Optimizer Help Docs

Instances

Optimizer Help Documentation

Multiple Instances of Excel

Opening the Optimizer through the Start Menu starts an instance of Excel, accesses Optimizer, and loads the default case.  Alternatively, you can double click on a saved Optimizer info file (*.nfoi), which opens a new instance of Excel, accesses Optimizer, and loads your saved file.  If you perform both of the above actions, or repeat one them, you will have two instances of Excel with Optimizer open.  Opening separate instances of Excel means that closing one instance will not close the others, that you can run two instances of Optimizer simultaneously, and that you cannot use New Frontier’s copy and paste tools between the two.  The same advantages and limitations apply to LifeCycle and Estimator instances operating within separate instances of Excel.

One Instance of Excel

To open multiple instances of LifeCycle, Optimizer, or Estimator within the same instance of Excel, use either the Launch Menu or New on the NFA ribbon.  With only one instance of Excel open, the New Frontier copy and paste works.  However, only one application can run at a time.  

  From Estimator From Optimizer

 

From LifeCycle

Launch Estimator

Copies current Estimator case into a new Estimator instance

Launches Estimator with the default case

Launches Estimator with the default case

Launch Optimizer

Copies Estimator data  into a new Optimizer instance

Copies current Optimizer case into a new Optimizer instance

Launches Optimizer with the default case

Launch LifeCycle

Launches LifeCycle with the default case

 

There are three ways to launch.  Each copies the Optimizer data (frontier and portfolios) into LifeCycle.  The LifeCycle case  depends on the option chosen:

  • LifeCycle - Blank Case: LifeCycle case with minimal data

  • LifeCycle - Choose File: Prompts for a *.nfli or *.nflc file

  • LifeCycle - Sample Case: uses the Endowment LifeCycle sample case

Copies the entire LifeCycle information file except for the efficient frontier

 

New

New Estimator copies the current data into a new Estimator.

Opens a blank, eight asset Optimizer case

Opens a blank LifeCycle case

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