Install Rebalio
Install Docker and follow the self-hosting guide. One image includes monitoring, performance, dynamic cash allocation, approved trading and agent access at no charge.
Create your local owner account
Read the single-use setup token from the Docker host and use it to create your local username and password. No cloud account is needed. Keep a backup of the separate database encryption key.
Connect an exchange
Choose Connect account from Overview or Accounts. Most connections use an API key and secret; Hyperliquid uses a main account address and a dedicated API-wallet private key. Monitoring needs read permissions. Rebalancing also needs trading permissions to execute approved rebalances. Keep withdrawals disabled.