Legal draft
Terms of Service
These terms must receive counsel approval before production launch.
Portfolio management service
Rebalio displays connected spot holdings, compares them with user-defined targets, tracks confirmed performance observations, and provides reviewed allocation suggestions based on user-configured rules.
User-approved exchange operations
Rebalio stores exchange credentials in an AES-256-GCM encrypted vault and can submit market orders during user-started or scheduled rebalances, and reconcile or cancel unresolved submitted orders. Users configure the allocation and authorize manual runs or daily scheduling. Orders may partially fill, remain open, or have uncertain outcomes that require reconciliation.
No individualized advice
Outputs describe mathematical differences and are not individualized investment, legal, or tax advice. Rebalio is not registered as an investment adviser or broker-dealer. Users remain responsible for decisions made using calculator outputs.
Calculation limits
Previews account for configured fee and slippage assumptions and observed exchange constraints. Estimates do not guarantee execution prices, fills, liquidity, or returns and do not calculate taxes.