What's new

Portfolio Shift

When a trade calculation leaves a small residual (5 cents or less), a blue banner now appears with a one-click "Allocate" button. The system automatically assigns the difference to your largest fund position - no manual adjustment needed. This eliminates the friction of tracking down penny discrepancies during rebalancing.

Trade calculations also provide clearer feedback: a success toast opens the trade table automatically, a "No Trades Needed" message appears when portfolios already match, and failures show a specific error.

Document Creation

When creating a Meeting Note, Wealth Path, or Snapshot for an entity with only one person, that person is now auto-selected as the participant.

Client Groups

The "Link to Client Group" modal has been refined with a cleaner search experience, showing recent groups first and using more compact styling throughout.

Where to find it

1. Go to Portal → Portfolio Shift
2. Build your current and target portfolios
3. Click "Calculate Trades" - notice the new toast feedback
4. If a small residual appears, use the blue banner to allocate it instantly