Oxaide
Cloud rebalancer for Interactive Brokers that automates 21-day fractional rebalancing with HEADLESS-validated LMT OPG baskets, drift tracking, and AI explanation before transmission
The product is a cloud rebalancer for Interactive Brokers that automates 21-day fractional rebalancing, portfolio drift tracking, and HEADLESS-validated LMT OPG basket creation with an AI assistant that explains the plan before transmission. It sells to solo family offices that manage their own portfolios and need collection, comparison, and record-keeping with human approval. It is delivered as a hosted cloud system with persistent IBKR authentication, centralized validation, and shared basket history across the app, agents, and scheduled jobs, and it never executes autonomously or controls funds.
Key features
- IBKR 21-day fractional rebalancer
- HEADLESS-validated LMT OPG baskets
- Portfolio drift calculation
- 11 HEADLESS validation checks
- Frozen 60/40 centralized strategy
- AI assistant explains rebalance plan
- Persistent IBKR auth middle layer
- Durable Object OAuth refresh
- Revocable Bearer key for agents
- Shared basket and history
- Private tunnel for portfolio sync
- No social media activity within the last 30 days
- Blog
- API
- Docs
- Financial services firms
- SMB owners
- Executives founders