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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.

CREATE MY OWN DIRECTORIES/FOLDERS

     
This tutorial covers creating new directories in BodhiGold then configuring and filtering them for the information you require.

Information for Trial Users:
Users trialing BodhiGold are only permitted to download 6-months of history. When you purchase a subscription you will be sent on CD-ROM which will append seamlessly to the data you have downloaded during your trial period. To download 6-months of history refer to this tutorial: .

Information for Previous Bodhi Users:
If you have used previous versions of Bodhi and you want this new version to update your current directories, refer to this tutorial: .
This version of BodhiGold 5 includes a feature that will populate any new directories automatically. This feature is turned on by default (Edit>Options>General). It works by checking your current BodhiGold 5 data directories to see if you have older historical data for the symbols you have recently chosen to download. If you do, it copies that data into the new directory format.

Information for all Users:
These instructions explain how to create your own directories/folders for BodhiGold 5 to update. This gives you the ability to point BodhiGold to directories that may already exist on your computer or create new ones.
Note: BodhiGold can not move your current directories it can only create new ones or update directories that you point it to. If you want to change directories that already exist on your computer you will need to do this manually by using MicroSoft® File Explorer.

Information about Wildcards
BodhiGold has built-in wildcards to help you filter symbols easily into directories. Some of these wildcards are product based which means it depends on the products you download whilst others are security based and relate to the securities you download. You can use these wildcards separately or in a combination.
Below is a table of the available wildcards used in BodhiGold including an example of what the wildcard is substituted for and the definition.

PRODUCT LEVEL
Wildcard Example Definition
%REGION% AU This wildcard will filter products into their 2-letter Country code. If you were downloading data from the ASX; NASDAQ; NYSE and OTCBB exchanges and you created the directory: c:\Data\%REGION% then two directories would be created. The first c:\Data\AU containing the ASX data and the second c:\Data\US containing the other exchanges.
%SOURCE% ASX This wildcard filters products at their Exchange level and substitutes %SOURCE% for the 3-letter exchange code. If you were downloading data from the Australian CFD and the London Stock Exchange the following entry c:\Data\%SOURCE% would create a c:\Data\CFD and a c:\Data\LSE directory and sort the symbols accordingly.
%MARKET% Equity If you use this wildcard BodhiGold will filter symbols into their market groups. For example, if you were downloading the entire Australian Securities Exchange you would have a different directory for the equities; indexes; options; warrants etc.
SECURITY LEVEL
Wildcard Example Definition
%ALPHA% A If you use this wildcard BodhiGold will create 36 directories - A to Z and 0 to 9. Codes will be filtered by the first letter/number of their exchange code. This means that BHP would be put into a B directory whilst NAB would be put into an N directory.
%GICS1% Financials GICS stands for Global Industry Classification Standard. It was created by Morgan Stanley and Standards & Poors (S&P) to reflect a more global industry group and sector structure. It is made up of levels. The first level classifies equities into 10 sectors.
%GICS2% Banks This is the second level of the Global Industry Classification Standard it classifies equities into 24 industry groups. If you use this wildcard BodhiGold will filter all equities into 24 industry groups.
%MSCI% Automobiles MSCI stands for Morgan Stanley Capital International - this is the company that maintains this sector classification. If you add this wildcard to a directory, BodhiGold will filter the symbols into 38 sector directories.
Please Note: If you are creating directories for the MetaStock format you will need to add an asterisk [ie. c:\MetaStock\%ALPHA%*] after these wildcards. The asterisk means that BodhiGold will create multiple directories by appending a sequential number to the end of it. This is important for clients using early MetaStock formats that can only handle so many symbols per directory.

Changing the default directories

In this section I will show you how to make a directory that will automatically filter Exchange data into their market groups; an alphanumeric directory structure that will organise symbols into directories according to the first letter of their codes and a directory that will contain the Top 150 Australian Securities Exchange equities.

  1. Open BodhiGold.
  2. Click on the Configure button.

    BodhiGold: Configure button

    The Configuration screen will appear.

    BodhiGold: Configuration Screen

  3. In the Data Distribution part of the screen you will see two tabs. The Native tab contains a list of formats that BodhiGold updates automatically. This means that BodhiGold writes directly to the format so can automatically adjust historical data for share splits and consolidations.

    BodhiGold: Native Tab

    The Import tab contains a list of formats that BodhiGold creates an import text file for. BodhiGold does not update the format directly but creates a daily file that can be imported into the software. You can see the fields of these formats by moving your mouse over them.

    BodhiGold: Import Tab

    You can change the directories for both the Native and Import formats. For the sake of this tutorial we are going to make changes to the Native formats.

