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