Rebalance for family offices — no Excel, no manual fixes
For teams of 1 to 50+ accounts: Rebalance Cloud keeps your portfolio on target. Every few weeks it builds a simple buy/sell list for your account size, checks every order, and sends it to Interactive Brokers when you confirm. Research, not advice — you stay in control.
Choose your schedule: every 15, 21 or 30 trading days (about 3–6 weeks; default is 3). One-time setup on the computer running IBKR Gateway or TWS, then it works on autopilot until you say go. 
Interactive Brokers
Before you see a basket, every order is checked against IBKR's rules: correct format, market-open timing, the right tickers for China A-shares, and fractional-share limits.
Per-workspace progress — next rebalance countdown and drift. Backtested 2016–2026, details in Trust. Not investment advice.
Signal → Basket → Transmit → drift tracking for your next window. Each workspace has its own clock; Family sees per-workspace bars. Your 21/15/30 choice is stored per workspace.
How it works — 3 steps, on your schedule
From signal to IBKR transmit in under a minute.
Pick every 15, 21 or 30 trading days (about 3–6 weeks, default 3). The strategy is fixed and fully explained — no surprises.
For your account size, Rebalance Cloud builds the basket and checks every order against IBKR rules before you see it.
Your connector sends the basket to IBKR at the next market open (09:28 ET, with a 09:35 fallback). Nothing moves without your confirmation.
Pricing — hard stop, per workspace
Per workspace. Your cadence. $99 / $299 / $999.
Pick 15, 21 or 30 trading days (5–63 configurable). Stripe hard-stop, self-serve. Research not advice — SMA* only after 12m.
- ✓ 20 orders per basket
- ✓ Every basket checked before sending
- ✓ Your schedule · progress tracking
- ✓ Performance vs a benchmark
Secure Stripe
- ✓ Email + Telegram alerts each rebalance
- ✓ Portfolio drift + tax-aware review
- ✓ Schedule presets 15/21/30
- ✓ Live send to IBKR · up to 5 baskets/mo
Secure Stripe
- ✓ White-label reports
- ✓ API + validation for professionals
- ✓ Progress across many workspaces
- ✓ SMA option after 12 months*
Secure Stripe
Proof, not promises — details in Trust
- • Each workspace tracks its own next rebalance and portfolio drift
- • 30 experiments, 16,000+ combinations backtested — research, not advice; past ≠ future
- • Open research: the strategy, checks, and backtest data are published in our repo
- • Runs on Cloudflare — no servers to manage
Oxaide provides research and decision support. Not financial advice, not a recommendation to buy/sell. Past performance is not a promise of future results. You retain discretion on every basket.