About us

The rigour of finance, on the investor's side.

Rebalix helps DIY investors understand and keep their portfolio in order: method, costs and discipline, explained in plain words — no jargon, no easy promises.

Who's behind it

Who's behind Rebalix

Rebalix grew out of its founder's experience: decades in banking, from traditional banks to senior roles in institutions specialised in wealth management, corporate and investment banking. After seeing how finance works from the inside — and how often the rigour stays on the side of who sells, not who invests — he built Rebalix to bring that same rigour to the side of the DIY saver.

How we work

How we work

Every number is verified.

We double-check yields, taxes and formulas at the source (law, official data) and with independent calculations. If we find an error, we fix it — and we're glad if you flag it.

Sources cited.

When we discuss tax or rules, we cite the reference (laws, official documents) so you can check for yourself.

Not advice.

Our content is informational and educational: we explain how instruments work, we don't tell you what to buy or sell. We are not financial advisers.

Transparent about conflicts of interest.

Rebalix is a product: if a piece touches something we offer, we say so openly.

Your data stays yours.

No third-party scripts where financial data lives; we don't sell information.

In plain terms

What we don't do

We don't promise returns, we don't give «tips», we don't push you to buy a security. If an article uses a concrete example, it's only to show the numbers.

Rebalix
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Important notice: Rebalix is solely a tool to support the management and monitoring of your personal portfolio. It does not provide financial advice, investment recommendations, or any service involving the buying or selling of financial instruments under applicable regulations. All investment decisions remain entirely your own responsibility.