Estimator > Estimator Output > Saving Files

Saving Files

Estimator Help Documentation

Please note that options and settings that affect the results of a case are always stored with the corresponding case file. Other options, such as display options, are stored locally for each user.

Click the Save button on the NFA ribbon to access the Save Data File Window. Select the appropriate file type in the Save As Type drop down menu. The Estimator generates the following file types:

*Estimator data set (.nfei)**	a complete Estimator case Estimator data sets can be loaded by the Estimator for future use. They also can be loaded to the Optimizer as optimization inputs. Be aware that any notes entered in the light orange boxes at the bottom of the Historical, Forecasts, and Results Worksheets will not save.
*Return series (.nfrs)**	historical return information for one or more assets benchmark return series or historical returns of every asset in the case
*Portfolio (.nfp)**	market portfolio weights
*Risk-Return Set (.nfrrs)**	expected returns and standard deviations for a given set of assets with a full correlation matrix Each Estimator case contains three risk-return sets (historical, forecasts, and results), any of which can be saved.

The Estimator contains the ability to export CSV files of the historical returns or benchmark return series. Select the Export Return Series Option from the File menu. The Export ReturnSeries to CSV Window appears. Select the file name and destination. Click the Save Button. The Choose Return Series Window appears. Select either the historical asset returns, the benchmark return series, or the complete return universe. The complete return universe includes the benchmark and assets that have been excluded in the Asset Selector. The data saves as a CSV file. Be aware that CSV files do not contain asset descriptions. If you want to include that information, use a *.nfrs.

To save in Excel, activate the Excel File ribbon and use the saving options there. If you have enabled the Warn Before Attempting to Save in Excel Option in the Preferences Window, a ConfirmDialog Window appears. Though saving in Excel is supported, there are several limitations. First, future versions of the Estimator may not open the case correctly. Second, cases saved in Excel contain only what is included on the Inputs Worksheet. Any assets currently removed from the investment universe in the Asset Selector do not save in Excel cases.