    BodhiGold: Custom button

  4. Click on the Custom button to display the Distribution screen.

    BodhiGold: Normal Distribution

  5. If the Profile is set to Normal or Default then go to File>Copy Selected Profile as these two profiles can not be edited.

    BodhiGold: Copy the profile

  6. Enter the name of the new profile in the box provided then click the OK button.

    BodhiGold: Naming the new profile

    This will copy the current profile and allow you to edit/add directories.
  7. You may choose to keep some of these directories or delete them all and start from scratch. Any directories that are in blue are using a format that you have selected and therefore will be updated.
  8. For the purpose of this tutorial I am going to delete all the directories in this list.
      To do this:
    1. Click on the first directory in the list then whilst holding down the SHIFT key click on the last directory in the list. This will highlight all the directories.
    2. Go to Path>Delete to remove them all.

    BodhiGold: Deleting Directories

  9. To create a new directory, go to Path>Insert then choose the data format you are creating the directory for.

    BodhiGold: Creating a new directory for EzyChart 6

    The first directory I'm going to create is an EzyChart 6 directory that automatically filters symbols into their market group (i.e. equity/index) under their exchange code (i.e. ASX/LSE).
    To do this I am going to use the wildcards %Source% and %Market%.

    BodhiGold: Add a new EzyChart 6 directory filtered for Exchange and Market

    Therefore, I will enter the path c:\EzyChart6\%Source%\%Market% into the box and click the OK button to add it to my directory list.

    BodhiGold: Add a new EzyChart 6 directory filtered for Exchange and Market

    If I have chosen to download Equities; Indexes and Warrants from the Australian Securities Exchange and Equities from the Kuala Lumpur Exchange, BodhiGold will create the following directories and the correct data will be filtered automatically:
    c:\EzyChart6\ASX\Equity
    c:\EzyChart6\ASX\Indice
    c:\EzyChart6\ASX\Warrant
    c:\EzyChart6\KLS\Equity

  10. The second directory we are going to enter is a MetaStock alphanumeric structure. To do this, go to Path>Insert then choose MetaStock. In the Path type c:\MetaStock\%ALPHA%* then click the OK button to add it to the list.

    BodhiGold: MetaStock directory

    This entry will substitute the %ALPHA%* wildcard for directories from A to Z and 0 to 9. This simply means that symbols beginning with the letter A will be put into a c:\MetaStock\A* directory whilst symbols beginning with the letter W will be placed in a c:\MetaStock\W* directory. The 0 to 9 is used for Exchanges (mostly Asian) that use numbers for codes instead of letters.
    Please Note: This directory has no Source filtering which means all/any exchanges you are downloading will be loaded into this directory structure. To change this you would need to either add the wildcard %Source% to the directory or apply .

  11. The final directory we will create is a BodhiOne directory that will contain the Top 150 equities trading on the Australian Securities Exchange. To do this go to Path>Insert>BodhiOne, type c:\BodhiOne\Top150 in the box provided then click OK to add it to the list.

    BodhiGold: BodhiOne directory

    You will notice that I haven't added a wildcard to this directory. This means that nothing will be filtered automatically and every exchange I have turned on will populate this directory.

    BodhiGold: MyList directory structure

    To make only the Top 150 Australian Security Exchange symbols populate this directory I will need to add some manual filtering.
    For information on how to add manual filtering to this directory (and others), refer to this tutorial: .

    If you want to change options in the Configure tab of this screen or simply want to know what they do, continue reading this tutorial.

Configuring options for your directories

Information about the Configure tab:
Changes you make on this tab may affect the way your data is distributed to your directories. These changes will only take place from today's date onwards and will not adjust your historical data. If you require these changes to be made to your historical data you will need to load the data [to empty directories] from an up-to-date history disk, after making the changes.
We strongly advise you to do a backup of your database/s before making changes on this tab.

The Configure tab has the following options:

Name Example Definition
Format MetaStock This is the format the data in this directory will be exported into. The format is selected when you create a directory [Path>Insert] and can not been changed. You will need to delete the directory [Path>Delete] and create a new one if you chose incorrectly.
Period Daily This is currently set to Daily.
Status Active You can turn directories off by removing the tick from this box. If you take the tick out of this box the directory will stop updating. When you create a new directory this box is automatically ticked.
Padded Open Days You have three choices: None, Open Days and Week Days. If you choose None 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 you choose Week Days BodhiGold will bring forward the previous days close value for any non-traded days from Monday to Friday. Selecting Open Days will bring the previous days close value forward only on the days where the Exchange is open for trading. Holidays like Easter that fall over a couple of week days [Monday & Friday] will not be padded.
Factor
prices by
1 The default setting for this option is '1' - which means to leave the prices as they are disseminated. However if you want to change the way the prices are displayed in your charting software or you have your historical data in a different decimal pointage [i.e. enter 0.01 to go from dollars to points] then you can enter a value here.
OHL missing Use previous If you tick this option any symbols that only have a close price [i.e. some indexes] will be exported to your directory using the previous day's close price as today's open price. The high and low will be determined from the two values.
Events Structural These options relate to the different types of events your historical database can be adjusted for. You select or deselect these by ticking or unticking the box. Refer to this for a more indepth explanation of each type of event.

