Conversational investment workflows
Ask Driven to research stocks, compare candidates, build portfolios, and prepare trade recommendations through natural conversation.
Driven is an AI investment agent platform for research, market monitoring, strategy building, and trade preparation with conversational workflows and built-in market data.
Driven is an AI investment agent platform that helps users research securities, monitor markets, build strategies, and prepare or execute trades through conversation. The product is framed as an “investment team” where agents handle the research and operational work while the user makes the final calls.
The site shows a broad set of investing workflows, including value screening, portfolio construction, pre-market briefings, scheduled watchlist monitoring, sentiment checks, and trade recommendations. It also positions the platform around built-in data and skills rather than a blank chat interface, with market quotes, financials, technical indicators, and other research inputs available inside the product.
Pricing is public and tiered, with a free-to-start entry point and paid plans that scale by agent usage. The source also shows paper trading available now and live trading marked as coming soon, so the product currently fits users who want AI-assisted investing workflows with human oversight.
Ask Driven to research stocks, compare candidates, build portfolios, and prepare trade recommendations through natural conversation.
Use agent orchestration to run a lead agent with sub-agents, allowing multiple tasks to be handled in parallel.
Schedule recurring tasks for pre-market checks, watchlist monitoring, earnings tracking, and other repeatable routines.
Work from built-in market data and skills covering real-time quotes, financials, alternative data, technical indicators, calendars, and sentiment signals.
Generate outputs in multiple formats, including HTML, images, and documents, for sharing or review.
Keep context through persistent memory and playbooks so strategies and portfolios can evolve over time.
Use Driven to screen large-cap stocks, compare cash-flow trends, and generate a short list that matches a value-oriented mandate.
Set up daily pre-market or after-hours monitoring for a watchlist so an agent can summarize price action, catalysts, and risks before the session starts.
Ask for a trade recommendation, review the rationale, and place a paper trade or prepare an order for approval.
Build recurring schedules for earnings releases, news flow, or sentiment checks to keep a portfolio review process consistent.
Create strategy playbooks that persist over time, so the platform can adapt ongoing portfolio logic rather than answering each request from scratch.
Driven is positioned as an AI investment agent team that can help with research, monitoring, strategy building, scheduled analysis, and trade execution. The source also shows example workflows for value screening, market monitoring, and paper trading.
The source shows both supervised and automatic workflows. In the product examples, users ask for analysis in conversation, review the recommendation, and then approve an order or schedule recurring tasks.
The rendered pricing page shows a free-to-start plan and paid tiers, with monthly and yearly billing options. Public plan names shown are Pro, Max, and Ultra.
The public pages show built-in market data, built-in skills, and orchestration across multiple agents, but they do not provide a complete third-party integration list. The pricing page also mentions real-time quotes, financials, alternative data, and other in-product capabilities.
The source indicates paper trading is available now and live trading is coming soon. It also shows a subscription model with usage-based plan tiers, but the page does not spell out every billing edge case beyond the listed pricing FAQ topics.
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