Right-click over the format that you want to configure. This will display the options box for this format.
Note: Make sure you have a tick in the box next to this format or BodhiGold won't update it.
The UltraEzy; EzyStation; EzyChart & Market Analyst formats all have the same two options:
Modify Symbol with - Prefix or Suffix
This feature lets you add a prefix and/or suffix to all the symbols that trade on a particular exchange. This has been made available for two reasons:
- Some import file formats require it (i.e. OptionVue).
- It's an easy way to recognise stocks when loading multiple Exchange data into one database.
You activate this option by ticking Prefix or Suffix (or both) then clicking the Edit button. This will open your Word Processor and display a Prefix and Suffix heading. Enter the 3-letter Exchange code then an equals sign then the Prefix or Suffix you want added to the symbols in that Exchange.
Once you've added the prefix/suffix you require, exit [x] the Word Processer and click the Save button. The document will be automatically saved into the default directory (c:\Software\Infosoft\Bodhi5\Main\Text). You can make changes to this file by clicking the Edit button.
If you tick this feature any sets you choose from the Groups screen will be downloaded. To read more information on this, refer to this tutorial: Updating a set group of securities .
The BodhiOne format has the Modify Symbol with and the Groups option and also another option called Sector:
The Sector options lets you choose which sector classification you want to use in your format. You have the choice of either MSCI or GICS.
MSCI stands for 'Morgan Stanley Capital International' - this is the company that maintains this sector classification. It is a simple structure that classifies equities into 38 industry sectors. This classification has now been superceded by the GICS.
GICS stands for 'Global Industry Classification Standard'. It is a newer classification method that was created by Standard & Poors (S&P) and Morgan Stanley. It reflects a more global industry group and sector structure and is made up of four levels. The first level classifies equities into 10 sectors, these 10 sectors comprise 24 industry groups. The industry groups break down further into 64 industries then 139 sub-industries. BodhiGold only filters down to the 2nd level industry group.
The MetaStock format has the Modify Symbol with and the Groups option as mentioned above. It also has another two options that are applicable to the MetaStock format only, these are called DirLimit and DopFiles:
DirLimit - Directory Limit
Earlier versions of MetaStock used the Computrac format which was created in 1984 and could only update 255 symbols per directory. This format is open source and as such has been used by a variety of charting software companies (i.e. SuperCharts; TradeStation; Gannalyst etc.). Later versions of MetaStock were upgraded to include 2000 files per directory and the latest release can handle 6000.
If you chose the correct MetaStock version when you installed BodhiGold this field will be set correctly. If you didn't then you'll need to change this before creating the database because if you use an older version of MetaStock but have set the DirLimit to 6000 you will not be able to read the data in the directories.
Please Note: when your directories reach the number you've entered in the DirLimit box, BodhiGold automatically creates a new directory with a sequential number (i.e. c:\data\asx1 or asx2) so you don't lose any of your information.
|6.52 or lower
||MetaStock V6.52; SuperCharts; TradeStation 2000 & Gannalyst Lite
|6.52 to v8
||Advanced GET; Amibroker; BullCharts; Gannalyst Pro; GTE Charting; GTE Toolbox; MetaStock V7 and OmniTrader
|v8 to v11
||MetaStock v8; 9; 10 & 11 and TradeStation v8+
|v12 to v14
||MetaStock v12; 13 & 14
||MetaStock V8; 9; 10; 11 & 15
These files were used with the early Computrac format and allowed the user to customise the data fields and scale factors for any security. These files are no longer used in MetaStock. If you require them, simply tick this option.
The Ascii/Csv format also has the 'Modify Symbol with' and the 'Groups' option as mentioned above (EzyStation) and the 'Sector' option mentioned in the BodhiOne format. However it is a completely customisable format that also has the following options:
The Trade tab contains the price fields that are updated daily. You simply need to tick the fields that you want added to your Ascii/Csv files. The Ascii/Csv format will create one file for each symbol you download and append daily data to each file.
The Common tab contains extra information that may be available on each symbol. This information is written into a Catalog file that holds details on every symbol in the current folder.
The Market tabs only appear if you tick the Market box in the Common tab. Once ticked, tabs will appear for every market in BodhiGold (i.e. Equities; Indexes etc.). From these tabs you can then select more fundamental information (EPS; DPS, Assets, Beta etc.) to add to the Catalog file.
You can choose between two date formats for your data files: YYYYMMDD or Microsoft.
YYYYMMDD is self-explanatory. Y stands for Year; M stands for Month & D stands for Date. Therefore the date 29/09/17 will be entered as 20170929.
The Microsoft date format is the number of days since January 1, 1900. Therefore, the date 01/01/1900 would display as 1 and the 29/09/2017 would display as 43007. This format is handy if you plan to import these files into other MicroSoft ® software (i.e. Excel or Access) for further analysis.
Headers are simply the names given for the fields in the Ascii/Csv files. The header names will be exactly as they are written in the tabs (i.e. Open, High, Low, Close etc.). If you want these headings in each file tick the appropriate box.
No catalog entry when no trade
If you tick this option, symbols that don't trade will not be included in your Ascii/Csv file.
You have the choice of COMMA or TAB. If you choose Comma the fields will be separated by a comma (,) if you choose tab the fields will be separated by a tab space.
Now that you know what options are available for each format, make your selections. These will be applied for every directory you make using that format.