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These videos and picture tutorials will show you how to correctly set up and get the most out of the BodhiGold software.

CONFIGURE FOR ASCII/CSV

     

These instructions will explain how to configure the Ascii/Csv format in BodhiGold. If you do not have BodhiGold installed on your computer, please refer to this tutorial: Installing BodhiGold.

The Ascii/Csv format in this version of BodhiGold has been updated to include user configuration. Previous versions were limited to only supplying trade (open, high, low, close, volume and open interest) values. BodhiGold 5 permits the user to download a catalog file containing some fundamental data.

The fundamental data you download will depend on the type of securities you are following (i.e. Option or Equity etc.). The table below details the information you can choose:

Configurable Text Download Information
Please Note: some of the fundamental fields stopped being populated in Dec-2004
Trade Information - applicable to all security markets. This information is distributed to the individual security file (i.e. BHP.csv)
Symbol The code used by the Exchange for the security (maximum 8 characters).
Date The date this information was traded on.
Open The opening price.
High The highest price the symbol traded at.
Low The lowest price the symbol traded at.
Close The closing price.
Volume The amount of shares that were traded.
Gross The total value traded. (Volume x Amount paid)
Open Int The open interest price. (Applies to Future markets only)
Common Information - applicable to ASX only. This information is distributed to the Catalog file (!catalog.csv)
Symbol The code used by the Exchange for the security
Status The current status of the security. A = Active; R = Rescinded/Expired; S = Suspended & Z = Zombie (this means the security is currently trading under a temporary code but will come back to this code soon.)
Called The name of the security (BOQPA = Bank of QLD-Pref)
Family The parent name of the security (BOQPA = Bk of Queensland)
Detail The longer description of the security (this field is currently not populated)
Sector The sector code this security belongs to.
Closed The last closing price.
Issued The number of shares/script on issue.
Listed The first trade date of information contained in this Ascii/Csv database.
Ceases The last trade date of information contained in this Ascii/Csv database.
Market The market this security belongs to (E = Equity; D = Income; I = Indice; O = Option and W = Warrant).
Equity Information - applicable to the ASX equity market only. This information is distributed to the Catalog file (!catalog.csv)
Income The amount derived from the provision of goods and services falling within the Company's ordinary activities, otherwise known as sales or turnover.
Earned Earnings per share (EPS) is the amount of profit on ordinary activities, after tax and all other charges, that has been earned for each Ordinary share.
Assets Everything that the Company owns at the end of the financial year, expressed in local currency.
Profit The profit before tax figure taken from the Company Report.
Equity The shareholders' interest in the Company.
Liable The total debt figure of the Company expressed in Local Currency.
Dividend Otherwise known as DPS. This is the cash amount paid in dividends to each ordinary shareholder for each share held for the financial year. DPS is often comprised of an interim plus a final dividend but may also include special dividends paid.
Beta This refers to the sensitivity of the rate of return of a security to changes in the rate of return of the market.
Indice Information - applicable to the ASX index market only. This information is distributed to the Catalog file (!catalog.csv)
Starts The earliest date on which data for the index is available.
Covers Not currently populated.
Weight The weighting factor that is applied to the constituent's price to determine its absolute weight.
Absolute Weight = Weighting factor X Price.
This calculation depends on the type of weighting system used in an index. For example, the FTSE 100 is market capitalisation weighted using shares in issue, while the DAX is market capitalisation weighted using a weighting factor.
Future Information - this information is distributed to the Catalog file (!catalog.csv)
Expiry The date the contract will expire.
Units Number of units per contract.
Size Size of the contract
Option Information - applicable to the ASX option and warrant markets only. Distributed to the Catalog file (!catalog.csv)
Writer The issuer of the Warrant or Option (eg. Macquarie Bank).
Method The payment method used for this security. (eg. EN = Endowment etc.).
Priced The closing price on the underlying security.
Expiry The Expiry date of the security.
Strike The Strike price of the security.
Styled The exercise style of the security. (A = American; E = European; L = Event Linked and S = Schedule)
Basket Type of securities included in this instrument. (Eg. Share, Index etc.)
Amount Number of securities included in the basket.
Ratio The Exercise ratio for Warrants.
Income Information - applicable to the ASX income market only. This information is distributed to the Catalog file (!catalog.csv)
Coupon This is the interest paid at regular intervals by the issue to the holder. Normally expressed as a percentage per annum (Eg. 11.5%)
Mature This is the maturity date.
Paying This indicates the intervals the coupon is paid. (D = Daily; 52 = Weekly; 12 = Monthly; 06 = Bi-monthly; 04 = Quarterly; 01 = Yearly etc.)
Regime This is a specific category for a government bond. (AUT = Commonwealth of Australia; UK = United Kingdom; GOVT = United States Government etc.)
Valued This is the face value of the bond. Generally in Australia this is $100.
Issuer This is the issuing organisation of the bond.
Configuring BodhiGold for Ascii/Csv
  1. Install BodhiGold using the installation instructions.
  2. Once installed, launch BodhiGold. If this didn't happen automatically when you finished installation double-click the BodhiGold icon on your desktop or select it from your Windows® Start menu. Windows® 7 or above = Start ➔ Infosoft ➔ Freeway
    Windows® XP or below = Start ➔ All Programs ➔ Infosoft ➔ Bodhi 5 Gold ➔ Freeway
  3. A Confirm box will appear asking you to connect to the Internet to finish the installation. This process requires downloading files from the Internet. Make sure you are connected to the Internet then click the Yes button.

