How it works
Up and running in minutes.
The interface is designed to be intuitive from day one.
1
Choose your path
Quick setup for those who want to start right away. Advanced for maximum control over glidepath, asset class and dynamic savings plan. You can always change.
2
Add your portfolio
Import transactions from your broker or enter them by hand. Your portfolio is ready in a few minutes.
3
Monitor and optimize
Dashboard with real-time allocation, drift vs target, rebalancing plan and XIRR return. You always know where you are on your goal.
Pricing
Simple and transparent.
One plan, all included. Try 30 days free without entering a card.
Pro
€109
/year
30 days free · No card required
Portfolio & data
- ✓ETF, azioni, obbligazioni e cripto: quanti ne vuoi, senza limiti
- ✓Import from your broker in one click, or by hand
- ✓Prices updated twice a day
Strategy & rebalancing
- ✓It tells you what to buy and sell to stay on track
- ✓Contributions that adapt to downturns, if you want · dynamic savings plan
- ✓The allocation adapts to your horizon · glidepath
- ✓See how your wealth is really split · asset class
- ✓Automatic alerts, only when action is needed
Metrics & analysis
- ✓The real return, net of your country’s inflation
- ✓The metrics that matter: return, risk, distance from the goal · XIRR, TWR, Sharpe, Sortino, Required CAGR
- ✓How much fees really cost you
- ✓Coupons and dividends with estimated net, from official sources · white-list · tax residence in Italy
Single stocks, listed bonds (government and corporate) and dividend tracking are in development. They'll be available in a dedicated plan when released.
Free public tool
How is your ETF taxed in Italy?
1,700+ funds with white-list share and effective tax rate already computed, from the official documents of 11 issuers. Search by ISIN, ticker or name; every page states its source and validity semester. Updated every semester.
Look up your ETF →Early access
Your portfolio deserves better.
Start with 30 days of Rebalix Pro, free.
No card required. You'll receive your access code by email.