Every tool answers one precise choice: less noise, more discipline.
01
Portfolio & Tracking
Everything you own, always up to date.
01
Portfolio Intelligence
Holdings with live prices. Liquidity, TER and 52-week range badges. Always up to date.
02
Professional Asset Classes
Classification by category and sub-category: Global Equity, Factor, High Yield Bonds, Gold, Multi-Asset.
03
Smart ETF Composition
Enter the equity/bond split once. Rebalix reuses it everywhere without asking again.
04
Broker CSV Import
Upload your broker's file and import all transactions in seconds.
05
Individual Stocks
Individual stocks and ETCs alongside ETFs. They flow into allocation, performance and rebalancing with the same method.
06
Individual Bonds
Government and corporate bonds: coupons, maturities and real yield calculated automatically. You update the market price yourself with the value from your broker — Rebalix reminds you when it needs refreshing.
07
Crypto
Bitcoin and Ethereum: value converted into your base currency, inside allocation, performance and rebalancing.
02
Strategy & Rebalancing
Discipline and logic, applied to your plan.
01
GlidePath
Set future waypoints with year and per-instrument weights. Automatic alerts at every waypoint.
02
Smart Rebalancing
Savings-plan, Spot (using available cash), or Sell modes. A cash-limited engine that respects your targets.
03
Dynamic Savings Plan
Adaptive monthly contribution with drawdown triggers. Invest more when the market falls.
04
Contributions that keep pace with inflation
Automatically adjusts your contribution to preserve its purchasing power, using your country's historical inflation. For fixed, dynamic, and Phase 2 of phased plans.
03
Performance & Analytics
Professional metrics, in real time.
01
Allocation Page
Real-time drift dashboard. Current vs target allocation with an action plan.
02
Performance & full metrics
XIRR, TWR, Sharpe, Sortino, Drawdown and Required CAGR. Real return net of your country's inflation.
03
Per-country inflation
HICP for the country you choose (Italy, Germany, Switzerland, UK and 30+ other EU countries). No continental averages.
04
Projection & Monte Carlo
When you'll reach your goal and with what probability: Required CAGR, independence year and 10,000 Monte Carlo scenarios in real terms. Scenario analysis, not a forecast.
05
Efficient frontier
Where your portfolio sits on the historical risk/return curve of your funds. Regularized estimates (Ledoit-Wolf, James-Stein) and risk-based points — descriptive analysis, not advice.
06
Estimated net for coupons and dividends
Declare your tax residence (Italy for now) and Rebalix prefills the net: 12.5% on white-list government bonds, 26% on Italian stocks and, for over 10,000 ETFs, the effective rate from the issuer's official white-list document. Always an estimate: the net you confirm is what counts.
04
Onboarding & Tools
Get started in minutes, grow over time.
01
Guided Onboarding
Quick setup (3 min) or advanced. Suited to those with 2 instruments and to those managing complex portfolios.
02
Cash flow
Monthly cash flow, 12-month rolling, custom target and full history.
Roadmap
Coming months
What we're building.
01 · COMING SOON
Backtest
Simulate historical portfolios. Compare different strategies on past market data.
02 · COMING SOON
Mobile App
iOS and Android. Push notifications, widgets and real-time alerts.
Ready to start?
Free access to the Rebalix Pro beta. No payment required.