If you want to make the same changes to the Configure tab over multiple directories, follow these steps.

  1. Open BodhiGold and click on the Configure button.

    BodhiGold: Configure button

  2. The Configuration screen will appear. In the Data Distribution part of the screen you will see two tabs. The Native tab contains a list of formats that BodhiGold updates automatically. This means that BodhiGold writes directly to the format.
    The Import tab contains a list of formats that BodhiGold creates an import text file for. BodhiGold does not update the format directly but creates a daily file that can be imported into the software.
    You can change the directories for both the Native and Import formats. For the sake of this tutorial we are going to make changes to the Native formats.

    BodhiGold: Custom button

  3. Click on the Custom button to display the Distribution screen.

    BodhiGold: Distribution

  4. If the Profile is set to Normal or Default then go to File>Copy Selected Profile as these two profiles can not be edited.

    BodhiGold: File>Copy

  5. Enter the name of the new profile in the box provided then click the OK button.

    BodhiGold: Changing the profile

    This will copy the current profile and allow you to edit/add directories.
  6. You may choose to keep some of these directories or delete [Path>Delete] them all and start from scratch. Any directories that are in blue are using a format that you have selected and therefore will be updated.

    BodhiGold: My Lists profile

  7. For the purpose of this tutorial I am going to make all 3 MetaStock directories active; turn on dividends and pad for 'Open Days'.
      To do this:
    1. Click on the first MetaStock directory in the list (c:\Data\MetaStock\%SOURCE%*) then whilst holding down the [SHIFT] key click on the last MetaStock directory in the list (c:\Data\MetaStock\%SOURCE%\%GICS2%*). This will highlight all three directories.
    2. With these 3 selected, tick the Active box then choose Open Days from the Padded drop-down box and tick Dividend in the Events section.

      BodhiGold: Configuring Options

    These directories are none active and will apply dividend events and pad data for open days.

    For information on how to add manual filtering to directories, continue reading this tutorial.

Filtering data into your directories

Information about Filters:
The filtering options are found on the Filter tab on the Distribution screen. These 9 options are set manually [by you] using the wizards available in the software.

BodhiGold: Filtering Options

Below is a table explaining the filtering available in BodhiGold including an example and a definition.

FILTERS
Filter Options Definition
Module Commod If you set the Module to equal Commod, only commodity information will be loaded into the specified directory (eg. anything listed in the Commod tab in BodhiGold's Data Selection screen - Chicago Board of Trade; New York Futures etc.).
Finance If you set the Module to equal Finance, only financial information will be loaded into the specified directory (eg. anything listed in the Finance tab in BodhiGold's Data Selection screen - Australian Securities Exchange; London Stock Exchange etc.).
Forex If you set the Module to equal Forex, only foreign exchange information will be loaded into the specified directory (eg. anything listed in the Forex tab in BodhiGold's Data Selection screen - AUD forex; USD forex.).
Funds If you set the Module to equal Funds, only fund information will be loaded into the specified directory (eg. anything listed in the Funds tab in BodhiGold's Data Selection screen - AMP Investments etc.).
Region Individual Countries You can choose individual countries from this selection. For example: If you chose Australia, the Australian; Bendigo & Newcastle Stock Exchanges and Australian CFDs and the Sydney Futures Exchange would be filtered into this directory (assuming you are downloading these).
Source Individual Exchanges You can choose individual Exchanges from this selection. For example: If you chose the Australian Securities Exchange, all the Equities/Indexes/Options/Warrants/Income/Future securities from this Exchange would be filtered into this directory.
Market CFD If market is set to CFD, only CFD data from the Exchanges you have selected will go into this directory.
Equity If market is set to Equity, only Equity data from the Exchanges you have selected will go into this directory.
Forex If market is set to Forex, only Foreign Exchange data from the Exchanges you have selected will go into this directory.
Future If market is set to Future, only Futures data from the Futures Exchanges you have selected will go into this directory.
Income If market is set to Income, only Income data from the Exchanges you have selected will go into this directory.
Indice If market is set to Indice, only Index data from the Exchanges you have selected will go into this directory.
Mutual If market is set to Mutual, only Mutual data from the Investment Funds you have selected will go into this directory.
Option If market is set to Option, only Exchange Traded Option data or Future Options from the Exchanges you have selected will go into this directory.
Warrant If market is set to Warrant, only Warrant data from the Exchanges you have selected will go into this directory.
Symbol Individual Symbols You type individual symbols or load a tick list of symbols into this filter and only those symbols will populate the directory.
Closed Individual Prices If closed is set to <$10 only securities that have a close price that is less than $10 will be loaded into this directory.
Sector MSCI You can set a directory to include symbols that are in a specific sector. The Morgan Stanley Classification has 38 sectors available.
GICS1 You can set a directory to include symbols that are in a specific sector. The Global Industry Classification (Level 1) has 10 sectors available.
GICS2 You can set a directory to include symbols that are in a specific sector. The Global Industry Classification (Level 2) has 24 sectors available.
Ranked Individual Ranking You can set a directory to include symbols that are ranked under or over a specific number. Ranking is determined by multiplying the 'Shares on Issue' by the current closing price.
Indice Individual Indices This filter lets you choose an index from BodhiGold's Groups list and then loads the constituents for that index into a directory. You initially select the market group [i.e. AUASXEQ = Australian Securities Exchange Equity List] then the index [i.e. S&P/ASX 200].

