Some companies trade on multiple Worldwide Exchanges under the same code. This can cause problems if you load data from different Exchanges into the one directory as an individual file may end up containing data from a number of different sources thus creating an incorrect chart.

To ensure this doesn't happen we suggest that BodhiGold users load each Exchange into a different directory. The DEFAULT Distribution does this automatically by adding a wildcard %Source% in the directory path. When exporting data into directories, the %Source% is replaced with the 3-letter Exchange code. For example: the directory c:\My Databases\AsciiCsv\%Source% will change to c:\My Databases\AsciiCsv\ASX when you export data from the Australian Stock Exchange. You can find a list of all the 3-letter Exchange Codes (that we supply) by clicking here.

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

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

In this example we will add one MetaStock directory (c:\MetaStock\Data\%Source%) which will automatically create individual directories for all the Exchanges 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\%Source%). Other wildcards such as: %Region% which filters all the data into a 2 letter region code (i.e. Australia = AU) and %Market% which filters all the data into market groups such as Equity, Indice, Option etc. 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 Source criteria as the wildcard will do this automatically. If you download data from the Australian, London & New York Stock Exchanges, BodhiGold will create three directories on your hard drive and filter only that Exchanges data into the directory:
    a. c:\MetaStock\Data\ASX
    b. c:\MetaStock\Data\LSE
    c. c:\MetaStock\Data\NYQ

B. Use the Source Criteria Wizard

In this example we will add a MetaStock directory (c:\MetaStock\Data) that will be filtered to include only information from the Australian Stock Exchange.

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 Source Criteria

12. Double-click in the Source Criteria so the Source 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 Australian Stock Exchange.
    

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

READ OTHER FILTERING EXAMPLES

Below are some tutorials that will give you specific instructions on filtering directories:
• Create separate directories for each product.
• 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.