Instances
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 |
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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
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There are three ways to launch. Each copies the Optimizer data (frontier and portfolios) into LifeCycle. The LifeCycle case depends on the option chosen:
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Copies the entire LifeCycle information file except for the efficient frontier
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New |
New Estimator copies the current data into a new Estimator. |
Opens a blank, eight asset Optimizer case |
Opens a blank LifeCycle case |