Autonomous financial assistant
An AI financial assistant whose judgment quality grows with your financial context
NoahAI is not a short-term tool but an AI financial assistant whose judgment quality improves as your financial context accumulates. Automatic execution is optional; by default we organize and explain judgment so you can decide.
Why it's needed
What's needed is not information but judgment structure.
Information overload
Data and opinions flood in, but judgment organized for your assets and goals is scarce.
Judgment fatigue
Deciding what to do and when to adjust repeats every day.
Execution mistakes
Even when judgment is organized and explained, mistakes in execution, missed timing, or skipped checks happen.
No record
Why a decision was made and how it turned out often go unrecorded, so the next judgment has no link.
Core capabilities
The autonomous financial assistant organizes and explains judgment around your financial state and goals, and provides execution support when needed.
Unified asset summary
Crypto, securities, ETF, real estate, cash—we summarize all assets in one view and explain them clearly.
Risk detection and alerts
When rapid market changes, abnormal patterns, or deviations from your criteria are detected, we alert and trigger safeguards per your settings.
User-criteria–based judgment
We summarize options and aid understanding for your situation using your goals, risk tolerance, and allocation. This is information structuring and understanding support—not investment advice.
Optional execution support
Within your settings and safeguards we automate repetitive or rule-based tasks to reduce execution burden.
Full process logging and explanation
We log and report every judgment rationale, execution result, and risk assessment in explainable form to build trust and improve the next judgment. This service does not provide investment advice or return guarantees; you are responsible for all execution outcomes.
Financial guidance (digital inclusion)
For the digitally excluded we guide financial procedures step by step via voice or text. Even if users cannot use complex apps or online banking, the AI assistant answers in plain language. We also detect unusual patterns and possible voice phishing or fraud and prompt extra confirmation—we do not induce or auto-execute specific actions.
Example questions:
- • "How do I transfer money?" → Step-by-step for online banking, app, ATM, branch
- • "I want to open a deposit" → Types and how to open
- • "I want a savings account" → Benefits, how to open, documents
- • "I want a loan" → Types, rates, application process
- • "When is tax filing?" → Period, method, documents
- • "How do I manage a budget?" → Recording income/expense, setting a budget
NoahAI's financial assistant is built on judgment and learning structure validated in crypto and is expanding to traditional markets (e.g. overseas equities, futures). Automatic execution is optional; user control and logging/explanation are the default.
Relation to crypto service
Crypto automated trading is an operational domain for validating financial AI structure; it does not represent the full purpose or scope of this assistant.
Crypto was the fastest environment to validate NoahAI's financial judgment structure; we are extending the same judgment–logging–explanation structure to other financial domains.
The crypto service we offer today is the first production-validated asset of the autonomous financial assistant.
Crypto markets run 24/7 with fast-moving data and risk; they give individual users direct access. That made them a suitable starting point to validate and improve the financial AI engine.
The same financial AI engine is designed to extend across asset classes. The structure—judgment → (optional) execution → logging → replay → explanation (XAI)—applies to equities, ETF, real estate, and cash flow as well. Crypto is a subset of the full financial AI and the first production application of the extensible operating structure.
Extensible judgment structure
The autonomous financial assistant aims to extend judgment structure; execution scope expands only when regulation, safety, and user control are met.
Asset scope expansion
From a single asset we extend to recognizing and interpreting multiple types (securities, ETF, real estate, cash flow) in one view.
Risk interpretation
We develop interpretation of portfolio-level risk, cross-market correlation, and long-term risk, not just single-asset risk.
Explanation scope
Beyond simple results we expand to explain rationale, alternatives, and long-term impact in explainable form.
Execution scope
Within clear user settings and safeguards we gradually extend execution support to more assets and transaction types.
Safety and control
The autonomous financial assistant operates under user control with safeguards as default. We prioritize alignment with financial regulation and public AI policy.
Guardrails
Safety rules (max risk, halt conditions, conservative decision criteria) are applied first to block excessive risk.
Halt conditions
When rapid market change or abnormal signs are detected we halt automatically and notify the user to take control.
User control
You decide all settings and execution scope; you can change or stop at any time.
Optional auto-execution
Auto-execution is an option that runs only when you explicitly enable it and safeguards agree. You can also choose judgment-only and execute yourself.
Learn more
Explore the technology behind the autonomous financial assistant and our current services.