Custom Member Dashboard

Method 1

To add a custom wp-admin page, you’ll need to create a plugin, which requires PHP coding. Further PHP coding will be required to determine what spreadsheet to present based on who the user is.

Method 2

You could create 30 ordinary WordPress pages (a page per investor) to output the corresponding spreadsheet and set these pages to private using an access control list (ACL) plugin to determine what users have access each page. This method doesn’t require coding.

Method 3

Same as Method 2 but rather than creating 30 pages, create one page that uses a custom page template and is used universally by all investors. Like Method 1, PHP coding will be required in your custom page template to determine what spreadsheet to present based who the user is.

Spreadsheets

How to Embed PDF, Spreadsheet, and others in WordPress Blog Posts

Many plugins exists that will allow you to present local/cloud spreadsheet data:

Google Search WordPress Spreadsheet Plugin

Google Search WordPress Table Plugin