Connect your exchange
Bring your holdings into view with a secure exchange connection.
Less busywork. More balance.
Crypto, tokenised stocks and ETFs. More ways to build your portfolio.
Bring your investments together and keep your allocation on track.
Your funds stay on your exchange. You set the rules.

Connect the exchanges you already use
A simpler routine
Bring your holdings into view with a secure exchange connection.
Pick the assets, cash allocation, and rules that fit your plan.
Rebalance when you choose, or turn on a daily run.
01Interactive Dashboard
Build a broader portfolio with crypto and available tokenised stocks and ETFs. See your connected accounts together, with a clear view of what needs your attention.
Track portfolio values and connected holdings in one place.
See which portfolios are within their allocation ranges and which need a closer look.
02Smart Rebalancing
Prices move. Your plan doesn’t have to. Rebalio checks each asset against your chosen allocation range and trades to bring out-of-range holdings back toward their targets.
Run a rebalance yourself or set a daily time and timezone.
Give your holdings a little room to move. Pause rebalancing whenever you need to.
03Cash Management
Decide how much to keep in cash as your portfolio changes. Set your limits and a reference amount. Rebalio adjusts the cash target using the rules you choose.
Choose the minimum and maximum cash percentages, and when each should apply.
As the cash target changes, the remaining target allocation keeps the same relative split between assets.
04Custom Allocations
Decide what share each asset should have. Add supported assets, enter your percentages, and choose which holdings Rebalio should manage.
Set whole-number percentages that add up to 100%, including your cash allocation.
Exclude holdings from management while keeping them visible in your account.
Built around your control
On your exchange. Rebalio connects to read your balances and place trades according to your settings.
How we protect your credentialsConnect your existing exchange account.
Stored in an AES-256-GCM encrypted vault.
Use read and trading access. Keep withdrawals disabled.
Straightforward pricing
From one account to a bigger picture. Choose what fits.
Get to know your portfolio.
$0 / month
Free · No subscription payment
Get startedPut your portfolio rules to work.
$11.99 / month
Billed monthly · USD
Get startedMore accounts. The same clear view.
$29.99 / month
Billed monthly · USD
Get startedAll prices in USD. Exchange trading fees are separate.
A few common questions
Rebalio is built around the assets in your connected exchange accounts, including crypto and tokenised stocks and ETFs where supported. Tokenised products give you exposure to individual companies or baskets of investments, adding more ways to build your portfolio. An asset must be available to your account through a supported spot trading pair in your portfolio’s execution currency. Availability varies by exchange and region. Tokenised stocks and ETFs are different products from shares or fund units held through a traditional broker.
About supported investment typesRebalio supports Binance, Kraken, and Bybit spot accounts. Each exchange connection can have one managed portfolio. Available assets depend on the trading pairs supported by your exchange and your chosen execution currency.
Connecting an exchangeYour funds stay in your exchange account. Rebalio uses your exchange connection to read balances and place trades according to your settings. Connect with read and trading permissions; do not enable withdrawals.
Exchange connection permissionsAs prices change, each asset can become a larger or smaller share of your portfolio. Rebalio checks your allocation ranges and places market orders to bring holdings outside those ranges back toward their targets. It sells before it buys. Exchange minimums, fees, and price changes mean the final split may not match exactly.
Learn about rebalancingYou set a reference amount, a minimum and maximum cash percentage, and the performance levels where those percentages apply. As managed value rises relative to your reference, the cash target increases; as it falls, the target decreases, within your limits. The remaining target allocation keeps the same relative split between your holdings. Updated targets are applied when rebalancing runs. Deposits and withdrawals affect this comparison, so it is not a measure of investment return.
Free is $0. Pro is $11.99 per month and Premium is $29.99 per month. Annual billing saves 20%: $115.10 per year for Pro or $287.90 for Premium. All prices are in USD.
Compare all plansYour portfolio. Your rules.
Bring your accounts together and keep your investments aligned with the plan you choose.
Get started