Excel Spreadsheet Help

Hi all,

As the title suggests, I need help with creating an excel spreadsheet please. :)

I am wanting to create an excel spreadsheet which quickly shows where a clients existing portfolio asset allocation is in comparison to their suggested asset allocation from the ATR questionnaire.

At the moment this is done manually, which can be rather painful.

Any tips and guidance would be very much appreciated



  • benjaminfabibenjaminfabi Moderator


    How quickly? And where are you pulling the source data from?

    I have a process that uses a custom table from FE. It's still a bit manual, but it produces output like the attached picture.

    Happy to chat about it, DM me if you like.

    Benjamin Fabi FPFS
    Chartered Financial Planner

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