Last updated: August 8, 2026
Rebalance ("the Service") is a portfolio management tool that helps users maintain target allocations across cryptocurrency assets held on a supported exchange (each, an "Exchange"), and identify tax-loss harvesting opportunities. Rebalancing and tax-loss harvesting trades are executed only when initiated through the Service using the target allocations, tolerance bands, and settings you configure. The Service connects to your Exchange account using API credentials you provide, and does not have custody of your funds at any time.
New accounts receive a 3-day free trial. A valid payment method is required to start a trial. If you do not cancel before the trial ends, your subscription begins automatically and you will be billed at the rate (monthly or yearly) selected at signup. You may cancel at any time from your account settings; cancellation stops future billing but takes effect at the end of the current billing period, and we do not provide prorated refunds for unused time within a billing period.
Rebalance is a portfolio management tool, not a financial advisor, broker, or tax professional. Nothing in the Service constitutes investment, legal, or tax advice. Cryptocurrency trading involves substantial risk, including the risk of total loss, and past performance is not indicative of future results. You are solely responsible for the target allocations, tolerance bands, and other settings you configure, and for evaluating whether the Service is suitable for your circumstances. Tax-loss harvesting features are informational and do not guarantee any particular tax outcome — consult a qualified tax professional regarding your specific situation.
You are responsible for generating and providing Exchange API credentials with trade-only permissions (no withdrawal access) and for keeping those credentials valid. You are responsible for the accuracy of the target allocations, tolerance bands, and other configuration you provide — the Service acts on those settings as given. You are responsible for complying with your Exchange's own terms of service and for any tax reporting obligations arising from trades executed through the Service. You agree not to use the Service for any unlawful purpose.
The Service is provided "as is" and "as available," without warranties of any kind, express or implied. To the maximum extent permitted by law, Rebalance and its operators will not be liable for any indirect, incidental, special, or consequential damages, including trading losses, lost profits, or losses arising from Exchange downtime, API failures, price slippage, or third-party service interruptions (including any connected Exchange and Stripe). Our total liability for any claim arising from your use of the Service will not exceed the amount you paid us in the twelve months preceding the claim.
You may cancel your subscription and stop using the Service at any time. We may suspend or terminate your access if you breach these terms, fail to pay applicable fees, or misuse the Service. Upon termination, we will stop initiating trades on your behalf and your stored API credentials will be deleted; any positions held on your Exchange remain under your direct control via your Exchange account.
Questions about these terms can be sent to support@rebalancelab.com.