Realistic Moose: I noticed that you’re attempting to upload allocations with today’s date. Model Portfolios are one day delayed by design, so updates with today’s date will not be applied. Additionally, the start date of the portfolio cannot be set to today — the most recent start date is up to 7 days prior.

Could you please update your CSV accordingly and let us know if that resolves the issue?

Tetiana Afanasieva it still doesnt work today, even though the holdings are now from yesterday (1/6). after i pressed import i got some error message pop up saying "Import is disabled because..." it disappeared too quickly so i couldnt finish reading it. but now when i try to upload the allocation again, i dont get that error message anymore, it just doesnt work

nevermind sorry i figured it out, i was using 1/6/25 instead of 1/6/26 so it was messing up the portfolio start date instead of uploading yesterday's ; fixed, thank you