Release notes
NoahAI Labs service structure and operating policy change log
Purpose of these notes
These release notes are not a list of feature additions or improvements. Their purpose is to record service structure changes and operating policy changes.
For each version, we focus less on what changed in isolation and more on why the structure was changed and which operating principles were applied.
v3.8.9.19 — Dashboard tab visualization upgrade & Korean market integration (2026-05-06)
Why the structure changed
The asset integration, life finance, and AI analyst service tabs were providing only text-list level information, making it difficult for users to gain meaningful judgment insights. Visualization engines were directly implemented per tab, and the stock service market trend data was converted to Korean market standards.
Structural changes
1. Asset Allocation Diagnosis Tab
- Weighted bar chart: Color-coded bars for crypto/stock/other asset classes (tkinter Canvas)
- HHI concentration meter: 0–100 gauge bar with 3-zone coloring (green/orange/red)
- Correlation heatmap: 2×2 asset class correlation — low correlation=green, high=red
- Rebalancing suggestion cards: AssetCorrelationService-based high-correlation warnings
2. Scenario Check Tab — DB Backtest Engine
- Real trade simulation: Latest 200 records from DB trade_log for 3-strategy comparison
- Strategies: Conservative (×0.7) / Current policy / Aggressive (×1.3)
- Metrics: Win rate, cumulative PnL, max drawdown, per-trade average
3. Risk Briefing Tab — Loss Simulation
- Loss estimation table: Per-asset-class loss calculation for -5%/-10%/-20%/-30%/-50% market drops
- Risk cards: Concentration / correlation / cumulative PnL risk level cards
4. Security Alert Tab (NEW) — Life Finance
- Auto anomaly detection: DB trade_log → fraud_detection_service → pattern detection
- Risk score: low/medium/high/critical 4-level rating
- Self-diagnosis checklist: 5-item voice phishing / smishing checklist
5. Tax Calculation Tab (NEW) — Life Finance
- Year-end tax: Salary/card/medical/education/donation inputs → tax payable / effective rate
- Financial investment tax: Stock gain-based calculation (KRW 2.5M deduction)
- Tax-saving account comparison: ISA / pension savings / IRP benefit comparison
- Optimization tips: 5 personalized tax-saving tips auto-generated
6. Korean stock market trend localization
- Naver Finance public API: No API key required, real-time KOSPI/KOSDAQ index
- Stocks: Samsung Electronics / SK Hynix / NAVER / Kakao / Hyundai Motor / LG Energy Solution
- Sectors: IT/semiconductor / Internet/platform / Auto / Secondary battery
Operating principle
A judgment infrastructure does not end at showing numbers.Users must be able to immediately verify "how diversified is my portfolio", "what if the market drops 20%", and "are there anomaly patterns in my trades". This release marks the transition from text guidance to visualization and calculation engines.
Deployment verification
Menu regression: 51 passed (0 failed) · Syntax errors: 0 · Files changed: 5 · New functions: 12
v3.8.9.11 — TP/SL -2021 root fix and multi-asset platform expansion (2026-01-25)
Why the structure changed
On low-priced altcoins such as GALA and JASMY, TP (Take Profit) orders could fail. The error was -2021: Order would immediately trigger—not a simple bug but a structural issue with price precision handling and TP direction validation.
At the same time, work progressed to extend the financial AI operating engine—validated in live crypto—to ETFs and stocks. This is an important step toward an asset-neutral financial AI platform that is not tied to a single asset class.
Operational structure changes
1. Root fix for TP/SL -2021
- Key name compatibility: Support both
price_precisionandpricePrecision. Previously, key mismatch caused price precision to stay fixed at 2, so low-priced coins could not be priced correctly. - Low-price coin detection and precision: Automatically detect coins in roughly the 0.001–0.02 price range and apply appropriate precision so TP/SL orders execute correctly.
- TP direction validation: For LONG, TP must be above the current price; for SHORT, TP must be below. Previously this check was missing, so TP orders could be created in the wrong direction.
2. Financial AI platform expansion (multi-asset)
- StockExchange interface: Added
trading/exchanges/interfaces/stock_exchange.pyso securities and crypto exchanges can be handled behind the same interface—a core design principle for an asset-neutral engine. - Domestic broker adapter skeleton: Added
trading/exchanges/adapters/kiwoom_stock_adapter.pyas the base structure to integrate broker APIs into the financial AI system. - Dashboard: Stock/securities tabs and per-broker sub-tabs so users can manage crypto and stocks in one interface.
Operating principles
The same safeguards must work for every asset class. Whether low-priced alts or high-priced coins, crypto or stocks, safeguards such as TP/SL must behave consistently—not differently by precision or asset type.
Through asset-neutral design, adding a new asset class should reuse existing safeguards and operating structure. The ETF/stock expansion is the first live application of this principle.
v3.8.9.9 — Full Binance Algo Order API implementation (2025-12-27)
Why the structure changed
After Binance policy changes (2025-12-09), conditional orders (TP/SL) were required to go through the Algo Service. This is not a simple feature add—it is a redesign of operating structure in response to exchange API policy.
Operational structure changes
- Unified signing rules: Query-string-based signing so all parameters are handled consistently.
- Standardized price precision: Prefer
tickSize, reduce floating-point error for stability. - Simpler conditional-order branching: Removed complex logic (roughly 160 lines → 55) for maintainability.
- Unified response shape: Normalize Algo Order responses to match ordinary orders for backward compatibility.
Operating principles
When exchange policy changes, we evolve the structure to meet new requirements while keeping compatibility with existing code. Design so all modules pick up changes automatically and minimize follow-up edits.
v3.8.9.7 — Binance API compliance and configuration structure (2025-01-26)
Why the structure changed
Align fully with official Binance API rules and move hard-coded settings to structures users can control.
