BodhiGold is unique in the way it permits its user to create his/her own directories and sub-directories. It is the first of the next generation of management software that moves away from the inflexible default directory structures that have limited analysis software in the past.

There are three steps required when filtering data in BodhiGold:

1. Choosing the Products you want to download from BodhiGold's Selection window.
2. Creating the directories you want to filter data into using BodhiGold's Profile Manager.
3. Filtering data into these directories by using BodhiGold's Criteria Selection.

Step 1: Choosing Products

Before you make directories and start filtering data, you need to choose from the BodhiGold menu the data you have access to from each module. This is the selection of data you chose when you subscribed to BodhiGold.

For this example, lets assume that you subscibed to the Australian Stock Exchange; Chicago Board of Trade and AMP Investment Funds. This means that you need to make selections from the Finance, Commod & Fund modules.

Lets start by making our selection from the Australian Stock Exchange:

1. Open BodhiGold and click the Configure button.
2. In the Finance tab, double-click on Australia then Australian Stock Exchange. A list of available markets will be displayed.
   

3. Click Equity. The ASX Equity Product Manager will appear displaying a list of current ASX Equity securities. From this screen you can choose to download the entire list (Bundle = All); individual securities (Bundle = None - then you tick the required securities) or the Top 100 (Bundle = Top100 - this can be changed to any number up to 999 by right-clicking this option).
   

4. Once you've made your selection, exit out of this box.
5. Then repeat the same steps for any of the other markets (i.e. Options, Warrants, Indices etc.) you want to download.

   Please Note: Anything you choose here will be downloaded but not necessarily exported to your charting package. You still have the ability to stop some of this information from exporting by using the filtering in Step 3 of this process. So if you have chosen Bundle = All but you only really want the Top 500 securities plus preference shares - don't panic, you can achieve this in the filtering section.
   However, please be aware that any data you haven't selected at this stage won't be exported to your charting software. It is better to choose more than you need at this stage than not enough.

These instructions are a brief explanation of the Product Manager and how to choose products. This window also gives you other choices, like choosing only the Top150 and selecting securities by family groups.

Step 2: Creating directories

Now that you've chosen the products you want to download, you need to create directories for your data to export to. When you installed BodhiGold it would have asked you to select the charting package you use. From doing this BodhiGold would have selected the most compatible format for this product. You can see what this format is by opening BodhiGold and clicking on the Configure button. If you have other charting programmes that use different formats, select them now.

To create a new directory, do the following:
1. Open BodhiGold.
2. Click the Configure button.
3. Right-click over the word Distribution then click the Manager button.
4. The Profile Manager will open displaying the Default distribution. This distribution is a factory setting and can't be changed. We will need to create a new distribution before we can add directories. You will notice that only the directories that are set to the formats you have chosen will be highlighted (blue).
   

5. Go to File>Copy Selected Profile.
6. Enter a name for this distribution (ie. MyGroups) and click OK.
7. Click OK to the Warning message.
8. The drop-down box will now be set to your new profile and a copy of all the default directories will be displayed. If you don't require any of these directories you can delete them by clicking on the first record then scrolling down to the last record and clicking on it whilst holding down the Shift key. Then go to Path>Delete and click YES to the confirmation message.
   

9. To add a directory, go to Path>Insert.
10. Type the directory in the Group box (i.e. d:\data\ASX\Equities).
11. Choose your format from the Format drop-down box (i.e. MetaStock).
    If you tick the AlphaNumeric box, BodhiGold will create your directory adding an a to z after it and filter securities beginning with A into an a directory, B into a b directory etc. You can find out more information by reading this tutorial.
    The MSCI box automatically creates sector directories, information on this can be found here.
12. Close the box by clicking on the x.
13. Your new directory is now created. When you click on this directory, you will notice that all the criteria is set to all. This means that all the data you selected in Step 1 will filter into this directory. To set the criteria, go to Step 3.
    

    The destination box shows you the format that you selected for this directory. The rest of the information is set as default. The tick in the Status box means that the directory is active and data will be exported to it. Prices will be exported in dollars and reconstruction events will be passed automatically. 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 it was turned on, BodhiGold would bring forward the previous days close value for the non-traded days. You can change any of these by deselecting the boxes.

