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Driven

Driven is an AI investment agent platform for market research, monitoring, strategy building, and order execution through conversation. It combines market data, Skills, and automation features for investors who want a single workflow for analysis and action.

Driven

AI investment agent for research, monitoring, and execution

Driven is an AI investment agent platform that helps investors research markets, monitor signals, build strategies, and execute orders through conversation. The product is positioned as an AI investment team: agents handle the work while the user makes the final calls.

The homepage highlights coverage across equities and multi-asset markets, along with live quotes, fundamentals, ownership and flow data, catalysts, and other research inputs. It also emphasizes Skills, monitoring, memory, and orchestration so users can turn recurring workflows into repeatable investment processes.

The pricing page shows three subscription tiers — Pro, Max, and Ultra — and a one-month free Pro trial for eligible new users. The paid services terms add that billing is handled through Stripe, credits are allocated monthly and do not roll over, and paper trading is available while live trading is coming soon.

Core capabilities

Multiple AI models built in

Driven combines multiple model providers, including Claude, GPT-5, and Gemini, so users can work with different model families inside the same product.

Broad market and data coverage

The product provides access to 260+ investment APIs and data coverage across US, Hong Kong, and A-share equities, plus ETFs, US options, macro, crypto, FX, and commodities.

Research and monitoring tools

Research workflows include screeners, movers, market breadth, hot-stock rankings, valuation bands, financial statements, ratios, quality scores, DCF scenarios, peer comparisons, earnings transcripts, analyst estimates, insider activity, 13F holdings, shareholder changes, capital flows, price history, intraday bars, and catalyst tracking.

Skills for repeatable research methods

Driven includes institutional-grade Skills, with examples based on methodologies such as Buffett and Markowitz, plus user-created Skills shared through a Skill Store.

Automation and orchestration

The platform supports proactive monitoring, scheduled tasks, lead and sub-agent orchestration, persistent memory, and automatic or supervised execution through conversation.

Multi-format output generation

The pricing page states that Driven can generate outputs in multiple formats, including HTML, images, and docs.

Where Driven fits

  • Researching a company or sector

    An investor can use Driven to screen markets, inspect financial statements and transcripts, compare peers, and track catalysts before deciding whether to act.

  • Monitoring portfolios and market signals

    A portfolio manager can set up scheduled monitoring for signals such as movers, breadth, insider activity, 13F changes, and news so the system surfaces changes without manual tab switching.

  • Building repeatable investment methods

    A user can turn a repeatable methodology into a Skill, reuse it across analyses, and share or install Skills from the Skill Store to standardize part of the workflow.

  • Preparing research outputs for reporting

    An analyst can ask for charts, summaries, or documents in different output formats after running a workflow, which helps move findings into reports or internal notes.

  • Testing and executing strategies

    Someone testing an idea can use paper trading and supervised execution through conversation to validate a strategy before moving to live trading once it becomes available.

Pros and Cons

Pros

  • Combines research, monitoring, strategy building, and execution in one workflow.
  • Supports a wide range of market data and investment research inputs, including equities, options, macro, crypto, FX, and commodities.
  • Includes built-in Skills, user-created Skills, and a Skill Store for reusable methods.
  • Offers automation features such as scheduled tasks, proactive monitoring, and lead/sub-agent orchestration.
  • Provides multi-format generation and persistent memory for longer-running workflows.

Cons

  • The source says live trading is coming soon, so current execution is limited to paper trading.
  • The available details on integrations, supported brokers, and external export destinations are limited in the source pages.
  • Monthly credits do not roll over, which may matter for users with uneven usage patterns.

FAQ

Is there a free trial or paid plan?

Driven offers a one-month free Pro trial for eligible new users. The paid plans shown on the pricing page are Pro, Max, and Ultra, with monthly or yearly billing options.

Do unused credits roll over?

The pricing page says credits are allocated monthly and do not roll over. Unused credits are forfeited when you cancel or downgrade.

What can Driven do in the workflow?

Driven supports AI-assisted research, monitoring, strategy building, and order execution through conversation. The pricing page also lists scheduled tasks, lead and sub-agent orchestration, built-in Skills, and multi-format generation.

Can I place live trades with Driven?

The source shows paper trading is available now, while live trading is marked as coming soon.

How is billing handled?

Pricing page support directs payment questions to [email protected]. Paid services are processed through Stripe, and invoices with applicable taxes are mentioned in the pricing FAQ list, but no additional billing details are provided in the source text.

Quick Facts

Category
AI investment agent
Primary use
Investment research, monitoring, strategy building, and trade execution
Pricing
Pro, Max, and Ultra plans; one-month free Pro trial for eligible new users
Billing
Monthly or yearly billing; payments processed through Stripe
Trading status
Paper trading available; live trading coming soon
Website
driven.ai