What was happening

• Entering dollar amounts in Portfolio Shift could behave unpredictably while you were typing (especially values with cents), making it hard to input numbers like 1.25 cleanly.
• Some ticker symbols that include a period (for example, BRK.A or BRK.B) could be misread during trade analysis.
• If you changed lock settings while viewing trade analysis, the analysis view could end up in a broken state.
• In Edit Current Portfolio, portfolios with many positions could extend past the bottom of the screen, making Save and Apply hard to reach.
• CSV imports were stricter than they needed to be. Certain common file formats required extra cleanup or couldn’t be mapped without adding columns.

What we fixed

• Decimal entry in currency fields works as expected while you type, so you can enter cents without the input “fighting” you.
• Tickers with periods (e.g., BRK.A / BRK.B) are recognized correctly in Portfolio Shift trade analysis.
• Lock/unlock actions no longer break the trade analysis view; the screen returns to a usable state.
• The Edit Current Portfolio window scrolls for large portfolios, so you can always reach Save and Apply.
• CSV field mapping is more flexible:
  • You can map Book Value (Per Share) (and Portfolio Shift calculates total book value from shares).
  • Book Value (Total) and Book Value (Per Share) are treated as either/or for mapping.
  • Market Value is no longer required if your file includes Price and Quantity.
• Current portfolio cards show Adjusted Cost Base per share when available, so you can sanity-check cost basis at a glance.

Where to find it

1. Go to Portal
2. Open Portfolio Shift