Hi Realistic Moose,

We reviewed your model portfolios and noticed that some of the total allocation periods slightly exceed 100%.

The Advisor Core plan requires allocations to total exactly 100%.

Could you confirm if you're updating these portfolios via CSV? If so, this might be due to a rounding issue we're addressing. If you're updating manually, please ensure all allocation periods total exactly 100%, and you should be able to save your portfolios with the Advisor Core plan.

Update: i clicked the free trial button just to get past the error because i need to track accurate performance, but will this issue be fixed once i revert back to my advisor core plan? since it says "If you choose not to upgrade, your account will be reverted to a advisor core plan with limited features"