DRIVER Help
What is DRIVER?
DRIVER is a methodology for building finance and quantitative analysis tools with AI assistance. It guides you from concept to completion through six stages.
The Philosophy: Cognition Mate (认知伙伴)
Core principle: 互帮互助,因缘合和,互相成就
| Chinese | Pinyin | Meaning |
|---|---|---|
| 互帮互助 | hù bāng hù zhù | Mutual help, helping each other |
| 因缘合和 | yīn yuán hé hé | Causes and conditions coming together (interdependent arising) |
| 互相成就 | hù xiāng chéng jiù | Accomplishing together, mutual achievement |
What this means in practice:
- AI is not a tool you command — it's a thinking partner
- You bring vision and domain expertise; AI brings patterns and research
- Neither creates alone — meaning emerges from interaction
- The relationship is collaborative, not transactional
The Six Stages
┌─────────────────────────────────────────────────────────┐
│ DEFINE (开题调研) │
│ "What are we building? What already exists?" │
│ 开题 = Open the topic 调研 = Research/investigate │
└─────────────────────────────────────────────────────────┘
↓
┌─────────────────────────────────────────────────────────┐
│ REPRESENT │
│ "How do we break this into buildable pieces?" │
│ Roadmap, data model, sections │
└─────────────────────────────────────────────────────────┘
↓
┌─────────────────────────────────────────────────────────┐
│ IMPLEMENT │
│ "Build it, run it, show it" │
│ Show don't tell — code speaks louder than plans │
└─────────────────────────────────────────────────────────┘
↓
┌─────────────────────────────────────────────────────────┐
│ VALIDATE │
│ "Cross-check your instruments" │
│ Known answers, reasonableness, edges, AI blind spots │
└─────────────────────────────────────────────────────────┘
↓
┌─────────────────────────────────────────────────────────┐
│ EVOLVE │
│ "Package the final deliverable" │
│ Self-contained export, ready for production │
└─────────────────────────────────────────────────────────┘
↓
┌─────────────────────────────────────────────────────────┐
│ REFLECT (Optional) │
│ "What did we learn?" │
│ Capture tech stack lessons, especially failures │
└─────────────────────────────────────────────────────────┘
Key Concepts
分头研究 (fēn tóu yán jiū)
"Parallel research" — Before building anything, research what exists. You focus on your unique needs; AI researches existing libraries, papers, implementations.
很可能已经有类似的了 = "There's probably something similar already"
Show Don't Tell
Don't explain what you'll build. Build it. Run it. Let them see it.
The fastest feedback loop: See result → Give feedback → Iterate → See updated result
KISS — Keep It Simple, Structured
- Simple and logical beats elegant and fancy
- Quants need clear data tables, not animations
- A 500-line Python script beats a 50-file TypeScript project
Available Skills
| Skill | Stage | Purpose |
|---|---|---|
/finance-driver:init | Setup | Initialize project structure |
/finance-driver:status | Any | Check progress, get suggestions |
/finance-driver:help | Any | This help page |
/finance-driver:research | Any | Lightweight 分头研究 — research libraries, approaches, references |
/finance-driver:define | DEFINE | Research and define vision |
/finance-driver:represent-roadmap | REPRESENT | Break into sections |
/finance-driver:represent-datamodel | REPRESENT | Define core entities |
/finance-driver:represent-tokens | REPRESENT | Colors/typography (web apps) |
/finance-driver:represent-shell | REPRESENT | Navigation shell (web apps) |
/finance-driver:represent-section | REPRESENT | Spec a section |
/finance-driver:implement-data | IMPLEMENT | Sample data (web apps) |
/finance-driver:implement-screen | IMPLEMENT | Build and run code |
/finance-driver:validate | VALIDATE | Cross-check: known answers, reasonableness, edges, AI risks |
/finance-driver:evolve | EVOLVE | Generate export package |
/finance-driver:reflect | REFLECT | Capture learnings |
Recommended Stack for Finance/Quant
UI: Streamlit (or Dash/Panel)
Backend: FastAPI + Pydantic
Calculations: NumPy, Pandas, SciPy
Finance: numpy-financial, QuantLib
Data Sources: See README for tiered recommendations
LLM-Native: financialdatasets.ai, Alpha Vantage, EODHD
MCP Available: Polygon.io, S&P Global/Kensho
Free (verify): yfinance, FRED
Storage: SQLite → PostgreSQL, Parquet files
Testing: pytest + Hypothesis
Data Quality Matters: For LLM-driven development, use MCP-native data providers (financialdatasets.ai recommended). Free sources like yfinance may have gaps, delays, or inaccuracies.
Why Python over TypeScript for quant work:
- Vectorized calculations (NumPy) vs manual loops
- Pydantic catches validation errors at boundaries
streamlit run app.pyvs npm/webpack complexity- Division by zero:
np.divide(..., where=b!=0)vs manual guards everywhere
Example Projects
| Project | Style | Key Libraries | Data Source |
|---|---|---|---|
| DCF Valuation Tool | Damodaran | numpy-financial | financialdatasets.ai |
| Portfolio Optimizer | Markowitz | PyPortfolioOpt, scipy.optimize | Professional feed |
| Factor Research | Open Source AP | pandas, statsmodels, alphalens | WRDS, CRSP |
| Risk Dashboard | VaR/CVaR | scipy.stats, matplotlib | Professional feed |
| Data Pipeline | ETL | pandas, SQLAlchemy | Multiple sources |
Getting Started
- New project:
/finance-driver:initor just describe what you want to build - Existing project:
/finance-driver:statusto see where you are - Stuck? Tell me the finance problem you're solving — we'll figure it out together
Iron Laws (Never Break These)
| Stage | Iron Law |
|---|---|
| DEFINE | NO BUILDING WITHOUT 分头研究 FIRST |
| REPRESENT | PLAN THE UNIQUE PART — DON'T REINVENT |
| IMPLEMENT | SHOW DON'T TELL — BUILD AND RUN IT |
| VALIDATE | CROSS-CHECK YOUR INSTRUMENTS — four checks, every time |
| EVOLVE | SELF-CONTAINED DELIVERABLE |
| REFLECT | CAPTURE WHAT DIDN'T WORK |