Operational structure changes
- API compliance: When
closePosition=True, omitquantity; do not usereduceOnlyandclosePositiontogether. - Structured config: Backup TP/SL settings moved to
settings.jsonso the AI can adjust automatically to market conditions. - Path auto-detection: Remove hard-coded paths; detect correct paths even in packaged environments.
- Clear TP/SL roles: Separate real-time monitoring (primary) from backup TP/SL (insurance).
Operating principles
Exchange API rules are non-negotiable. User-controllable settings live in files so the AI can adjust them dynamically.
v3.8.9.5 — Stronger TP/SL validation and atomicity (2025-01-26)
Why the structure changed
Trades could proceed even when TP/SL validation failed. We strengthened safety with atomicity guarantees.
Operational structure changes
- Mandatory TP/SL: On validation failure, close the position immediately and treat the trade as failed.
- Atomicity: If either TP or SL fails, roll back both; keep atomicity on reset as well.
- Unified validation: Use the same order-type filtering everywhere.
- Modularization prep: Concentrate TP/SL responsibility in TpSlManager for reuse.
Operating principles
Safeguards (TP/SL) are mandatory. If they cannot be set, the trade does not run. Atomicity prevents partial failure states.
v3.8.9.3 — Unified balances and trade statistics (2025-11-29)
Why the structure changed
When running multiple exchanges, we improved balance and trade statistics so everything can be managed in a unified way.
Operational structure changes
- Unified balance totals: Sum USDT/KRW balances across exchanges and display.
- Unified trade stats: Prefer
exchange_trade_stats, fall back totrade_logfor accuracy. - TP/SL close logging: Update
trade_logon TP/SL closes for better stats. - Fee-aware closes: Minimum profit threshold after fees to ensure fees are covered.
Operating principles
Multi-exchange operation requires a unified view—not only per-exchange detail but whole-portfolio performance at a glance.
v3.8.9.2 — Smart progressive learning (2025-11-29)
Why the structure changed
To apply appropriate conditions for both new and existing users, we introduced a progressive learning system.
Operational structure changes
- History-based thresholds: From first-ever trade (0) through normal trading (11+), thresholds relax in stages.
- First trade per coin: Relaxed thresholds when trading a coin for the first time.
- Trust AI judgment: Even weaker signals can proceed when market conditions are favorable.
- Signal-strength adjustment: Auto-adjust AI confidence by signal strength.
Operating principles
Learning is progressive. Start with relaxed conditions; move to normal thresholds as history grows. We trust holistic AI judgment, not signal strength alone.
v3.8.9 — Stronger position synchronization (2025-11-21)
Why the structure changed
Keep accurate state after app restarts and strengthen synchronization between the exchange and in-memory state.
Operational structure changes
- Exchange vs memory: Fetch real positions at the start of each trading cycle.
- Remove closed positions: Clean memory so position counts stay accurate.
- Recover real positions: Survive app restarts with consistent state.
- Stable cycles: Correct position counts normalize the trading loop.
Operating principles
In-memory state must always match the exchange. Synchronization keeps state correct after restarts or network errors.
v3.8.8.8 — Trading blocked loop and stronger settings preservation (2025-11-14)
Why the structure changed
Fix the “chicken and egg” loop where the first trade never runs, and improve structure so user settings persist reliably.
Operational structure changes
- First-trade allowance: When total trade count is zero, apply relaxed conditions.
- Insufficient data: Dynamic relaxation via
user_signal_threshold. - Settings preservation: Recursive merge for nested dicts—two or more levels deep.
- Protected keys: Explicit protection so template merges never overwrite user values.
Operating principles
Circular dependency must be solved in structure: allow the first trade so data can accumulate, and always preserve user-edited settings.
v3.8.8.6 — Alpha Arena mode (2025-11-07)
Why the structure changed
Add an LLM-based autonomous trading mode to support multiple trading strategies.
Operational structure changes
- Independent mode: Alpha Arena is fully separate from the main auto-trading pipeline.
- LLM autonomous trading: The AI decides and executes trades directly.
- Benchmarked strategies: Apply winning algorithms validated in Alpha Arena benchmarks.
- Built-in guardrails: Leverage limits, mandatory TP/SL, cooldowns, and more.
Operating principles
New modes run independently from the existing system, with appropriate guardrails per mode. Strategy depends on the mode the user selects.
v0.1 — Website service structure published (2025-12)
Service page structure
We organized NoahAI Labs’ web presence as follows:
- Services (/product): Focus on currently available personal financial AI services.
- Autonomous financial assistant (/product/assistant): The umbrella concept for integrated wealth tech / financial AI / autonomous assistant and the expansion vision.
- Technology (/technology): Financial AI engine and operations stack.
- Enterprise (/enterprise): B2B and institutional operations stack.
Why we changed the structure
Previously the site emphasized coin-centric services. NoahAI Labs aims at integrated financial judgment AI, not a single asset class.
Crypto is positioned only as the “first live-validated asset,” and we added a dedicated autonomous assistant page to make the expandable financial-AI architecture explicit.
Operating principles
- We do not emphasize individual coin strategies, return figures, or short-term performance.
- We center the story on judge → execute (optional) → log → review → explain (XAI).
- We prohibit investment advice and guaranteed-return language.
- Without technical hype, we use terms like “platform,” “engine,” and “operating structure.”
What we will record next
Future release notes will cover structural changes such as:
- Asset scope expansion (crypto → securities/ETF/real estate)
- Deeper risk interpretation
- Broader explainability of judgments
- Expanded execution scope
- Operating policy changes
- Responses to exchange API policy changes
- Safeguard structure improvements
We do not log feature additions or performance numbers—only changes to structure and operating principles.