NFA Ribbon

• About (NFA Icon) accesses the Application Information Window which provides version information.

• Preferences provides access to the Preferences Window.

• Update License offers a shortcut to the Key Updater.

File Section

• Undo reverts the Estimator state to the last saved state. The full state of the Estimator is stored in a temporary file whenever you load, import, or run. Undo loads that saved file, which includes all inputs, options, and settings. Additional Undo or Redo commands will load the previous or subsequent saved state.

• Redo reverses an Undo

• New Estimator opens a new Estimator session with the same data as the current case. New Return Series opens the New Return Series Wizard and clears the current case. See Instances for more information.

• Load loads information into the Estimator from a file.

  • Import Return Series allows importing return series in the CSV file format.

  • Import returns from Yahoo!/BLS imports return data from the sources indicated on the Asset Returns Worksheet, replacing the current data. If BLS data is not available, this option shows as Import returns from Yahoo!

  • Update returns from Yahoo!/BLS imports return data from the sources indicated on the Asset Returns Worksheet, filling in missing data as possible. If BLS data is not available, this option shows as Import returns from Yahoo!

  • Update returns since last update from Yahoo!/BLS imports return data from the sources indicated on the Asset Returns Worksheet, filling in periods only at the end of the return series. If BLS data is not available, this option shows as Import returns from Yahoo!

• Save As saves information from the Estimator in the appropriate NFA file format.

  • Export Return Series causes the Estimator to save either the benchmark return series or all of the asset return series as a CSV file.  

Run Section

• Run Estimator converts the historic asset return series into return, standard deviation, and correlation amounts appropriate for optimization, using the Historic Data Adjustment parameters identified on the Historical Worksheet.

• Run Bayes applies the forecasts to the estimation problem according to the parameters identified on the Forecasts Worksheet. Run Estimator before you run Bayes in order to ensure that the forecasts are added to the correct historical results.

• Assets accesses the Assets Wizard, which permits customized sorts as well as exclusion/reinclusion of assets.

• Validate/Resize Return Series checks and adjusts your return series when rows and columns are added or deleted.

Edit Section

• Copy and Paste copy entire Estimator cases from Estimator session to Estimator session.

• Edit Contrasts accesses the Contrasts Wizard.

The Estimation Options and Series Adjustment Sections are for historic data adjustment.

Workbook Section

• The Display Menu shows and hides elements of an Estimator case that are not always used. You can access the Info Worksheet, enable the Components and Effects Worksheets, expand or contract the worksheets by hiding or revealing asset descriptions and asset groups, enable risk scaling factors, and enable forecast contrasts.

• Launch other NFA applications.  See Instances for more information. 

Report accesses the Report Designer.

Help opens this help manual, which you have evidently figured out already.