Optimizer Help Docs
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Getting Started
Welcome to the Optimizer
The Asset Allocation System
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Loading
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Drifting
Correlation Matrix
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Multi-Period Horizon
Assets Wizard
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Optimization
Optimization
Forecast Confidence
Number of Simulations
Active Weight Optimization
Options Strategy
Tolerance
Rejection Sampling
Rebalancing
Rebalancing Test
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Trade Advisor and Post-Optimization
Filter Matching
Loading and Saving Relative Variance Tables
Results
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Charts Worksheet
Editing Charts
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Portfolio Bounds Line Chart
Efficient Frontier Chart
Portfolio Composition Maps
Rebalance Probability Chart
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Saving
Saving
Moving to LifeCycle
Results Worksheet
Comparison in the Optimizer
Interpreting the Results
Significant Results
Filter Worksheet
Portfolio Spacing
Standard Error
Data Pages
Reports
Constraints
Introduction to Constraints
Asset Bounds
Transaction Costs
Customized Constraints
Maximum Turnover
Long-Short Optimization
Quadratic Transaction Costs (Return Penalty)
Quadratic Risk Penalty
Constraint Analysis
Constraints Analysis II
Taxes
Working with Taxes
Basic Method
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Tax Deferred Assets
Investability Constraints
Post-Optimization
Investability Constraints
Asset Anchoring
Asset Threshold
Maximum Assets
Asset Increment
Simulator
Simulator
Troubleshooting
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Covariance Fixer
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Debugging Log
Known Issues
Add-In Not Loaded
Optimizer
> Taxes
Taxes
Help Documentation
Working with Taxes
Basic Method
Tax Lots
Tax Deferred Assets
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