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Training > Tutorials > BodhiGold > Configuring Options for Directories
 Configuring Options for Directories

Information for all Users:
This tutorial relates to configuring options for data distribution directories. If you are using the default directory structure (which is set when you install BodhiGold) then you don't need to read these instructions. However, if you have created your own directories and wish to make changes in the configure tab, read on.
Note: Changes you make on this tab may affect the way your data is distributed to your directories. These changes will only take place from today's date onwards and will not adjust your historical data. If you require these changes to be made to your historical data you will need to load the data [to empty directories] from an up-to-date history disk, after making the changes. We strongly advise you to do a backup of your database/s before making changes on this tab.

The Configure tab has the following options:

Name Example Definition
Format MetaStock This is the format the data in this directory will be exported into. The format is selected when you create a directory [Path>Insert] and can not been changed. You will need to delete the directory [Path>Delete] and create a new one if you chose incorrectly.
Period Daily This is currently set to Daily.
Status Active You can turn directories off by removing the tick from this box. If you take the tick out of this box the directory will stop updating. When you create a new directory this box is automatically ticked.
Padded Open Days You have three choices: None, Open Days and Week Days. If you choose None data padding is turned off so when a security doesn't trade due to a holiday or spasmodic trading you will have no record for this day. If you choose Week Days BodhiGold will bring forward the previous days close value for any non-traded days from Monday to Friday. Selecting Open Days will bring the previous days close value forward only on the days where the Exchange is open for trading. Holidays like Easter that fall over a couple of week days [Monday & Friday] will not be padded.
Factor prices by 1 The default setting for this option is '1' - which means to leave the prices as they are disseminated. However if you want to change the way the prices are displayed in your charting software or you have your historical data in a different decimal pointage [i.e. enter 0.01 to go from dollars to points] then you can enter a value here.
OHL missing Use previous If you tick this option any symbols that only have a close price [i.e. some indexes] will be exported to your directory using the previous day's close price as today's open price. The high and low will be determined from the two values.
Events Structural These options relate to the different types of events your historical database can be adjusted for. You select or deselect these by ticking or unticking the box. Refer to this  tutorial  for a more indepth explanation of each type of event.

Applying options to multiple directories

If you want to make the same changes to the Configure tab over multiple directories, follow these steps.
  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 [Path>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.

    BodhiGold: Configure

  7. For the purpose of this tutorial I am going to make all 3 MetaStock directories active; turn on dividends and pad for 'Open Days'.
      To do this:
    1. Click on the first MetaStock directory in the list (c:\Data\MetaStock\%SOURCE%*) then whilst holding down the [SHIFT] key click on the last MetaStock directory in the list (c:\Data\MetaStock\%SOURCE%\%GICS2%*). This will highlight all three directories.
    2. With these 3 selected, tick the Active box then choose Open Days from the Padded drop-down box and tick Dividend in the Events section.

    BodhiGold: Configuring Options

    These directories are none active and will apply dividend events and pad data for open days.

    For information on how to add manual filtering to directories, refer to this tutorial:  Filter data into my directories 

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