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  Training > Tutorials > BodhiGold Features > Filtering > 3-letter codes
 Exclude symbols with codes longer than 3 letters
As mentioned in the Filtering tutorial, BodhiGold allows you to filter directories down to individual codes. This is useful if you want to create a directory that includes a particular group of symbols, such as your portfolio of shares (discussed in the tutorial: Create a personal portfolio of securities) or a type of share (ie. all Preference shares).

Most Exchanges use a standard format when they allocate an instrument a particular code. For example: if you look at the lists of products available on the Australian Stock Exchange you will notice the following repetitions:

Instrument Code Structure Wildcard
Ordinary Shares These shares consist of a 3-letter code (ie. BHP). =???
Preference Shares The fourth letter of the code is a P (ie. ABSPA or ADBPB). )???P
Company Options The fourth letter of the code is a O (ie. AATO or CIYOA). )???O
Installment Warrants These symbols consist of 6 letters with the fourth letter of the code a I (ie. CGFIZU). )???I
Endowment Warrants These symbols consist of 6 letters with the fourth letter of the code a E (ie. CCLEME). )???E
These are only a few examples. The wildcard in the column above is what you enter in the Symbol Criteria to filter these instruments. The '=' stands for 'is equal to' whilst the ')' stands for 'does begin with'.

In the example below we are going to filter a directory (c:\MetaStock\Data) so it contains only shares that have a 3-letter code.

  1. Open BodhiGold and click the Configure button.
  2. Right-click on the words DEFAULT Distribution.
  3. Click the Manager button. The Profile Manager dialog box will open.

    BodhiGold: Manager button

  4. Go to File>Copy Selected Profile.
  5. Enter a name - (for example: MYGROUPS) then click OK.

    BodhiGold: Profile Manager

  6. Click OK to the Warning Message. Your new MYGROUPS distribution list will now be active.
  7. To delete all the other directories in this list, click on the first directory then scroll to the bottom of the list and click on the last directory, whilst holding down the Shift key. The entire list should now be highlighted. Go to Path>Delete.

    BodhiGold: Delete all directories

  8. To create our directory, go to Path>Insert. The Insert Path form will appear.
  9. In Group, type in the directory you want to create (c:\MetaStock\Data). Other wildcards such as: %Region% which filters all the data into a 2 letter region code (i.e. Australia = AU) and %Source% which filters all the data into Exchange groups (i.e. Australian Stock Exchange = ASX) can be used here.

    BodhiGold: Insert my directory

  10. In Format, choose your required format from the drop-down box. You can only do one format at a time. If you are using multiple formats, simply repeat these instructions.
  11. Exit the Insert Path box (x). This directory will now be added to your MYGROUPS Profile Manager.

    BodhiGold: My Directory
    We now need to add the filter to the Symbol Criteria

  12. Double-click in the Symbol Criteria so the Symbol Filter Editor will appear.
  13. Click Insert.
  14. On the Choose dialog box, leave the first drop-down on is equal to. Change the second drop-down box to ???.

    BodhiGold: Filtering the ASX

  15. Exit the Choose box then exit the Symbol Filter Editor by clicking on the x button.
  16. The Symbol Criteria box will now display =??? which means that this directory will only contain sumbols (that I have selected from the BodhiGold Product List) which have a 3-letter code.

READ OTHER FILTERING EXAMPLES