What's new

The Portfolio Shift sidebar now includes a live allocation summary that gives you a quick-glance view of where you stand:

• Allocated %: How much of the target portfolio is allocated to positions
• Cash %: How much is held as cash
• Status: Balanced, Gap (under-allocated), or Over (over-allocated)

It updates in real time as you adjust positions or cash reserves. The colors match the input field highlights on target positions - amber for gap, red for over-allocated - so everything stays consistent.

Where to find it

1. Go to Portal → Portfolio Shift
2. Look at the sidebar summary section below the cash analysis
3. Adjust target positions or cash reserves and watch the status update live