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FAQ
FAQ
Frequently asked questions.
Find the answer you need. Every answer is right here.
Pricing & Trial
Can I try it for free?
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How much does Rebalix cost?
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What happens after the 30-day trial?
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Can I cancel at any time?
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Is the price all-inclusive? Are there hidden costs?
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Can I access it from multiple devices?
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Transparency
Is Rebalix a financial advisory service?
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Why don't you tell me the optimal portfolio?
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Does Rebalix tell me what to buy? Is it financial advice?
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Security
Do I have to provide my broker credentials?
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Can Rebalix see the contents of my portfolio?
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Who has access to my data?
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How do you handle security breaches?
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Privacy
Who can see my data and where is it stored?
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Where are the servers physically located?
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What happens if I delete my account?
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Do you use my data to train AI models?
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Product
Does it only work with ETFs?
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Is my country's inflation really taken into account?
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How do your metrics work? Can I trust the numbers?
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Do the savings-plan adjustment rules (investing more when the market falls) improve returns?
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Are my contributions adjusted for inflation?
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What does the Projection page show me?
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What is the “efficient frontier” I see in Rebalix?
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Can I analyse a specific period of my portfolio?
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In plain terms: how does it decide what to buy when I contribute?
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How does Rebalix's rebalancing work?
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Why does rebalancing suggest only purchases?
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What if I don't contribute this month and actually need cash?
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What is the PDF action checklist?
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Can I hold multiple ETFs in the same asset class?
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Does rebalancing account for taxes?
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What counts: the plan I see or the transactions I record?
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Metrics & Calculations
Why is my ETF's return different from its market performance?
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What am I comparing against the benchmark: a hypothetical savings plan or my real contributions?
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Which algorithm do you use for XIRR?
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How exactly is TWR calculated?
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How is Max Drawdown calculated?
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Why 252 and not 365 for annualised volatility?
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How is the Sharpe Ratio calculated?
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How is the Sortino Ratio calculated?
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Why don't Sharpe and Sortino have the Inflation Adjusted toggle?
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How often are prices updated?
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What about individual bonds? How are their prices updated?
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How are the coupons of inflation-linked bonds (BTP€i, OAT€i, Bund€i…) calculated?
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How often is the risk-free rate updated?
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How often is historical inflation (HICP) updated?
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Why do some numbers “move” slightly over time even without new transactions?
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What is Linked Modified Dietz and why doesn't Rebalix use it in its calculations?
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What is my portfolio's Investor Gap?
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What is the orange curve in the Performance chart?
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What does “Monte Carlo” mean, and what is the difference between Bootstrap, Parametric and Glidepath?
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How does Rebalix know my portfolio's value on a past day?
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General
Who is Rebalix for?
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