What changed

Cash allocation feedback in Portfolio Shift is now shown directly where you’re working, instead of in a pop-up message. After you allocate remaining cash, you see an inline confirmation in the cash area, and the fund that received the allocation is briefly highlighted so you can confirm the result at a glance.

When calculated trades leave a positive cash balance, you also see a clear warning before you proceed. If you set an intended cash reserve, the warning calls out when the final cash position exceeds that reserve; if you didn’t set a reserve, it flags that you’ll be left with a small cash position.

Where to find it

1. Portal
2. Portfolio Shift
3. Target Portfolio
4. Calculate Trades