About Rebalance Analytica
What We Do
Rebalance Analytica tracks AI-managed ETF rebalancing decisions and visualizes portfolio changes as they happen. We provide an independent view of what AI systems are buying and selling, as a complement to official ETF disclosures.
Our dashboard shows you what stocks each AI selected, what it removed, and how portfolio weights shifted with each rebalancing. The Insights page goes further with cross-ETF analysis: AI Consensus tracks stocks held by multiple AI systems simultaneously, while AI Divergence surfaces cases where one AI added a stock that another removed.
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.
Rebalancing Detection
A rebalancing event is detected when the composition of an ETF's portfolio changes — specifically, when stocks are added to or removed from the holdings. For each detected event, we categorize every holding as Added, Removed, Increased, Reduced, or No Change based on weight differences.
Cross-ETF Analysis
AI Consensus identifies stocks held by two or more AI-managed ETFs simultaneously, based on their latest portfolio data. AI Divergence highlights cases where one AI system added a stock in its latest rebalancing while another removed the same stock.
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.