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Portfolio management

See all your accounts together

Account values and combined holdings, beyond managed portfolios.

Account values

Accounts shows the USD value of each connection using its holdings, including assets outside a portfolio. Open an account to inspect available and locked units. Staked units already included in locked balances are not counted twice.

All accounts

Overview combines account values and merges matching asset identifiers across accounts. The donut shows the ten largest holdings by USD value, with the remainder grouped as Other. Portfolio targets, drift and dynamic cash still use each portfolio’s managed assets only.

Understanding the totals

Stablecoin-based USD estimates are labeled. If prices or supported valuations are missing, Rebalio shows Known value and marks the total as incomplete. Unmanaged broker positions may not be valued. Disconnected or failed connections can retain last available balances and prices; these are not executable quotes.

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