Rebalancing

High-level guide to starting and managing a rebalance

Rebalancing is the point where Heliox acts on a specific vault. The product experience is intentionally simple: choose a supported cycle, make sure the vault is funded and approved, and let the app tell you when the vault is ready. If an asset move or allowance step still needs a Safe transaction, the product should direct you there instead of hiding that boundary.

What You Need Before Starting

Live Subscription
Owner account

The owner account must have an active plan and enough shared credits for the next cycle step.

Funded Vault
Supported assets

The selected vault must hold the assets needed for the chosen strategy.

Ready Vault
Vault approvals

The vault must finish any approval steps the app requests before Heliox can act.