@calof1
Your sheet is convoluted enough (not that mine aren't) for someone outside of your field, outside of your specialty, to find navigating difficult. So I'm going to point you in a direction that seems to me might well work. If you wish more help, I suggest you give an example not just of the high-level concept, but of an actual instance or two:
- which fund
- what stale dates (and where they're to be found)
- what the results will be, where they'll be displayed,....
- anything else that would help any one here, people who know Excel but not your particulars, to say "Ah, this function/that macro...that's what is needed."
As it is, you're kind of expecting us to be mind-readers as well as Excel geeks.
All that said, as it does look as if you're comfortable with Excel in the main, I'd suggest that some of the newest functions, available only in the newest version of Excel, might work. FILTER in particular, will take multiple criteria, which you have, and apply them to a database, such as you have, and return the results that meet the criteria. Those results can be summed, sorted, listed......
Here's a YouTube video that serves as an excellent introduction to that function and some associated ones. https://www.youtube.com/watch?v=9I9DtFOVPIg
