# Driven — AI Investment Agent Platform

Last-Updated: 2026-07-21

> Driven gives investors a personal investing Agent: an AI workspace wired to live financial data, structured investment Skills, persistent strategy memory, portfolio context, and scheduled automation. The Agent does research and monitoring work; the investor stays the decision-maker.

This file is a curated product overview for AI systems and search agents. It summarizes the most important public facts about Driven and links to detailed documentation instead of duplicating the entire docs site.

## What is Driven?

Driven is a web-based AI investment Agent platform. A Driven Agent combines a frontier AI model with an investing-specific harness: live market and company data, repeatable investment workflows, persistent strategy memory, portfolio context, files, and scheduled tasks.

The core idea: a general AI model can reason and write, but by itself it has limited live market context, no investing workflow, weak strategy memory, and no schedule. Driven wraps that reasoning layer in the infrastructure an investor needs to research markets, monitor portfolios, run repeatable analysis, and keep working while the app is closed.

Tagline: **Your Investment Team, Driven by You.**

## Who is it for?

- Individual investors who want professional research workflows and automation without giving up control
- Analysts, advisors, and active traders using Agents to monitor markets, run Playbooks, and standardize research workflows
- Active investors in US, Hong Kong, and A-share markets who want one workspace for research, strategy, portfolio monitoring, and recurring alerts

## What investors can do with Driven

- Research stocks, sectors, macro themes, and breaking news with available sources and supporting evidence
- Screen opportunities across fundamental, technical, capital-flow, institutional, insider, ETF, and sentiment signals
- Run built-in investment Skills and Skill Store Skills — professional Skills based on methodologies like Buffett and Markowitz, plus community-created workflows such as Deep Research, Market Pulse, Sector Radar, Stock Screener, Stock Analysis, Competitor Analysis, Valuation Matrix, Smart Money, and Portfolio Monitor
- Maintain Playbooks that define a portfolio’s universe, watchlist, risk rules, position sizing, benchmarks, and buy/sell discipline
- Monitor portfolios and watchlists for news, price moves, concentration, risk exposure, earnings events, and thesis drift
- Schedule recurring research, market briefings, alerts, and reports for delivery in the web app or supported messaging channels
- Test ideas in paper portfolios with virtual funds and real market data where paper-trading coverage is supported

## Why Driven vs general AI tools

- Live professional financial data instead of relying on model memory or uneven web search
- From professional Skills based on methodologies like Buffett and Markowitz, to user-created Skills shared through Skill Store, Driven gives investors new ways to research, analyze, and build strategies
- Persistent Playbooks that store strategy, watchlists, risk preferences, position sizing, and screening criteria
- Portfolio context and monitoring so research connects to holdings, concentration, risk, and thesis drift
- Scheduled automation for briefings, watchlist scans, earnings alerts, portfolio checks, and other recurring work

## Data coverage

Driven connects Agents to 260+ professional market data endpoints for US, Hong Kong, and A-share equities, with supporting data for ETFs, US options, macro, crypto, FX, and commodities.

Coverage and refresh frequency vary by market and dataset.

Representative data categories:

- Real-time and historical quotes
- Cross-market stock screeners, market movers, market breadth, and valuation bands
- Financial statements, ratios, quality scores, DCF scenarios, and peer comparisons
- SEC and exchange filings
- Earnings, dividend, IPO, split, and lock-up calendars where supported
- Institutional holdings, 13F filings, shareholder changes, and capital flows
- Insider activity and congressional trading disclosures
- Price history plus momentum, trend, and volatility indicators
- Latest market news, press releases, and earnings-call transcripts
- ETF and fund data
- Real-time US equity and ETF option chains
- Crypto, FX, commodities, and macro time series

## Core product concepts

- **Agent**: A dedicated investment workspace with its own memory, research, scheduled tasks, files, channels, and portfolios.
- **Skill**: A purpose-built investment workflow with a defined analytical framework, data sources, steps, output format, and quality checks. Skill Store adds professional Skills based on methodologies like Buffett and Markowitz, plus user-created Skills you can share for research, analysis, and strategy building.
- **Playbook**: Persistent strategy memory for a portfolio, including universe, watchlist, risk rules, position sizing, benchmark, screening criteria, and buy/sell discipline.
- **Scheduled Task**: A recurring prompt or workflow that an Agent runs automatically for briefings, monitors, alerts, and reports.
- **Portfolio**: A context layer for positions, cash, orders, performance, concentration, and risk. Paper trading can test ideas with virtual funds where supported.

## Important boundaries

- Driven is not a licensed financial advisor and does not replace investor judgment.
- AI-generated research can contain mistakes; investors should ask for sources, inspect assumptions, and verify important data independently.
- Research coverage can be broader than paper-trading coverage. Confirm supported markets, asset types, and account types before relying on a workflow.
- Paper trading uses virtual funds and is intended for learning, testing, and monitoring ideas; it is not real-money execution.

