I need an excel sheet made to compare investment portfolios.

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Les K.Suhail A.Farrukh R.Boyd W.James D. + 5 others have already sent a proposal.
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Description

Experience Level: Expert
I need an excel sheet made to compare investment portfolios.

I am able to download client portfolios from an investment platform in to excel format. What I would like to do is compare the clients current investment portfolio to our model portfolio which could comprise different funds and sectors or funds which might not even be included in the excel sheet e.g. model low risk fund compared to the funds to the client's portfolio.

I have the model portfolio on the right and then all of the different funds which the client holds on the left. I then need to identify the funds which are not in line with the model portfolio to produce some sort of buy and sell list.

I don’t know if this is possible but I would look forward to hearing if there is an answer or understanding what is needed to come to a solution.

I look forward to the questions!

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