Optimizer Help Docs
Optimizer > Settings and Tools > Copying and Pasting

Copying and Pasting

Optimizer Help Documentation

For the most part, copying and pasting behaves as you would expect it to in Excel.  However, there is a difference between the normal Excel tools and the NFA versions found in the Edit Menu that appears in the NFA ribbon.  

Use the New Frontier versions to copy the entire case -- all  information in the Optimizer at the time, onto a clipboard, and then paste into another Optimizer instance or into LifeCycle as the efficient frontier.  You can also copy an Estimator case (asset universe, returns, standard deviations, and correlations) into the Optimizer.  The New Frontier versions of copy and paste only work within a single instance of Excel.

To copy a section of the case, utilize the Excel copy and paste functions.  The Excel copy function can also be used to copy portfolios or other data into a blank Excel Spreadsheet for comparison purposes.  

 

© 2024 New Frontier Advisors