System Trading Software
Training > Tutorials > BodhiGold > Changing Directories
 Creating my own directories/folders

Information for Trial Users:
Users trialing BodhiGold are only permitted to download 6-months of history. When you purchase a subscription you will be sent  historical data  on CD-Rom which will append seamlessly to the data you have downloaded during your trial period. To download 6-months of history refer to this tutorial:
 Download 6-months history 

Information for Previous BodhiGold Users:
If you have used previous versions of Bodhi and you want this new version to update you current directories, refer to this tutorial:  Configuring Bodhi5 using my old settings .
This new version of BodhiGold includes a feature that will populate any new directories automatically. This feature is turned on by default (Edit>Options>General). It works by checking your current Bodhi5 data directories to see if you have older historical data for the symbols you have recently chosen to download. If you do, it copies that data into the new directory format.

Information for all Users:
These instructions explain how to create your own directories/folders for BodhiGold to update. This gives you the ability to point BodhiGold to directories that may already exist on your computer or create new ones.
Note: BodhiGold can not move your current directories it can only create new ones or update directories that you point it to. If you want to change directories that already exist on your computer you will need to do this manually by using MicroSoft® File Explorer.

Information about Wildcards
BodhiGold has built-in wildcards to help you filter symbols easily into directories. Some of these wildcards are product based which means it depends on the products you download whilst others are security based and relate to the securities you download. You can use these wildcards separately or in a combination.
Below is a table of the available wildcards used in BodhiGold including an example of what the wildcard is substituted for and the definition.

Directory Wildcards
PRODUCT LEVEL
Wildcard Example Definition
%REGION% AU This wildcard will filter products into their 2-letter Country code. If you were downloading data from the ASX; NASDAQ; NYSE and OTCBB exchanges and you created the directory: c:\Data\%REGION% then two directories would be created. The first c:\Data\AU containing the ASX data and the second c:\Data\US containing the other exchanges.
%SOURCE% ASX This wildcard filters products at their Exchange level and substitutes %SOURCE% for the 3-letter exchange code. If you were downloading data from the Australian CFD and the London Stock Exchange the following entry c:\Data\%SOURCE% would create a c:\Data\CFD and a c:\Data\LSE directory and sort the symbols accordingly.
%MARKET% Equity If you use this wildcard BodhiGold will filter symbols into their market groups. For example, if you were downloading the entire Australian Securities Exchange you would have a different directory for the equities; indexes; options; warrants etc.
SECURITY LEVEL
Wildcard Example Definition
%ALPHA% A If you use this wildcard BodhiGold will create 36 directories - A to Z and 0 to 9. Codes will be filtered by the first letter/number of their exchange code. This means that BHP would be put into a B directory whilst NAB would be put into an N directory.
%GICS1% Financials GICS stands for Global Industry Classification Standard. It was created by Morgan Stanley and Standards & Poors (S&P) to reflect a more global industry group and sector structure. It is made up of levels. The first level classifies equities into 10 sectors.
%GICS2% Banks This is the second level of the Global Industry Classification Standard it classifies equities into 24 industry groups. If you use this wildcard BodhiGold will filter all equities into 24 industry groups.
%MSCI% Chemicals MSCI stands for Morgan Stanley Capital International - this is the company that maintains this sector classification. If you add this wildcard to a directory, BodhiGold will filter the symbols into 38 sector directories.
Please Note: If you are creating directories for the MetaStock format you will need to add an asterix [ie. c:\MetaStock\%ALPHA%*] after these wildcards. The asterix means that BodhiGold will create multiple directories by appending a sequential number to the end of it. This is important for clients using early MetaStock formats that can only handle so many symbols per directory.

Creating my own directories/folders

In this tutorial I will show you how to make a directory that will automatically filter Exchange data into their market groups; an alphanumeric directory structure that will organise symbols into directories according to the first letter of their codes and a directory that will contain the Top 150 Australian Securities Exchange equities.
  1. Open BodhiGold.
  2. Click on the Configure button. The Configuration screen will appear.
    In the Data Distribution part of the screen you will see two tabs. The Native tab contains a list of formats that BodhiGold updates automatically. This means that BodhiGold writes directly to the format.
    The Import tab contains a list of formats that BodhiGold creates an import text file for. BodhiGold does not update the format directly but creates a daily file that can be imported into the software.
    You can change the directories for both the Native and Import formats. For the sake of this tutorial we are going to make changes to the Native formats.

    BodhiGold: Custom button

  3. Click on the Custom button to display the Distribution screen.

    BodhiGold: Distribution

  4. If the Profile is set to Normal or Default then go to File>Copy Selected Profile as these two profiles can not be edited.
  5. Enter the name of the new profile in the box provided then click the OK button.

    BodhiGold: Changing the profile

    This will copy the current profile and allow you to edit/add directories.

  6. You may choose to keep some of these directories or delete them all and start from scratch. Any directories that are in blue are using a format that you have selected and therefore will be updated.
  7. For the purpose of this tutorial I am going to delete all the directories in this list.
      To do this:
    1. Click on the first directory in the list then whilst holding down the SHIFT key click on the last directory in the list. This will highlight all the directories.
    2. Go to Path>Delete to remove them all.

    BodhiGold: Deleting Directories

  8. To create a new directory, go to Path>Insert then choose the data format you are creating the directory for.
    The first directory I'm going to create is an EzyChart directory that automatically filters symbols into their market group (i.e. equity/index) under their exchange code (i.e. ASX/LSE).
    To do this I am going to use the wildcards %Source% and %Market%.

    BodhiGold Add a new directory

    Therefore, I will enter the path c:\Ezychart\%Source%\%Market% into the box and click the OK button to add it to my list.

    If I have chosen to download Equities; Indexes and Warrants from the Australian Securities Exchange and Equities from the Kuala Lumpur Exchange, BodhiGold will create the following directories and the correct data will be filtered automatically:
    c:\Ezychart\ASX\Equity
    c:\Ezychart\ASX\Indice
    c:\Ezychart\ASX\Warrant
    c:\Ezychart\KLS\Equity

  9. The second directory we are going to enter is a MetaStock alphanumeric structure. To do this, go to Path>Insert then choose MetaStock. In the Path type c:\MetaStock\%ALPHA%* then click the OK button to add it to the list.

    BodhiGold: MetaStock directory

    This entry will substitute the %ALPHA%* wilcard for directories from A to Z and 0 to 9. This simply means that symbols beginning with the letter A will be put into a c:\MetaStock\A* directory whilst symbols beginning with the letter W will be placed in a c:\MetaStock\W* directory. The 0 to 9 is used for Exchanges (mostly Asian) that use numbers for codes instead of letters.
    Please Note: This directory has no Source filtering which means all/any exchanges you are downloading will be loaded into this directory structure. To change this you would need to either add the wildcard %Source% to the directory or apply
     manual filtering .

  10. The final directory we will create is a BodhiOne directory that will contain the Top 150 equities trading on the Australian Securities Exchange.
    To do this go to Path>Insert>BodhiOne, type c:\BodhiOne\Top150 in the box provided then click OK to add it to the list.

    BodhiGold: BodhiOne directory

    You will notice that I haven't added a wildcard to this directory. This means that nothing will be filtered automatically and every exchange I have turned on will populate this directory.

    BodhiGold: MyList directory structure

    To make only the Top 150 Australian Security Exchange symbols populate this directory I will need to add some manual filtering.

    For information on how to add manual filtering to this directory (and others), refer to this tutorial:  Filter data into my directories 

    If you want to change options in the Configure tab of this screen or simply want to know what they do, refer to this tutorial:
     Selecting configuring options for my directories 

Top of the Page