Documentation

Portfolios

Each connected exchange account has one portfolio. Complete Connect account, Allocation, Performance and Review before trading. Setup saves settings without placing orders. Every spot holding requires a target or an explicit Exclude choice. Zero means sell what the exchange permits, leaving dust. Reporting currency is always included.

Portfolio details have three tabs: Allocation, Rebalance and Performance. Allocation contains allocation details and a separate Excluded Holdings subtab. Cash allocation shows the reporting-currency value, current percentage and effective target, without bounds. Noncash holdings show allocation and drift against effective targets.

Edit configuration contains Allocation, Rebalance and Performance settings. Configure the daily time and timezone under Rebalance, and the reference amount and dynamic cash rule under Performance. Saved settings apply on the next run.

Run rebalance executes one fixed market-order correction plan. Dynamic cash adjusts targets before calculating drift. Only breached noncash holdings generate corrections. Sells settle before buys, cash is the remainder, and each holding gets at most one correction per run. Manual and scheduled runs use this same process.

Performance shows managed value, a fixed reference, return versus reference and effective dynamic cash. Excluded holdings do not contribute to managed value.

Disconnect pauses rebalancing, reconciles submitted orders and removes credentials. Delete account is available afterward and removes account-specific Rebalio data while preserving other accounts and your login.