Limits and FAQ
What the workspace does—and does not do
Exact behavior for methods, sources, files, schedules, sharing, privacy, usage, and billing.
Rebalance Cloud
What is Rebalance Cloud?
Rebalance Cloud keeps your Interactive Brokers portfolio on target. Every few weeks it builds a checked buy/sell list for your account, sends it to IBKR when you confirm, and helps you review what changed.
What is the frozen strategy?
60/40 target: 15 US stocks (72.5%), 2 China A-share ETFs (7.5%), and 3 broad-market ETFs (20%) — 20 fractional orders, rebalanced on your schedule (every 15/21/30 trading days, about 3–6 weeks).
Where do prices come from?
The current path uses public adjusted-close data with survivorship disclosure; the Dec PIT sleeve uses honest point-in-time reconstruction. Values are research-grade, not exchange-grade real-time feeds.
What does HEADLESS validation check?
It checks every order against IBKR requirements (11 checks): correct field names, market-open order type, China A-share ticker mapping, fractional-share rules, total value, and file integrity.
Does Oxaide transmit automatically?
Only through your own connector after you press Send. The basket is always checked first, and you keep discretion. If the market-open order is rejected, it retries later in the day (09:35 ET).
What capital is supported?
$5,000 to $2,000,000 per basket. Capacity is disclosed: broad ~$50M at 1% ADV, single-ticket ~$3M, Dec sleeve ~$15M VWAP.
Can I change the weights?
The engine is frozen for now — one strategy, one cadence. The assistant can explain the closest safe interpretation (e.g. custom capital or cash buffer) but does not change engine weights.
What is the AI assistant?
It reads your current portfolio, explains drift and concentration, and lists the deltas to reach the target. It never receives execution authority and always returns research, not advice.
Research boundary
Does Oxaide tell me what to buy or sell?
No. Rebalance Cloud provides research and decision support, not personalized investment recommendations or signals.
Does Oxaide place trades or manage funds?
No. Transmit goes through your own IBKR executor with your confirmation; Oxaide does not provide custody, portfolio management, or guaranteed returns.
Who makes the final decision?
You do. Oxaide helps organize evidence and questions; investment and business decisions remain human-owned.
Privacy and access
Is my portfolio public?
No. Portfolio data stays account-scoped and private by default. Nothing is published automatically.
What credentials should I provide?
Only the executor secret configured for your own IBKR Gateway. Never provide passwords, seed phrases, withdrawal credentials, or unrestricted trading credentials in chat.
Where is portfolio data stored?
Synchronized positions are held in your workspace store and used only to compute drift and baskets. Export and deletion requests can be sent to privacy@oxaide.com.
Where are the current data terms?
Use the Privacy and Terms links for the controlling retention, processing, and service terms. Product documentation describes controls but does not replace those policies.
Trial and billing
How does the trial work?
Every new owner receives one workspace with a limited number of basket generations. No card is required.
What does each plan include?
Starter $99/mo: 1 IBKR account, 20 orders per basket, every basket checked. Pro $299/mo: 3–5 accounts, drift + alerts, tax-aware review. Family $999/mo: white-label, many workspaces, professional API.
Can usage create a surprise bill?
No. Usage hard-stops at the included allowance; there is no automatic overage billing.
Where can I see usage?
Open Settings and billing in the workspace to review the current plan and account controls.