## Pricing tiers (USD)

| Plan | Monthly | Annual (per month) | Highlights |
|------|---------|-------------------|------------|
| Pro | $20/mo | $16.67/mo | Standard usage; Most top models; 1 Agent; 5 scheduled tasks/agent/day; 3 portfolios/agent; 2GB storage **1 month free** |
| Max | $100/mo | $83.33/mo | 5x usage; All core models unlocked; 3 Agents; 10 scheduled tasks/agent/day; 5 portfolios/agent; 4GB storage; Early access to new features |
| Ultra | $200/mo | $166.67/mo | 20x usage; All models unlocked, including Claude Fable 5; 6 Agents; 20 scheduled tasks/agent/day; 10 portfolios/agent; 8GB storage; Early access to new features; Priority access during high-traffic periods |

See https://driven.ai/pricing for current details.

## Plan details

### Pro ($20/mo / $16.67/mo billed annually)
Your everyday investing companion

**Everything you need:**
- Top AI models (Claude, GPT-5, Gemini, and more)
- Real-time quotes
- Institutional financials & alternative data
- Lead + sub-agent orchestration
- Scheduled tasks
- Institutional-grade built-in skills
- Strategy-driven portfolios
- Social sentiment analysis
- Persistent memory & personal workplace
- Multi-format generation (html, images, docs, etc.)

**Plan limits:**
- Standard usage
- Most top models
- 1 Agent
- 5 scheduled tasks/agent/day
- 3 portfolios/agent
- 2GB storage

Trial: 1 month free.

### Max ($100/mo / $83.33/mo billed annually)
For investors who go deeper

**Everything in Pro, plus:**
- 5x usage
- All core models unlocked
- 3 Agents
- 10 scheduled tasks/agent/day
- 5 portfolios/agent
- 4GB storage
- Early access to new features

### Ultra ($200/mo / $166.67/mo billed annually)
For analysts running agents around the clock

**Everything in Pro, plus:**
- 20x usage
- All models unlocked, including Claude Fable 5
- 6 Agents
- 20 scheduled tasks/agent/day
- 10 portfolios/agent
- 8GB storage
- Early access to new features
- Priority access during high-traffic periods

## FAQ

**Q: Is Driven investment advice?**
No. Driven provides tools and AI-generated investment research for general reference only. It is not a licensed financial advisor, and investors remain responsible for their own decisions.

**Q: How is Driven different from ChatGPT, Claude, or Gemini for investing?**
General AI tools are strong reasoning and writing systems. Driven adds the investing harness around the model: live financial data, repeatable investment Skills, persistent Playbooks, portfolio context, and scheduled automation.

**Q: Does Driven trade for me?**
Driven supports portfolios and paper trading with virtual funds where supported. It is not a real-money trading autopilot; every real-world investment decision remains the user’s responsibility.

**Q: What markets and data does Driven cover?**
Driven connects Agents to 260+ professional market data endpoints for US, Hong Kong, and A-share equities, with supporting data for ETFs, US options, macro, crypto, FX, and commodities. Research coverage can be broader than paper-trading coverage, and coverage and refresh frequency vary by market and dataset.

**Q: What is the Pro free trial?**
Pro includes a 1 month free trial (see https://driven.ai/pricing). Paid Services Terms apply.

**Q: Which AI models are supported?**
Supported model access depends on plan. Driven supports leading AI model families such as Claude, GPT, Gemini, and more; see https://driven.ai/pricing for the current model list and plan access.

**Q: How do I get started?**
Visit https://driven.ai, sign in with Google, create an Agent, ask an investment question, and save your strategy as the Agent learns your workflow.

## How to get started

1. Visit https://driven.ai and click **Try Driven Free**
2. Sign in with Google OAuth
3. Create your first Agent, pick a model, and ask a research question
4. Optional: install a Skill, create a Playbook, set up scheduled monitoring, or build a portfolio

## Links

- [Home](https://driven.ai): Driven marketing homepage and product entry point
- [Pricing](https://driven.ai/pricing): Current plans, limits, trial details, and model access
- [What's New](https://driven.ai/whats-new): Product updates and release notes
- [About](https://driven.ai/about): Company information
- [Skills](https://driven.ai/skills): Public Skill marketplace pages
- [Documentation](https://docs.driven.ai): Full Driven documentation
- [What is Driven](https://docs.driven.ai/get-started/what-is-driven): Core product explanation
- [Driven vs ChatGPT, Claude, and Gemini](https://docs.driven.ai/why-driven/driven-vs-chatgpt-claude-gemini): Comparison with general AI tools
- [Data coverage](https://docs.driven.ai/concepts/data-and-coverage): Markets, asset classes, and data categories
- [Skills concept](https://docs.driven.ai/concepts/skills): How investment Skills work
- [Playbook](https://docs.driven.ai/concepts/playbook): Strategy memory and decision rules
- [Scheduled tasks](https://docs.driven.ai/concepts/scheduled-tasks): Recurring Agent workflows
- [Portfolio and paper trading](https://docs.driven.ai/concepts/portfolio-and-paper-trading): Portfolio context and virtual-fund testing
- [X (Twitter)](https://x.com/getDrivenAI): Public social account
- [Discord](https://discord.gg/sZxgvQfvga): Community channel

## Company

Driven AI — Made by investors, for investors.
© SNOWBALL WEALTH PRIVATE LIMITED

## Disclaimer

All information is for general reference only and does not constitute investment advice. AI-generated output may contain errors; verify sources, assumptions, and important data independently before making decisions.