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Training > Tutorials > BodhiGold > Filtering data into my directories
 Filtering data into my directories

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 filter data into pre-existing directories. If you haven't created any directories in BodhiGold or don't know how to, refer to this tutorial:  Creating my own directories/folders .

Information about Wildcards
BodhiGold has built-in wildcards to help you filter symbols easily into directories. These wildcards are used as part of the directory and automatically filter data. The Filter tab which we will be working with in this tutorial allows more indepth filtering but needs to be set manually. For more information on wildcards, refer to this  table .

Information about Filters
The filtering options are found on the Filter tab on the Distribution screen. These 9 options are set manually [by you] using the wizards available in the software.
Below is a table explaining the filtering available in BodhiGold including an example and a definition.

FILTERS
Filter Options Definition
Module Commod If you set the Module to equal Commod, only commodity information will be loaded into the specified directory (eg. anything listed in the Commod tab in BodhiGold's Data Selection screen - Chicago Board of Trade; New York Futures etc.).
Finance If you set the Module to equal Finance, only financial information will be loaded into the specified directory (eg. anything listed in the Finance tab in BodhiGold's Data Selection screen - Australian Securities Exchange; London Stock Exchange etc.).
Forex If you set the Module to equal Forex, only foreign exchange information will be loaded into the specified directory (eg. anything listed in the Forex tab in BodhiGold's Data Selection screen - AUD forex; USD forex.).
Funds If you set the Module to equal Funds, only fund information will be loaded into the specified directory (eg. anything listed in the Funds tab in BodhiGold's Data Selection screen - AMP Investments etc.).
Region Individual Countries You can choose individual countries from this selection. For example: If you chose Australia, the Australian; Bendigo & Newcastle Stock Exchanges and Australian CFDs and the Sydney Futures Exchange would be filtered into this directory (assuming you are downloading these).
Source Individual Exchanges You can choose individual Exchanges from this selection. For example: If you chose the Australian Securities Exchange, all the Equities/Indexes/Options/Warrants/Income/Future securities from this Exchange would be filtered into this directory.
Market CFD If market is set to CFD, only CFD data from the Exchanges you have selected will go into this directory.
Equity If market is set to Equity, only Equity data from the Exchanges you have selected will go into this directory.
Forex If market is set to Forex, only Foreign Exchange data from the Exchanges you have selected will go into this directory.
Future If market is set to Future, only Futures data from the Futures Exchanges you have selected will go into this directory.
Income If market is set to Income, only Income data from the Exchanges you have selected will go into this directory.
Indice If market is set to Indice, only Index data from the Exchanges you have selected will go into this directory.
Mutual If market is set to Mutual, only Mutual data from the Investment Funds you have selected will go into this directory.
Option If market is set to Option, only Exchange Traded Option data or Future Options from the Exchanges you have selected will go into this directory.
Warrant If market is set to Warrant, only Warrant data from the Exchanges you have selected will go into this directory.
Symbol Individual Symbols You type individual symbols or load a tick list of symbols into this filter and only those symbols will populate the directory.
Closed Individual Prices If closed is set to <$10 only securities that have a close price that is less than $10 will be loaded into this directory.
Sector MSCI You can set a directory to include symbols that are in a specific sector. The Morgan Stanley Classification has 38 sectors available.
GICS1 You can set a directory to include symbols that are in a specific sector. The Global Industry Classification (Level 1) has 10 sectors available.
GICS2 You can set a directory to include symbols that are in a specific sector. The Global Industry Classification (Level 2) has 24 sectors available.
Ranked Individual Ranking You can set a directory to include symbols that are ranked under or over a specific number. Ranking is determined by multiplying the 'Shares on Issue' by the current closing price.
Indice Individual Indices This filter lets you choose an index from BodhiGold's Groups list and then loads the constituents for that index into a directory. You initially select the market group [i.e. AUASXEQ = Australian Securities Exchange Equity List] then the index [i.e. S&P/ASX 200].

Filtering data into my directories

In this tutorial we will use the MyList distribution directories that we made in the tutorial:  Creating my own directories/folders . With this list we will filter the Top 150 ASX symbols into the c:\BodhiOne\Top150 directory and all ASX Equities into the c:\MetaStock\%ALPHA%* directory.
  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: MyList directory structure
    It is currently displaying the MyList distribution that we created in the previous tutorial:  Creating my own directories/folders .

  4. Select the first directory in the list [c:\BodhiOne\Top150], so it is highlighted then click on the Filter tab.
    BodhiGold: Filter Tab
    We are going to filter the Top 150 ASX symbols into this directory. To do this we need to add filtering to the Source and Ranked filter.

  5. Double-click on the Source: filter to display the Stage Editor form.
  6. Select is equal to from the first drop-down box then choose Australian Securities Exchange from the next box then click the Append button. Exit [x] the Stage Editor to add this filter to the Source field.
    BodhiGold: Source Filter

  7. Double-click on the Ranked: filter to display the Stage Editor form.
    BodhiGold: Ranked Filter

  8. Select is less than from the first drop-down box then type 151 into the next box then click the Append button. Exit [x] the Stage Editor to add this filter to the Ranked field.
    BodhiGold: Less than 151

  9. The c:\BodhiOne\Top150 directory is now filtered to load only ASX symbols that have a market capitalisation which ranks them from 1 to 150.
    BodhiGold: BodhiOne directory ranked

    10. We will now filter the MetaStock directory to include only the ASX Equities loaded into Alpha-numeric format. Please refer to this  table  for more information on the Alpha format.
    We will need to set the Source and Market filter to achieve this.

  10. Click on the c:\MetaStock\%ALPHA%* directory. The Filter tab should still be selected. BodhiGold: MetaStock Directory

  11. Double-click on the Source: filter to display the Stage Editor form.
  12. Select is equal to from the first drop-down box then choose Australian Securities Exchange from the next box then click the Append button. Exit [x] the Stage Editor to add this filter to the Source field.
    BodhiGold: Source Filter

  13. Double-click on the Market: filter to display the Stage Editor form.
    BodhiGold: Market Filter

  14. Select is equal to from the first drop-down box then select Equity then click the Append button. Exit [x] the Stage Editor to add this filter to the Market field.
    BodhiGold: Market = Equity

  15. The c:\MetaStock\%ALPHA%* directory is now filtered to only include the ASX Equity symbols.
    BodhiGold: MetaStock Directory Filtering

    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 

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