These instructions will explain how to create a portfolio of symbols in BodhiGold. If you do not have BodhiGold installed on your computer, please refer to this tutorial:  Installing BodhiGold 

The BodhiGold Portfolio Manager can be configured to keep tabs on your share portfolio/s. It is a simple portfolio manager that tracks the value of your portfolio/s on a day-to-day basis. If you trade shares on multiple exchanges you can either add them all into the same portfolio or create a different portfolio for each Exchange or Region.
The portfolio displays the following fields:

If you require more indepth portfolio management you may be interested in other software, such as  EzyManager .

Creating a Portfolio

Once you've created the portfolio in BodhiGold you only need to click the Catchup button each day to update it.
1. Open BodhiGold. The Portfolio Manager displays on the startup screen next to the Watch (list) tab.
2. Right-click on the Watch tab and select Folio then Insert.
   

   This will make a new tab called Folio0. To change this name, right-click on Folio0 and select Folio then Rename. Type in the name of your portfolio then click the OK button.

   

3. Now you can start adding your symbols. To add the first symbol, right-click in the table and select Buy from the drop-down menu.

   

4. The Buy screen will appear. The first three selections need to be made before you can add any details of the trade:
   Module: this defaults to Finance but you will need to select the module the symbol (you're entering this buy for) is listed on. Once you've made a selection in this drop-down box the Market drop-down box will be refiltered.
   Market: This drop-down box contains the markets that are available from the Module that you have selected. Choose the market you require.
   Security: Enter the Exchange code of the symbol that you purchased then click the Find button.
   

   

5. BodhiGold will find the symbol and add the current price. You now need to add the rest of your trade information. Start by entering the date you purchased the symbols on; then the amount of units you bought; then the unit price you paid for the shares and the cost (ie. brokerage). Then click the OK button.

   

6. You will now be taken back to the main screen and the purchase you entered will be added and updated with the latest information (you have downloaded with BodhiGold).

   

7. You can now enter more Buy trades or Sell trades until you have added your entire portfolio to BodhiGold. If you are entering a Sell trade you need to right-click over the symbol you want to sell in your portfolio and then choose Sell from the drop-down menu.
8. You can delete entries by right-clicking over them and then selecting Delete from the drop-down menu.
9. If a symbol in your portfolio changes its code, you need to right-click over the entry then choose Edit>Code from the drop-down menu. Enter the new code then click OK.
10. To view a chart of any symbol in your portfolio, right-click on the symbol then select Chart from the drop-down menu.
11. Any portfolio's you make in BodhiGold will be saved in your C:\Software\Infosoft\Bodhi5\Main\Port directory.

What do you want to do next ...
• Select or deselect products in BodhiGold
• Download 6-months of history
• Add or remove export formats in BodhiGold
• Move your directories to a different drive
• Create your own directories/folders
• Select configuring options for your directories
• Filter data into your directories 
• Create a watch list of symbols
• View a chart
• Read other tutorials ...