Hi everyone!

I want to start by saying that I am VERY new at VB programming, and that I honestly greatly appreciate any and all help. My scenario is the following. I have a workbook(file) called "optimizer" where I run some financial optimizations to construct financial portfolios. The main output from "optimizer" is a column which contains the relative weights to be assigned to the available financial instruments.

1.-Every time I use the optimizer workbook I would like to automatically save a new file with a worksheet that contains the values from the optimizer iteration. I would like to save the file as the clients name...(e.g. jon smith.xls)....which i would specify in a cell within optimizer (is this even possible??)...ive only seen code to save files with a filename corresponding to the current day MM/DD/YYYY.

2.- Now say I have to revisit the allocation for Mr. Smith. I open optimizer. I need a window to pop up and ask me for a client name. I would type jon smith and it would use this as a file name to open the workbook we saved in Step 1. I then need for the column in jonsmith.xls to be copied into a column in the optimizer (active) workbook named current portfolio. Right next to it is a column called proposed portfolio. When closing optimizer i would like to replace the data in jonsmith.xls with the data in the proposed portfolio column. This way, whenever i open optimizer and specify a client name, I have their current allocation data, which is then replaced with the proposed data in the optimizer workbook before closing Excel.


Ladies and Gentlemen....boys and girls....I know its a long post. thanks for all your help with this. I'll buy you a drink if you’re ever in town...so long as your 21 that is ....Cheers!
Cristobal