Step 3: Filtering data into directories

BodhiGold's criteria selection gives you eight (8) steps to filter information. These steps can be used together or separately.

All criteria are set from these eight options

The table below gives a brief description of what each of these criteria can be configured for and how they can be used to filter securities into directories.

Now that you've got the basic idea of the flexibility of this software, lets discuss each criteria separately.

Module
BodhiGold Module Manager is organised into 4 modules:
» The Finance module gives you access to World Share Market prices.
» The Cellar module gives you access to Australian Wine prices.
» The Funds module gives you access to Australian Fund prices.
» The Commod module gives you access to World Commodity prices.

These modules are represented by different tabs that when clicked on, reveal the products that are available in each module. Whether you have access to all of these modules depends on the BodhiGold package you have subscribed to.

The Module Criteria Editor makes it possible for you to filter individual or multiple modules into a particular directory. If for example, you choose Finance from the drop-down box, only information you have chosen from the Finance tab will be exported to this directory, all other modules would be ignored.

Region
All 4 modules in BodhiGold are organised in regions (countries). For example: in the United States region in the Finance module you will find the AMEX, NASDAQ and New York Stock Markets.

The Region Criteria Editor makes it possible for you to filter individual or multiple regions into a particular directory. If for example, you choose Australia from the drop-down box, only ASX; Newcastle and SFE information (you have chosen) will be exported to this directory, all other regions would be ignored.

Source
When you click on the + next to each Region a list of Sources (from that region) are displayed. In the Finance & Commod modules, these sources will be Exchanges; in the Cellar & Fund modules the sources are companies that supply this information.

The Source Criteria Editor makes it possible for you to filter individual or multiple exchanges/companies into a particular directory. If for example you chose Australian Stock Exchange from the drop-down box, only Index; Equity; Option; Income and Warrant information (you have chosen) will be exported to this directory, all other sources would be ignored.

Market
When you click on the + next to each Source a list of Markets (from that source) are displayed. If for example you chose Future from the drop-down box, only Future information (you have chosen) will be exported to this directory, all other markets would be ignored.
BodhiGold Markets are different in each module:
» Markets in the Finance module can be Equities, Indices, Options, Warrants, Income
   and Futures. Each source listed in this module will have all or some of these markets.
» Markets in the Cellar module only have a Liquor market.
» Markets in the Funds module only have a Mutual market.
» Markets in the Commod module have either a Futures and/or Index market.

The Market Criteria Editor makes it possible for you to filter individual or multiple markets into a particular directory. If for example you chose Equity from the drop-down box, only Equity information (you have chosen) from the Finance module will be exported to this directory, all other markets would be ignored. You can choose multiple markets by using the OR multi command (Equity OR Indice).

Symbol
When you click on a Market, a list of available securities/products are displayed. You can choose individual symbols from these list by ticking the appropriate box. However, this will limit the information you can download. If you only want a selection of symbols from these markets then by all means tick them, but if you want to download all these symbols into one directory and just a selection into another directory you will need to set the Bundle to All to guarantee that you have access to all the information. For this situation you would use the Symbol Criteria Editor to filter your individual symbols into the other directory.

If you want to filter more than 10 symbols into a directory, you would create a tick list. This would give you the flexibility of editing or adding to this list. You create a tick list in the Market Product Manager by ticking the desired symbols then saving them to a file. This file can then be imported into the directory by using the Symbol Criteria Editor.

The Symbol Criteria Editor makes it possible for you to filter individual or multiple symbols into a particular group. If you entered BHP in this selection only BHP would be exported to this directory, all other symbols will be ignored. You can choose multiple symbols by using the OR multi-command (BHP OR CBA OR NAB). You can enter these symbols in by hand or you can load a saved tick list.

You can also use the Symbol Criteria to limit a directory so it only includes symbols that have the letter O as the fourth letter of the code (i.e. ASX Company Options can be up to 5 letters long and the fourth letter is always an O). To do this you would use the wildcard '?'.

As you've probably gathered, this section is quite powerful and only limited by your imagination. If you can see a pattern in the symbols used in a particular exchange you will be able to filter these into a directory. For example: you could filter ???I?? to download all ASX Installment Warrants or you could enter {A which would filter all symbols beginning with the letter A.

