Documentation
Rebalance Cloud Docs
Practical instructions for connecting IBKR, reviewing portfolio drift, generating and validating baskets, transmitting, and using the AI assistant.
Rebalance workspace guide
Connect IBKR, review drift, generate a checked buy/sell list, send it, and ask the AI assistant about your portfolio.
Limits and common questions
Check what Rebalance Cloud can do, what it cannot guarantee, capacity limits, and how basket usage and billing work.
Inside the workspace
Overview
Account value, cash, drift, next rebalance, and recent baskets.
Portfolio
Live or demo positions vs the frozen 60/40 target with drift.
Rebalance
Generate a checked buy/sell list for any account size.
AI Assistant
Ask about concentration, drift, and what the next rebalance implies.
Basket history
Every generated basket with transmit status.
Account and Billing
Plans, usage controls, and Stripe billing.
One important boundary
Rebalance Cloud supports research and decision support. It does not provide investment advice, recommendations, signals, autonomous execution, custody, portfolio management, or guaranteed returns.