Hi all,

I am having trouble with creating a flexible spreadsheet that needs to assist in the real-time tracking of the value of portfolio shares held by clients.
In this spreadsheet, new clients are added by using an userform. (See the image below)
User form.PNG

Whenever a new client is added, Excel needs to make a choice between the available stocks and determine the investment amount for each stock. (See the image below)
stock data.PNG
Excel needs to make the choice based on two indicators, the performance of the stock and whether the stock is green or non-green.
I need to make sure that at least 40% of the investment amount is invested in green stocks.

I am not sure which method I should use to make this possible.
Thanks in advance!