Closed
The Closed Criteria Editor makes it possible for you to filter on the current close price. For example, you can filter all symbols that have a close price equal to $10, not equal to $10, less than $10 or more than $10.

Sector
All equity markets updated by BodhiGold (not including Yahoo data) are classified under the GICS and MSCI sector structure.

The Sector Criteria Editor makes it possible for you to filter entire Equity markets into individual sector directories. This is useful for traders who use system testing software that include scans that work on individual sectors only.
You can choose which sector classification you want to use (i.e. MSCI; GICS Level 1 or GICS Level 2 etc.) then create directories for each individual sector in that classification.

BodhiGold includes a quick setup feature that will make all these directories for you. To learn how to use this feature read the tutorial: Filtering symbols into GICS sector directories.

Ranked
When you click on a Market, a list of available securities/products are displayed. You now have 3 options: export the entire list by clicking Bundle All; export individual symbols by ticking their appropriate box or export a Top list. A Top list is a list of securities that are ranked in the Top 100, 200 etc. The default is set to Top100 but this can be changed to any number between 0 and 999.
The ranking of a security is determined by multiplying the current close price by the amount of shares the security has available. Due to this the ranking of certain securities will change on a daily basis.

There are two downfalls when choosing to export a Top list using this method:

1. Once you limit this list to a Top (number), only these symbols will export into your charting package(s). If you want to export more symbols from this market, you will need to tick them individually. If you want to export all of these symbols to different directories, you will need to select Bundle All and filter your Top (number) list using the Ranked Criteria Editor in the Profile Manager.
2. This list is static. This means, that you will continue to update the symbols selected on the day you make a Top(number) selection. To update this list you will need to manually enter the market list and refresh the ranking. When you do this, the list will be recalculated on the latest close price and different securities will be selected. If you require a dynamic list then you will need to filter your Top (number) list using the Ranked Criteria Editor in the Profile Manager. This will recalculate your list everytime you download new prices.

The Ranked Criteria Editor makes it possible for you to filter a list of securities by their market ranking. This is a dynamic list that is recalculated each time you download new information.
You have the choice of creating a directory that contains symbol(s) that equal a ranking (=100 = one symbol ranked at 100); does not equal a ranking (-100 = all symbols but the one ranked at 100); is less than a ranking (<101 = all symbols ranked 1 to 100) and is greater than a ranking (>100 = all symbols ranked higher than 100).

In Summary
The eight criteria above can be used separately to filter information into directories or you can use all of them or a number of them together to create more specialized filters. In this tutorial we have created a directory called d:\data\ASX\Equities that has been limited to contain symbols that match the following criteria:

• Module = Finance (only information from the Finance module will be included)
• Region = Australia (only information from the Finance module in the region of Australia will be included)
• Source = Australian Stock Exchange (only information from the Finance module in the region of Australia from the Australian Stock Exchange will be included)
• Market = Equities (only information from the Finance module in the region of Australia from the ASX Equity list will be included)
• Symbol = MyPortfolio tick list (only information from the Finance module in the region of Australia from the ASX Equity list that I ticked when I made the MyPortfolio tick list, will be included)
• Closed = Less than $10 (only information from the Finance module in the region of Australia from the ASX Equity list that I ticked when I made the MyPortfolio tick list that has a close price less than $10, will be included)
• Sector = GICS 2 Materials (only information from the Finance module in the region of Australia from the ASX Equity list that I ticked when I made the MyPortfolio tick list that has a close price less than $10 and is classified under the Materials sector, will be included)
• Ranked = Top 100 (only information from the Finance module in the region of Australia from the ASX Equity list that I ticked when I made the MyPortfolio tick list that has a close price less than $10 and is classified under the Materials sector and ranked in the Top 100, will be included in this directory)

EXAMPLES

Below are some tutorials that will give you specific instructions on filtering directories:
• Choose securities by family group (i.e. all BHP equities/options/warrants).
• Create an alphabetical Multi-directory format.
• Create a directory that contains the Banking index.
• Create a directory that contains the Top 150.
• Create a personal portfolio of securities.
• Create separate directories for each exchange.
• Create separate directories for each product.
• Exclude symbols with codes longer than 3 letters.
• Load a presaved tick list into a directory.