BodhiGold5 User Guide

CONTENTS

Part 1: GettingStarted…………………………………………………. 3

1.1This link includes

1.2Quick Start

1.2.1. Start BodhiGold

1.3. Mouse Functions

1.4. Software Upgrades

Part2: The BodhiGold Interface:………………………………………. 4

2.1. CatchUp button

2.2. Configure button

2.3. Watch button

2.4. Notice button

2.5. ToolBar Functions

2.5.1. File button

2.5.2. View button

2.5.3. Edit button

2.5.4. Tidy button

2.5.5. Help button

Part 3: How To Section -Data Distribution related………………….. 5

3.1 Add or change the data format Bodhi updates

3.2. Update set groups of stocks

3.3. Change the Default data directory/s

3.4. Change the Drive the Data updates to

3.5 Download into GICs sectors (Global Industry Classification Standard)

3.5.1. With MetaStock format

3.5.2. With other data formats.

Part 4: How To Section – Data Selection related…………………….. 7

4.1. Create a Watch List

4.1.1. Remove symbols form your Watch list

4.1.2. View a Chart in my Watch List

4.2. Change the dates where ‘CatchUp’ starts.

4.3. Select or de-select exchange data

4.3.1. Select Traded Futures contracts

4.3.2. Select Advance/Decline Codes

4.4. Update the Top 0-999 ASX Stocks

Part 5: How to Section – Feature related……………………………… 9

5.1. Backup data

5.2. Create Jobs ie. CatchUp ASX Intra-day without downloading all my data

5.3. Set BodhiGold to update automatically at a particular time each day

5.4. Search on a Company name or its Code.

5.5. Use the Monitor

5.6. Delete Expired symbols

5.6.1. View Expired symbols

5.7. View a Chart in BodhiGold

5.8. Customize data Adjustments

5.9. Create Portfolios

Part 6 Finding the Data in your Charting Software……………... 11

6.1. Data paths for Native formats

6.1.1. MetaStock format programs

6.1.2. Ezy format programs

6.1.3. PCE format programs

6.1.4. BodhiOne format programs

6.1.5. AsciiCsv format programs

6.2. Data paths for Import formats

Part 7: Bodhi History:…………………………………………….. 12

Part 8: Troubleshooting………………………………………….. 12

8.1. Check BodhiGold has downloaded data

8.2. Check the Directory/s being updated

8.3. De Bug Mode

8.4. View>reports

8.5. Access Denied message

Last Updated: 6-October-2008

Part 1: Getting Started

BodhiGold5 is the most advanced data download and management software available. It is easily configured to manage the data in whatever format /s you have and whatever data directories or groups you want to update. This User Guide covers some of the programs functions. For further detailed instructions please refer to the Help menu in the software.

1.1.This link includes

 BodhiGold Version 5

1.2. Quick Start Instructions

  • Double Click on B5Setup.exe to install. It is quickest to install to the Defaults.
  • Once installed double-click the BodhiGold 5 icon on your desktop to complete your setup.
  • Answer each setup question by clicking on your choice then closing with the ’X’
  • BodhiGold will now load Equity and Indice Lists.
  • When Complete re start BodhiGold
  • The Registration window appears, Click No to register later or send in the Installation Code to JustData to register now.
  • BodhiGold is now setup to download ALL Equites and Indices from your closest exchange and World Indices, from the start of the month. Select any other data exchanges you have subscribed to, (Refer to Point 4.3) then Close BodhiGold.
  • Next install Bodhi History. If you don’t have History you are able to download up to six months of data. Refer to Part 4.2.

1.2.1. Start BodhiGold

  • Double click on the BodhiGold 5 icon on your desktop.
  • Connect to the Internet
  • Click on CatchUp
  • Set your firewall to allow always, if asked.
  • If you get an Access denied message. Refer to Troubleshooting Part 8.5.
  • BodhiGold will download the data you have subscribed to and update your charting program/s. Refer Part 6.

1.3. Mouse Functions

‘X’ button closes the window you are in and Saves the settings.

All general functions are a single click of the Mouse.

 Specialized actions are a Right click on the Mouse on the highlighted code.

 Selecting markets to download is a double click of the Mouse.

1.4. Software Upgrades

Minor upgrades to BodhiGold will happen from time to time. It is easy to keep your BodhiGold5 upgraded to the current version. We suggest clicking on Help>Upgrade>Start from the opening screen of BodhiGold every month.

Part 2: The BodhiGold Interface

2.1. CatchUp button

CatchUp is a two-stage process rolled into one. CatchUp downloads the data and then processes the data into the format/s you have selected. It is a single click. When first installed or re installed BodhiGold will CatchUp data from the beginning of the month.

2.2. Configure button

It is a single click to enter the data management area of the software. In here you can change data directories, drive, add/delete formats, select symbols to Watch, select data to download plus much more. Refer to the “How to” sections.

2.3. Watch button

When first installed the Watch list will be empty. You can add symbols to your Watch List, which will automatically update each time you CatchUp data. Refer - Point. 4.1. Watch: displays the Code, Date, Close Price, Movement from previous days price Dividend Yield and Earnings per Share, displayed as a percent.

