Rebalance Cloud — Works with IBKR
Rebalancer for family offices — no Excel, no manual fixes.
Every few weeks, Rebalance Cloud builds a simple buy/sell list that keeps your portfolio on target, checks every order, and sends it to Interactive Brokers when you confirm. Research, not advice — you stay in control.
Choose every 15, 21 or 30 trading days (about 3–6 weeks, default 3) · For teams of 1 to 50+ accounts · Research tooling, not a fund.
01
1 — Choose your schedule
Every 15, 21 or 30 trading days · default 3 weeks
02
2 — Get your buy/sell list
Built for your account size · every order checked
03
3 — Review, then send
Sends to IBKR at the next market open 
Next rebalanceAll checks passed
Day 13 of 21in 13 trading days · 09:28 ET
Progress is per workspace — your team sees its own cadence, holdings, and drift. Demo shows 21-day default.
How it works — 3 steps, on your schedule
From signal to IBKR transmit in under a minute.
01
SCHEDULE
Choose your schedule
Pick every 15, 21 or 30 trading days (about 3–6 weeks, default 3). The strategy is fixed and fully explained — no surprises.
02
BASKET
Get your buy/sell list
Rebalance Cloud builds the basket for your account size and checks every order against IBKR rules before you see it.
03
SEND
Review, then send
Your connector sends the basket to IBKR at the next market open (09:28 ET, 09:35 fallback). Nothing moves without your confirmation.
Capacity & risk: Broad sleeve $50M @1% ADV, single-ticket $3M. Backtested 2016-2026, research not advice — you keep discretion. Details in Trust.
Simple pricing — hard stop, per workspace
Per workspace. Your cadence. $99 / $299 / $999.
Choose 15, 21 or 30 trading days (5–63 configurable). Stripe portal cancel/return. No enterprise sales call. Research, not advice.
Starter — 1 IBKR account · 1 workspace
$99/mo
- ✓ 20 orders per basket
- ✓ Every basket checked before sending
- ✓ Your schedule · progress tracking
Most popular
Pro — 3–5 accounts · per-workspace progress
$299/mo
- ✓ Auto email + Telegram per rebalance
- ✓ Drift monitor + tax-aware review
- ✓ Live send to IBKR · up to 5 baskets/mo
Family — RIA · white-label · multi-workspace
$999/mo
- ✓ PIT API + Validator
- ✓ Multi-workspace progress
- ✓ White-label deck · SMA opt-in*
*SMA 2/20 opt-in only after 12m OOS, qualified clients — not a return promise. Each workspace has its own cadence & next-rebalance.
See full details on Rebalance Cloud pricing and compare plans.
Research, not advice
Open your Rebalance Cloud workspace.
Connect IBKR once, review your portfolio drift, generate a checked basket, and send it when you are ready — no Excel fixes.
What you getFree
- ✓ IBKR portfolio sync + drift
- ✓ A checked buy/sell basket, ready to send
- ✓ AI rebalance assistant + transmit history