    BodhiGold: Connect to the Internet
    If a box appears asking you to use previous Bodhi settings, then refer to the tutorial: Configure BodhiGold 5 using my Bodhi settings.

  4. Select your closest Country from the drop-down box, then click [x].

    BodhiGold: Select your country

  5. Select your Nearest city from the drop-down box, then click [x].

    BodhiGold: Select your nearest city

  6. Select Microsoft Excel (CSV) and any other formats you require from the list of analysis software, then click [x]. By selecting Microsoft® Excel, BodhiGold will automatically choose the AsciiCsv format.

    BodhiGold: Select the Microsoft® Excel format

  7. BodhiGold will now download product lists required to finish the installation.

    BodhiGold: Downloading product lists

  8. Initialisation is now completed. Click the OK button to shut down BodhiGold then restart the software.

    BodhiGold: Click the OK button then restart the software

  9. The registration screen will appear, telling you how many days you have left to trial the software.

    BodhiGold: Trial or Register

    1. To continue with the trial, click the No button. The software will give you access to the Exchange data nearest your location for the remainder of your trial period. If you requested access to other Exchange data you will need to register BodhiGold for your trial period.
      The Confirm registration box will appear each time you open BodhiGold (until it is registered).
    2. If you have purchased the software, email or telephone (+61 7 3821 5177) JustData with the Installation Code. You will then be given your personalised Registration Code. Click Yes to this message then enter your code into the box provided and click the OK button.

      BodhiGold: Register the software

  10. Click the Configure button.

    BodhiGold: Configure button

  11. The following instructions will show you how to fetch up to 6-months historical data:
    1. Right-click on the Finance tab and select Reset then Received from the menu.

      BodhiGold: Finance>Reset>Received

    2. The Received box will be displayed. The date should automatically be set to 6-months ago.

      BodhiGold: Received date

    3. Click the [OK] button.
  12. Exit the Configuration screen by clicking the [x] button.
  13. Connect to the Internet then click the Catchup button. BodhiGold will now download and export the last 6-months of data to your hard drive.

    BodhiGold: Download 6-Months of Data

Congratulations, you have successfully configured BodhiGold and imported 6-months of data into a Ascii/Csv format (c:\Data\AsciiCsv\ASX0 directory). 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 30-days after installation.

How do I configure the Ascii/Csv format?
  1. Open BodhiGold.
  2. Click the Configure button. Put a tick in AsciiCsv (if it isn't already selected).

    BodhiGold - Ascii/Csv Format

  3. Right-click over the word AsciiCsv. The Configure screen will appear.

    BodhiGold - Ascii/Csv Configure

  4. A number of tabs may appear along the top of this screen. The Trade and Common tabs are standard, the other product tabs will only appear if you've ticked the Market box on the Common tab.

    BodhiGold - Common Tab - Market

    The tabs displayed will depend on what data you have selected to download. If you are only downloading Equity and Index markets, only tabs for these two will appear.

    BodhiGold - Configure Ascii/Csv

  5. Place a tick in the boxes next to the information you require for each market (refer to the table above for descriptions of the fields).

    BodhiGold: Configuring the Ascii/Csv Format

  6. Now choose the Date Format you require. YYYYMMDD (20110629) is the default setting but if you would prefer to use the Microsoft® general number format, select this option. When opening these files in Microsoft Excel you can format a general number to any date format you require (i.e. DD-MMM-YY = 23-Nov-10)
  7. If you require a Header in either the Catalog and/or Trade files, tick the appropriate box/es in the Include Headers section of the window. A header puts the names of each field at the top of the record.
  8. If you require a Prefix or a Suffix, tick the required box in the Modify Symbol section then click the Edit button to create these.
  9. Tick the Groups box if you want to download into Group directories.
  10. Choose whether you want to use NONE; MSCI or GICS sectors from the drop-down box.
  11. Choose whether you want your Ascii/Csv files comma or tab delineated.