Filtering data into my directories
In this tutorial we will use the MyList distribution directories that we made . With this list we will filter the Top 150 ASX symbols into the c:\BodhiOne\Top150 directory and all ASX Equities into the c:\MetaStock\%ALPHA%* directory.

  1. Open BodhiGold. Click on the Configure button.

    BodhiGold: Configure button

  2. The Configuration screen will appear.
    In the Data Distribution part of the screen you will see two tabs. The Native tab contains a list of formats that BodhiGold updates automatically and the Import tab contains a list of formats that BodhiGold creates an import text file for.
    You can change the directories for both the Native and Import formats. For the sake of this tutorial we are going to make changes to the Native formats.

    BodhiGold: Custom button

  3. Click on the Custom button to display the Distribution screen.

    BodhiGold: MyList directory structure

    It is currently displaying the MyList distribution that we created in the above tutorial.
  4. Select the first directory in the list [c:\BodhiOne\Top150], so it is highlighted then click on the Filter tab.

    BodhiGold: Filter Tab

    We are going to filter the Top 150 ASX symbols into this directory. To do this we need to add filtering to the Source and Ranked filter.
  5. Double-click on the Source: filter to display the Stage Editor form.
  6. Select is equal to from the first drop-down box then choose Australian Securities Exchange from the next box then click the Append button to add it. Exit [x] the Stage Editor to apply this filter to the Source field. You'll notice that the Source filter now has =ASX set.

    BodhiGold: Source Filter

  7. Double-click on the Ranked: filter to display the Stage Editor form.

    BodhiGold: Ranked Filter

  8. Select is less than from the first drop-down box then type 151 into the next box then click the Append button. Exit [x] the Stage Editor to add this filter to the Ranked field. You'll notice that the Ranked filter now has <150 set.

    BodhiGold: Less than 151

  9. The c:\BodhiOne\Top150 directory is now filtered to load only ASX symbols that have a market capitalisation which ranks them from 1 to 150.

    BodhiGold: BodhiOne directory ranked


  10. We will now filter the MetaStock directory to include only the ASX Equities loaded into Alpha-numeric format. Please refer to this for more information on the Alpha format. We will need to set the Source and Market filter to achieve this.
  11. Click on the c:\MetaStock\%ALPHA%* directory. The Filter tab should still be selected.

    BodhiGold: MetaStock Directory

  12. Double-click on the Source: filter to display the Stage Editor form.
  13. Select is equal to from the first drop-down box then choose Australian Securities Exchange from the next box then click the Append button. Exit [x] the Stage Editor to add this filter to the Source field.

    BodhiGold: Source Filter

  14. Double-click on the Market: filter to display the Stage Editor form.

    BodhiGold: Market Filter

  15. Select is equal to from the first drop-down box then select Equity then click the Append button. Exit [x] the Stage Editor to add this filter to the Market field.

    BodhiGold: Market = Equity

  16. The c:\MetaStock\%ALPHA%* directory is now filtered to only include the ASX Equity symbols.

    BodhiGold: MetaStock Directory Filtering

    If you want to change options in the Configure tab of this screen or simply want to know what they do, refer to these instructions: .