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Autocomplete Search for Add Position

November 23, 2025

FeaturePortfolio Shift

Search securities by symbol or name when adding positions to portfolios

What's new

The "Add a Position" input in Portfolio Shift now includes autocomplete search. Start typing a ticker symbol or security name and matching suggestions appear in a dropdown. Select from the list to add the position quickly.

The dropdown matches the input styling and spans the full width including the add button.

Where to find it

  1. Go to Portal → Portfolio Shift
  2. In the Current Portfolio or Target Portfolio section
  3. Click "Add a Position" and start typing

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