These instructions will explain how to configure the Ascii/Csv format in Bodhi5. If you do not have Bodhi5 installed on your computer, please refer to this tutorial: Installing Bodhi5.

The Ascii/Csv format in this version of Bodhi5 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 A = Active; R = Rescinded/Expired; S = Suspended & Z = Zombie (this means the security is currently trading under a temporary code but will come back to this code soon.)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 Bodhi5 for Ascii/Csv

1. Install Bodhi5 using the installation instructions.
2. Once installed, launch Bodhi5. If this didn't happen automatically when you finished installation double-click the Bodhi5 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.

   
   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].

   

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

   

6. Select Microsoft Excel (CSV) and any other formats you require from the list of analysis software, then click [x]. By selecting Microsoft® Excel, Bodhi5 will automatically choose the AsciiCsv format.

   

7. Bodhi5 will now download product lists required to finish the installation.

   

8. Initialisation is now completed. Click the OK button to shut down Bodhi5 then restart the software.

   

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

   

   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 Bodhi5 for your trial period.
      The Confirm registration box will appear each time you open Bodhi5 (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.

      

10. Click the 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.

       

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

       

    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. Bodhi5 will now download and export the last 6-months of data to your hard drive.

    

Congratulations, you have successfully configured Bodhi5 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 Bodhi5 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 Bodhi5.
2. Click the Configure button. Put a tick in AsciiCsv (if it isn't already selected).

   

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

   

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.

   

   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.

   

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).

   

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.