About Rebalance Analytica
What We Do
Rebalance Analytica tracks AI-managed ETF rebalancing decisions and measures their prediction accuracy against the S&P 500. We provide independent performance verification as a complement to official ETF disclosures.
Our dashboard shows you what stocks AI selected, what it removed, and whether those decisions outperformed the market.
ETFs We Track
We track ETFs that meet all of the following criteria:
- AI-driven stock selection and portfolio construction
- Daily holdings disclosure under SEC Rule 6c-11
- Publicly available holdings data
Methodology
Data Collection
This service tracks changes in ETF holdings as published in daily disclosures. Per regulatory requirements, fund advisers retain final discretion over investment decisions, though AI models are the primary driver of portfolio changes for these ETFs.
How We Measure Accuracy
We evaluate AI predictions based on relative performance versus the S&P 500—not simple price movement. This approach allows meaningful assessment in both bull and bear markets.
Measurement Period
Performance is measured from the rebalancing effective date through the day before the next rebalancing.
Data Sources
Holdings data is collected directly from official ETF issuer websites daily. We verify data integrity by cross-referencing share counts and net assets.
FAQ
How often is data updated?
Data is collected daily and updated immediately when a rebalancing event (a change in holdings) is detected.
Is this investment advice?
No. This service is for informational purposes only. See our Disclaimer for details.
Do I need an account to use this service?
No. You can browse all ETF data without creating an account. Sign in with Google is available for users who want to access additional features in the future.
How do I delete my account?
After signing in, click on your profile picture in the top navigation bar, then select "Delete Account" from the dropdown menu. Your account and all associated data will be permanently removed. To also revoke our access to your Google account, visit your Google Security Settings.