Using conditional formatting, you can ensure that your clients receive emails that contain the information that is most relevant to them on a given day. Through its use, you can automate regular, self-sustaining updates as to the buoyancy of one or multiple stocks within the market.
Your clients can fill out a form that allows them to provide an email address and specify which stocks they are most interested in receiving data about. The number of answers from any given client gives you an idea of how long to make your email, so as to best capture their attention without being overly long.
By assigning tags to clients based on their form answers, you can easily tell at a glance who is interested in what information, rather than having to sort through other communications or records.
Provided you have formatted the email in advance, you can choose to automatically send it to the relevant parties once you have entered the stocks' daily performance. As conditional formatting allows you to customize which email blocks a client receives, this allows you to send an email specific to that portfolio without any of the work of creating individual communications.