Tools20 min read
Setting up automated portfolio reviews in Google Sheets
An apps-script template that pulls NAVs, computes XIRR and emails the client deck on the 1st of every month.
You do not need a CRM to run a tight monthly review for the first 50 clients. You need one sheet, three formulas and a 14-line apps script.
The checklist
- AMFI NAV import via IMPORTDATA
- XIRR computation per goal sleeve
- Auto-PDF on the 1st via apps script
- WhatsApp share link with deep-link
Print-ready
Download the one-pager for client meetings
A formatted PDF you can co-brand with your ARN and send before a review.