Preferences

The Preferences Window permits you to adjust the settings for your applications. All preferences carry over to all of New Frontier's applications. So, the default seed selected in the Estimator also applies to the Optimizer, etc.  Click the Preferences Button from the ribbon. The Preferences Window appears. Choose one of the panes by selecting the appropriate option in the tree to the left.

General Pane

• Checking the Warn Before Attempting to Save as Excel Documents Box causes a confirmation dialog to appear whenever you attempt to save the case in Excel format rather than New Frontier format. Since Excel format does not save everything, the default settings activate this warning.

• Checking the Hide Excel Formula Bar Box causes the Estimator to not show the row that normally appears directly below the ribbon.

• Cases to Load on Startup: Set the case to load when each module of the Asset Allocation System opens.

Bloomberg Pane

Once Bloomberg account information is entered here, the Estimator can import data from Bloomberg. This requires an Estimator case with Bloomberg global ids entered as the ticker, a valid Bloomberg account, and an internet connection.  

Misc Data Sources Pane (FMP)

The Estimator can import FMP returns once the FMP API key has been entered here. Remember to set the ticker source to FMP for each ticker in the Asset Returns Worksheet.

Debug Pane

The Debug Pane permits the user to enable debugging. Debugging should only be enabled when a specific problem has been identified, as it creates logs for each action that save to the specified folders.

Reset Pane

The Reset Pane provides the option to return the preferences to the defaults selected by New Frontier.  Invoking this option will carry over to your preferences in all modules of the Asset Allocation System.