All the Exchanges that BodhiGold supplies in its menu are broken down into Market Groups. These groups are: Equities; Indices; Warrants; Options; Income; Futures etc.

Not all Market groups are available for each Exchange

There are two ways you can filter by Market in BodhiGold:
A. Use the %Market% wildcard when creating a directory.
B. Use the Market Criteria Wizard.

A. Use the %Market% wildcard when creating a directory

This is the most effective way to handle this filtering because once you have created the initial directory you can continue adding more market information from different Exchanges without creating more directories. BodhiGold will automatically create the directories as needed. The %Market% wildcard works extremely well with the %Source% wildcard discussed in a previous tutorial.
In this example we will add one MetaStock directory (c:\MetaStock\Data\%Market%) which will automatically create individual directories for all the Market groups we import data for.

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.
   

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

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.
   

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\%Market%). 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.
   

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.
    

12. You do not need to add any filtering in the Market criteria as the wildcard will do this automatically. If you download Equity and Index data, BodhiGold will create two directories on your hard drive and filter only these instruments into the directories:
    a. c:\MetaStock\Data\Equity
    b. c:\MetaStock\Data\Indice
    Please Note: if you download from multiple Exchanges you will also want to add the wildcard %Source% (c:\MetaStock\Data\%Source%\%Market%) to your directory. This will ensure the accuracy of your database - you can read more on this by clicking here.

B. Use the Market Criteria Wizard

In this example we will add a MetaStock directory (c:\MetaStock\Data) that will be filtered to include only equity information.

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.
   

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

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.
   

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).
   

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.
    
    We now need to add the filter to the Market Criteria

12. Double-click in the Market Criteria so the Market 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 Equity.
    

15. Exit the Choose box then exit the Market Filter Editor by clicking on the x button.
16. The Market Criteria box will now display =EQ which means that this directory will only contain information (that I have selected from the BodhiGold Product List) which is sourced from the Equity market group.

READ OTHER FILTERING EXAMPLES

Below are some tutorials that will give you specific instructions on filtering directories:
• Exclude symbols with codes longer than 3 letters.
• Load a presaved tick list into a directory.
• 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.