2.4. Notice button.

This drop-down box appears when we publish a notice such as the JustData Newsletter. To read a new notice, click on the arrow next to the word: Notices. Once read the notice is automatically filed under View>Journal>EIS and the Notices drop-down box disappears until a new notice is published.

2.5. ToolBar Functions:

2.5.1. File button

a) Receive. Allows you to download data from one particular exchange. You may use this when troubleshooting.

b). Update. Allows you to select a particular exchange and/or market to process already downloaded data into your selected format/s.

c). Search. Search by code or company name to find if BodhiGold offers a particular stock, indice, future etc and the exchange it is available on.

2.5.2. View button

a) Reports. This shows a record of recent downloading activity. It displays the success of the ‘CatchUp’ and includes the date and time CatchUp starts and finishes, exchanges downloaded and data merges. It also displays errors in connecting to the Internet such as FTP and HTP errors.

b). Jobs. Clicking this allows you to set BodhiGold to “CatchUp’ a particular exchange rather than ‘CatchUp’ all exchanges you subscribe to at once. Useful if you have subscribed to a number of exchanges that come in at different times or the Intraday service. Refer to the ‘How to’ section. 3.5

c). Monitor. The monitor displays changes and occurrences that have happened in each market and exchange on a daily basis. Including new and de-listed symbols, adjustments, % change in the close price and various fundamental events. Refer ‘How to’ section 4.7

d). Journal>EIS This is where all notices are filed for future reference.

2.5.3. Edit button

Options: - Clicking on this brings up three tabs.

a) General tab: - Has your location, the Drive and warn days for data backup, warn days for deleting Expired symbols and weather you want to move expired symbols into the ‘Dump’. It also has the De bug file option, which you would select when asked by support

b) Contact tab: - Enter your email address and Outgoing mail server in the boxes provided. This assists in communicating with the help desk.

c) Connect tab: - Where you can configure BodhiGold to make the Internet connection. If you have a proxy server this is where you enter the details. Also where you can set BodhiGold to CatchUp automatically each day at a particular time. More details refer ‘How to’ section. 3.6.

2.5.4. Tidy button

a) Trash>Empty. This deletes all expired symbols from your hard drive. It is a good idea to click on this every few months to ensure you don’t have to search through expired symbols in your charting software. Refer 5.6.

b) Tidy>Bodhi>BackUp. This allows you to Backup your current directory setup. Useful if you want to create the same directory setup on another computer or you want to make changes to your directory/s without loosing the original settings. Refer 5.8

c) Tidy>Bodhi>Restore. This puts Bodhi directory setup back to the original backed up settings. Refer 5.8.

d) Tidy>Data>BackUp. Backs up your database. We recommend backing up your data every month. By default the data will backup to the C:/ drive and warn you every 30 days after your first BackUp. You can change the number of days to warn you and also change the Backup Drive. Refer to Edit button 2.5.3.

e) Tidy>Data>Restore. This restores your Backed Up data up to the date you made the BackUp. You may need to alter the CatchUp dates in BodhiGold to meet up with the last date of your backed up data. Refer 3.1

2.5.5. Help button

a) Email. Opens your email browser to send support an email.

b) About. Includes Registration details and version.

c) Upgrade. This button automatically upgrades the software to the latest version.

d) Manual. Takes you to the Electronic Manual. (not currently available)

e) Contact. Email address and contact numbers.

f) Website. Takes you to

g) Tutorials. This takes you to pictorial tutorials on our website that give detailed instructions on the various features available in BodhiGold. There is also a Troubleshooting section.

Part 3. How to section- Data Distribution related:

3.1. Add or change the data format Bodhi updates

BodhiGold can update many data formats at the one time. Formats are divided into “Native” and “Import”. A Native format is one that writes directly to the charting program such as Metastock or EzyChart. An Import format is a text file suitable to be imported into charting programs that do not have or do not publish a native format.

  • Open BodhiGold
  • Click on ‘Configure’
  • Native formats are displayed by default.
  • Tick or untick the format/s you wish to update.
  • To select an Import format, Click the Import tab.
  • Tick or untick the format you wish to update.

3.2. Update a set group of stocks: You can update specific groups such as all stocks that are in the ASX All Ordinaries Index or are in the Top 20, 100, 150 etc.
Groups available to you will depend on the exchanges you subscribe to. Groups are turned on by default for the MetaStock format but you can download groups to the other formats as well. To turn on Groups for other formats, do the following:

  • Open BodhiGold
  • Click on ‘Configure’
  • Right-click over the format that you want to add Groups to (ie. EzyStation). A box will appear.
  • Put a tick in the Groups box.
    To select the groups you want to download:
  • Click on ‘Groups’ button
  • Click on File>Refresh
  • To display the available groups, select the requiredExchange from the drop-down box.
  • Tick the box beside the group or groups you want toupdate. Note: the directory the group will update, forMetaStock format, is displayed in this window. You can changethese directories by clicking the Save above settings asdefault button in the Distribution window.
  • Exit [x] the Groups screen.

