What was happening

The target portfolio sometimes showed false positive over-allocation warnings (red highlights) even when the dollar amounts were correct. This happened because the system was summing rounded percentages, which could accumulate to slightly over 100%.

What we fixed

Allocation detection now compares actual dollar amounts instead of percentages. This is accurate for portfolios of any size.

Clearer unallocated visibility

You'll now see amber/yellow highlighting when allocations are below the target total, so unallocated funds stand out immediately. Over-allocated portfolios show red. At a glance, you know exactly where you stand.