview) — the Skills in detail
* [Data sources](/reference/data-sources) — the data behind the platform