If you are following the United States exchanges and want to download groups such as the Dow Jones Composite, you must be aware that this index includes symbols from the Amex; Nasdaq & New York Exchange. Therefore, if you only select this group from the Amex drop-down list you will only have the symbols that trade in that index on the Amex in your directory. To ensure you get all the symbols that make up that index (in the one directory) you must tick the same group from all three US drop-down boxes

3.3. Change the Default data directory/s:

  • Open BodhiGold
  • Click on ‘Configure’
  • Click on ‘Custom’

The Directory/s currently being updated are highlighted.

  • Click on File>Copy selected Profile
  • Enter any Name eg Bruce then OK (this just copies the current distribution, if you change your mind you can always come back in here and re select Default)

From here you can create your own directory/s and filter the data according to your requirements. Select an action from the following:

  • Click on Path>Modify to modify a directory you have highlighted in the list.
  • Click on Path>Insert to create a new directory in the format you want.
  • Click on Path>Delete to delete a highlighted directory.

When you have finished the directory or directories now going to update will be highlighted in blue.

3.4. Change the Drive the Data updates to:

  • Open BodhiGold
  • Click on ‘Configure’
  • Click on ‘Custom’
  • Click on File>Copy selected Profile
  • Enter any Name eg Bruce then OK (this just copies the current distribution, if you change your mind you can always come back in here and re select Default)
  • Click on Path>Drive enter the drive you want then Close.

3.5. Download into GICs sectors

  • Open BodhiGold
  • Click on ‘Configure’
  • Click on ‘Custom’
  • Click on File>Copy Selected Profile
  • Enter a name eg MyGroup then OK

Next steps will depend on what format you are working with.

3.5.1. With MetaStock format.

  • Highlight C:\Data\MetaStock\%Source%\%GICS2%* then
  • On the right side of the Window under Status tick Active

This will update GICS directories as well as the default directory. If you only want to update the GICS directory you need to de activate the other directory. Highlight the Directory and under Status remove the tick from Active, then Close.

3.5.2. With other data formats or you want to change the default path name:

  • Click on Path>Insert>Select a format
  • Enter the new path eg C:\Data\%Source%\%GICS% then OK ( Note: %Source% = exchange eg ASX and %GICS% = the sectors.) Interprets as C:\Data\ASX\Bankingetc
  • Click on the Filter Tab
  • Double Click on Source

This brings up the filter, select is equal to, Australian Securities Exchange from the drop down box, click Append and Close.

  • Right Click on Sector (MSCI)>Sector and Select the GICS level you require
  • Close

Part 4: How To Section – Data Selection related

BodhiGold arranges the data under Modules based on their Market or Source. The Finance Module contains the major Stock exchanges, The Funds Module contains un listed Mutual Funds for AMP and MLC, The Commod Module contains World Futures exchanges, The Forex Module contains foreign exchange cross rates and the EDI Module contains other World Stock Exchanges.

4.1. Create a Watch List: Symbols to Watch can be created on any exchange you have subscribed to. We will use the ASX equity market as an example.

  • Open BodhiGold
  • Click on ‘Configure’
  • Click on + Sign next to Australia
  • Click on + sign next to Australia Stock Exchange
  • Double Click on Equity
  • In the symbol list, highlight the code you want to add to your watch list
  • Right Click on it and select Watch
  • Click OK
  • Repeat for any other Code you want to add to your Watch list.
  • Remove symbols form your Watch list.
  • Open BodhiGold
  • Right Click on the symbol/s you want to remove under the Watch button
  • Select Delete

4.1.2. View a Chart

  • Open BodhiGold
  • Right Click over the symbol select Chart.
  • Sort my Watch List

You are able to sort your Watch List on Price, Movement, Dividend Yield or Earnings per share by clicking on the appropriate heading.

4.2. Change ‘CatchUp’ dates: A maximum of six months of data is available to download from our servers. To avoid gaps download the data at least once every six months and BackUp your data regularly. Refer 5.1.

  • Open BodhiGold
  • Click on ‘Configure’
  • Right Click on the Finance Tab to change the dates on all exchanges subscribed to under this Tab.
  • Click Reset>Received. To change the date to when you want to download the data from. ( DO NOT move dates forward)
  • Click Reset>Updated. To change the date you want to update the data to your charting software/s. ( DO NOT move dates forward)

4.3. Select or de select exchange data:

If you have added to or changed your data subscription you may need to select or de-select data. To select eg London Stock Exchange

  • Open BodhiGold
  • Click on ‘Configure’
  • Click on the Finance tab
  • Click on + Sign next to Great Britain
  • Click on + sign next to London Stock Exchange
  • Double Click on Equity
  • Click on File>Refresh if prompted
  • *In the Box headed Bundle select ALL if you want All or leave the dot in None and tick the individual symbols you require.
  • Change the Received and Updated dates to meet up with the last date of your History. (you can change dates back a maximum of 6 months)
  • Close

To de select a market follow the above instructions for the particular exchange up to*

  • In the Box headed Bundle select None then Click on Tick>Clear.
  • Close

4.3.1. Select Traded Futures contracts