Stator is a portfolio management program created by Anfield Capital Pty Ltd. With Stator you can manually import a file (created by BodhiGold daily) to update your portfolio prices.

If you are not currently subscribing to BodhiGold, you can trial it for 32-days with no obligation by visiting this page. Please follow the installation instructions on the download page.

These instructions will take you through three processes:
• Configuring BodhiGold to create a importable text file for Stator.
• Entering a trade in the demonstration version of Stator.
• Importing a BodhiGold text file into Stator.

Configure BodhiGold for Stator
1. Start BodhiGold, by doing the following:
   Start > Programs > Infosoft > BodhiGold > Freeway
   If this is the first time you've opened BodhiGold, continue with these instructions, otherwise move to Step 8.
2. Select your closest Region from the drop-down box, then click x.
3. Select your Nearest city from the drop-down box, then click x.
4. Select your Charting Software from the drop-down box, then click x.
5. A dialog box will appear explaining how BodhiGold has been setup. This box includes information on your location, data selection, charting software and database directories. Take note of this information.
6. Click OK to test the software.
7. The registration screen will appear. At the bottom of this screen it will tell you how many days you have left to trial the software. If you have purchased the software, email or telephone (07 3821 5177) JustData with the Installation Code. You will then be given your personalised Registration User and Code. Exit the screen by clicking the x.
8. Click the Configure button.
9. Click on the Import tab.
10. Put a tick in the MaxiTrader format. This format will create daily files which contain: ASX Code, Date (YYYYMMDD), Open, High, Low, Close and Volume pricing for all the symbols you are downloading. These files are saved to a default directory of c:\ASXData.
11. Exit the Module Manager by clicking the x.
12. Connect to the Internet then click the Catchup button. BodhiGold will now download and export data to your hard drive (c:\ASXData).
    Congratulations, you have successfully configured BodhiGold and imported data. From now on, you will only need to press the Catchup button in BodhiGold each night to retrieve the latest data. The free trial will run for 32-days after installation.

Entering a trade into Stator
Before you can import a file into Stator you need to enter some trade information (buy or sells). In the demonstration version of Stator you are limited to using the Demo Owner which is pre-configured. To enter a trade, do the following:
1. Open Stator by clicking the Launch Stator icon on your Desktop.
2. Double-click on the Demo Owner entry.
   

3. Select Money Management (on the left-hand tree)
4. Select the Position Sizing tab.
5. Select the Money Management Model from the drop-down box.
6. Enter the details of your purchase then click the Calculate button.

   

7. Put a tick in the I want to submit this trade.
8. Choose the System you want to add this trade to.
9. Enter the date of the trade and the code (as traded on the Exchange) it applies to. Then click the Submit button.

   

10. The Confirm Entry Trade screen will appear with the details you entered. Select the Exchange the symbol trades on (from the drop-down box). Check all the details then click Submit.

    

11. Click OK. Enter any other trades.
12. To view the holding cost of your portfolio, select the system where you entered the trades eg. Demo System 1 (from the left-hand tree).

    

    Before you can see the current holding cost of your portfolio you will need to import a text file to load in today's prices.

Importing a BodhiGold text file into Stator
Before you can import a text file into Stator you will need to enter some trades. If you haven't already done this, please refer to the instructions above.
1. Open Stator.
2. Double-click on the Demo Owner entry.
   

3. Go to Maintenance>Update Price Data>Import Price Data.

   

4. The Import Price Data screen will appear. Click on the Browse button and navigate to the c:\ASXData directory created by BodhiGold.
5. Select the latest file. The filenames are in date format. For example: 050624.txt = data for the 24-June-2005 (YYMMDD.txt).
6. Enter all other relevant information then click the Import button.
7. The close price for all the symbols you are tracking (in your portfolio) will be displayed in the Update Report section.

   

8. Click Yes to the open the Price Update Summary. Your portfolio will now be showing its current value.