Documentation

Allocation targets

Every spot holding requires a saved target or an explicit Ignore choice. Managed target percentages are whole numbers from 0 to 100, total exactly 100%, and include the trading quote, such as USD or USDT. The quote cannot be ignored.

Ignore leaves a holding untouched and excludes its value from managed allocation, drift and dynamic cash. It remains visible in the account. During setup, holdings valued below $100 are suggested for ignoring; review the checked choices before saving. Missing USD prices do not cause automatic exclusion. The threshold is a setup convenience, not a rule reapplied as prices move. You can change Ignore in the allocation editor.

0% target means sell as much as the exchange permits. A remainder below the pair’s minimum quantity, quantity step or minimum order value is reported as dust and left untouched. Missing prices and locked funds are not dust. There is no negative-percentage sentinel.

Each managed noncash holding requires an active direct spot pair against the quote. New or unsupported holdings require review: choose a supported quote or explicitly ignore them. Changing quote clears the reference amount and requires reviewing Performance in the new currency.

Saving creates a strategy version for the next run. Existing exchange orders keep their previous settings until that run. Missing positive prices block valuation instead of silently dropping assets.

Optional dynamic cash uses managed value / fixed reference − 1. Cash changes linearly between the configured return endpoints and remains clamped outside them. Noncash targets are prorated; your saved base allocation stays unchanged. Deposits and withdrawals affect this signal.

Changing Exclude takes effect on the next run. Review your fixed reference amount when changing the managed holdings; it is never adjusted automatically.

Staked holdings

Kraken staking and Earn balances are combined with free units under the underlying asset (for example SOL, ETH, or ATOM). Allocation values include both. Staking/Earn units are part of the locked balance, not an additional balance.

Only free units can fund orders. Rebalio never unstakes or redeems Earn positions. If locked units prevent reaching a target, the run reports the constraint; these units are not dismissed as dust. You can unstake through the exchange, adjust your target, or explicitly ignore the entire asset. Ignoring an asset excludes both its free and staked units from the strategy.

This staking import currently applies to Kraken. Separate Earn products on other exchanges are not imported by their spot-wallet adapters.