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Fixed Penny Discrepancy in Portfolio Totals

November 20, 2025

FixPortfolio Shift

Portfolio totals now display accurate amounts without rounding errors

What was happening

Portfolio totals occasionally displayed penny discrepancies - for example, showing $10,000.01 instead of $10,000.00. This happened because individual position values weren't being rounded before being summed together, allowing floating-point arithmetic errors to accumulate.

What we fixed

Each position's market value is now rounded to the nearest cent before totals are calculated. The current portfolio total, individual fund values, and security values all display correctly without phantom pennies.

Where to find it

Portal → Portfolio Shift → Current Portfolio section

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