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Driven is an AI-powered investment research and portfolio management platform that helps investors analyze markets, monitor portfolios, develop strategies, and manage investment workflows through natural-language conversations. It combines multiple AI models with financial market data, research tools, automated tasks, and customizable investment skills in one workspace.
Driven supports research across U.S., Hong Kong, and A-share equities, along with ETFs, options, macroeconomic data, cryptocurrency, foreign exchange, and commodities. Users can access live quotes, financial statements, valuation metrics, DCF scenarios, analyst estimates, ownership data, insider activity, 13F holdings, capital flows, earnings transcripts, news, filings, dividends, IPOs, splits, and other market events.
The platform includes stock screeners, market breadth indicators, rankings, valuation bands, risk and momentum signals, and tools for comparing companies and tracking investment catalysts. Its AI agents can run scheduled monitoring tasks, identify market signals, maintain long-term context, and support evolving investment strategies and portfolio analysis. Users can also create or use specialized investment skills based on established methodologies and shared workflows.
Driven supports conversational trade planning and order execution through connected brokerage and market data services. Paper trading is currently supported, while live trading availability may vary. The platform is designed for investors who want to organize financial research, automate market monitoring, build repeatable investment processes, and manage portfolio information with AI assistance.
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