Paul – AI Assistant for Investing and Portfolio Management in Regolith, All in One Interface

Paul is now available in Regolith – a personal AI investment assistant that helps you manage your portfolio, assets, and use the platform more efficiently. It is currently available on the web version and serves as a single point of access for questions about your portfolio, assets, and Regolith features.

You can ask Paul about your current investments, returns, referral bonuses, or how to complete a specific action. Instead of searching for the right section or instructions, simply describe what you need in your own words.

This is the first version of Paul – beta 1.0. It can already do a lot, but this is only the beginning. The vision for Paul goes much further: over time, it is expected to evolve from an assistant into a full interface where users can not only get information, but also manage their investments directly through chat.

What Is Paul, the AI Investment Assistant?

Paul is Regolith’s personal AI assistant, available 24/7. It works with the context of your account and helps you navigate the platform faster. Paul combines the capabilities of an AI investment assistant, a financial assistant, and an interface for managing your Regolith account.

It understands your financial picture within Regolith: your portfolio, assets, investment results, referral structure, and bonuses. This means you can ask questions specifically about your own account rather than in general terms. For example:

• “What assets are currently in my portfolio?”
• “How has my portfolio value changed?”
• “What referral bonuses do I have?”
• “Where can I find information about a specific investment?”
• “How do I fund my account?”
• “How do I complete verification?”

Paul understands questions in natural language – simply describe what you need, and it will understand.

AI Assistant for Investment Portfolio Analysis

One of Paul’s main capabilities is working with portfolio data. Instead of gathering information manually across several sections, you can ask a specific question and get an answer based on your own assets. For example:

• “Show me my portfolio allocation”
• “Which investments have generated the strongest results?”
• “How much do I currently have invested?”
• “What positions are in my portfolio?”

This becomes especially useful as your portfolio grows: there is no need to open tables or switch between screens. Just ask a question, and Paul will help you find the relevant information and understand the details.

Paul does not make investment decisions for you or provide any guarantees of returns. Its role is to help you understand the available information, tools, and features of the platform more quickly.

Help with platform operations

Paul knows more than just Regolith investment products. It can also guide users through key actions on the platform. For example, it can explain:

• how to complete verification;
• how to fund your account;
• where to find a specific investment product;
• how to make an investment;
• where to find documents;
• how to view transaction history;
• how different sections of your account work.

Simply write: “I want to fund my account with USDT. What should I do?” or “How do I withdraw funds?” Paul will break the process down into steps and show you where to go next.

This is especially useful for features you do not use every day: there is no need to remember every step or contact support with a basic question.

Help exploring investment options

Another area where Paul can help is navigating the investment opportunities available through Regolith. It can explain what products are available, how they differ, and which parameters may be worth considering when comparing them. For example:

• “What investments are currently available?”
• “Show me options with regular payouts”
• “What is the difference between these two funds?”
• “Which products are designed for a longer investment horizon?”
• “Explain the risks of this investment in simple terms”

In the future, Paul is expected to support not only information about investment products, but also key actions directly in chat – including investing, closing positions, funding accounts, and withdrawing funds.

From an AI assistant to chat-based management

The current version is only the first stage. Over time, Paul is expected to become a full Regolith interface within a single conversation: not only explaining what needs to be done, but also enabling users to complete actions without moving between different sections of the platform.

For example, a user could write: “Invest $5,000 in this product.” Paul would display the transaction details, ask for confirmation, and process the action directly through chat. Or:

• “Close this position”
• “Fund my account with $2,000”
• “Withdraw $1,000 in USDT”
• “Show my profile details and update my address”

The interaction model changes: today, users find the relevant section, click through menus, and fill out forms. In the future, they will simply describe what they want to do, and Paul will guide them through the required steps.

Naturally, financial and sensitive actions will require user confirmation and the appropriate security checks.

One chat for everything

In the long term, Paul is designed to bring together three core functions.

• Information. Check your portfolio, results, available investments, transaction history, and account details.
• Assistance. Understand a product, compare options, navigate the interface, or get step-by-step guidance.
• Action. Invest, close positions, fund and withdraw money, update settings, and complete other operations directly in chat.

It is the third function that can turn Paul from a conventional assistant into a new interface for a financial platform: the user describes a task, Paul proposes the next step and, after confirmation, carries it out.

Paul gets better with every request

Paul is already live, but this is still the first beta version, 1.0. It may occasionally misunderstand a question, provide an answer that is less precise than expected, or ask you to rephrase your request. That is a normal part of an early-stage product.

We are launching Paul now so that we can improve it not only internally, but also based on real user scenarios. The more different tasks people give Paul, the clearer it becomes which features are genuinely useful and what should be improved first.

That is why your feedback is especially important at this stage:

• If Paul gives you an answer you did not expect, let us know.
• If you expected it to have a different feature, tell us.
• If there is an action you perform regularly that would make sense to delegate to Paul, that is exactly the kind of use case we want to hear about.

Our goal is to make Paul one of the most convenient tools for working with an investment platform.

What should we add to Paul?

We want to develop the next versions of Paul together with Regolith users. What features would be most useful to you?

Share your idea – we will consider the most useful suggestions when developing future versions of Paul.

Try Paul

Paul is already available in the Regolith web version. Open the AI assistant, ask a question about your portfolio, request help with an operation, or test it with a more complex task.

This is still a beta version, and many improvements are ahead. Over time, Paul is expected not only to answer questions about your portfolio, but also to perform actions directly in chat. What makes it into the next versions will depend in large part on your feedback.

Paul is currently in beta and continues to be developed. Information provided by the AI assistant is for informational purposes only and does not constitute personalized investment advice.