Driven
Driven is an AI-powered investment platform that provides autonomous agents to assist with market research, strategy development, and portfolio management through conversational interaction.
Driven is an AI-powered investment platform that provides autonomous agents to assist with market research, strategy development, and portfolio management through conversational interaction.
What the product does and how it is positioned
Driven functions as an AI investment team, enabling users to research, monitor, and manage portfolios across various asset classes including US and Hong Kong equities, crypto, and commodities.
The platform integrates multiple AI models and provides access to extensive financial data, allowing investors to automate complex workflows and execute strategies through a conversational interface.
Source-supported ways to use the product
Investors can use agents to aggregate financial statements, earnings transcripts, and analyst estimates to streamline the research process.
Users can build and evolve investment strategies that adapt to market changes, utilizing long-term memory to maintain portfolio alignment with specific goals.
The documented workflow, where available
Users define investment goals and parameters to guide the autonomous agents in their research and monitoring tasks.
Agents monitor market signals and execute strategies automatically or under user supervision through conversational commands.
Driven provides a framework for investors to deploy agents that handle repetitive and complex financial tasks. By leveraging over 260 investment APIs, these agents can process live quotes, fundamentals, and ownership data to provide insights.
The platform emphasizes a modular approach through its Skill Store, where users can implement professional methodologies or custom strategies. This allows for the automation of tasks ranging from valuation and peer comparison to monitoring market catalysts like IPOs and trading halts.
Checks to run with your own material and workflow
What was checked and when
Answers based on the source-checked product record
Driven supports research and monitoring for US equities, Hong Kong equities, A-share equities, ETFs, US options, macro data, crypto, FX, and commodities.
Yes, the platform allows for the creation of multiple agents, with the specific number of agents permitted determined by your chosen service plan.
Driven is designed as an investment tool to assist with research, monitoring, and strategy building; users remain responsible for making the final investment calls.
The platform supports order execution through conversation, allowing for either automatic or supervised trading, with paper trading currently available and live trading in development.
Driven integrates multiple AI models, including Claude, Gemini, and GPT, to power its research and analysis capabilities.