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Portfolio management

Preview, approve and follow a rebalance

Understand what happens before orders reach your exchange.

Preview a rebalance

Rebalio reads fresh exchange data and prepares proposed trades using your allocation rules and exchange constraints. Review the proposal before approving. Previews expire after two minutes.

Your approval

Approve each rebalance in your private workspace. This also applies to proposals requested by an agent. Rebalio rechecks balances, prices and market rules before placement. Fees and market movement can leave residual drift.

Follow the outcome

Orders run one at a time: send, save the exchange order ID, wait for a fill, then send the next order. Submission or verification failures pause the run without discarding remaining orders. Check order status, or verify the outcome at the exchange and choose Confirm filled or Confirm not placed to continue. Not-placed orders are skipped without resubmission. Closing ends further submissions; new approval waits until outstanding outcomes are resolved.

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