Is there a way to change the default values for the Return and Volatility numbers that appear on the PortfolioDescription sheet so that when I start a new case I don have to change them?
Here are two ways to do what you want [method 1 is preferred]: • Start a New case, calling it ’New Client — New Case’; Change the returns and volatilities to your favorite values; Put favorite values in any other inputs you want; Save the case; When you want to do a new case, first Open ’New Client — New Case’, and then do a Save As using the new client’s name and case. • Change the returns and volatilities to your favorite values; Insert a worksheet; Copy the returns and volatilities from PortfolioDescription and paste them to the inserted worksheet; When you want to do a new case, use New, and copy and paste the returns and volatilities from the inserted worksheet to the PortfolioDescription worksheet.
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