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14 articles
Getting started
Install Rebalio and get started
Set up your own private installation.
Getting started
Run Rebalio on your own host
Keep your private workspace and database under your control.
Exchange connections
Connect your exchange account
Import holdings without moving your funds.
Portfolio management
See all your accounts together
Account values and combined holdings, beyond managed portfolios.
Exchange connections
Connect Alpaca crypto or stocks and ETFs
Choose Paper or Live and connect your Trading API account.
Exchange connections
Connect Hyperliquid USDC spot
Use a dedicated API wallet for a Standard-mode main account.
Exchange connections
Connect Binance: create your API key
A visual walkthrough for connecting your Binance spot account to Rebalio.
Exchange connections
Connect Kraken: create your API key
Create a Kraken Spot API key with the permissions your Rebalio plan needs.
Exchange connections
Connect Bybit: create your API key
Connect spot holdings in your Bybit Unified Trading Account with a dedicated API key.
Exchange connections
Connect Gate: create your APIv4 key
Connect a Gate unified trading account with a dedicated APIv4 key.
Portfolio management
Set allocations and track drift
Choose targets and ranges for the portfolio you want.
Portfolio management
Preview, approve and follow a rebalance
Understand what happens before orders reach your exchange.
Security
Protect your account and local data
Understand encryption, authentication and custody.
Agent access
Connect your AI agent
Let your agent inspect and prepare while you approve.
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