These instructions will explain how to select or deselect products in Bodhi5. On installation, Bodhi5 automatically selects the Equity and Index data (if available) from your nearest exchange. For example, if you selected Australia as your country during installation, Bodhi5 will select Equity and Index data from the Australian Securities Exchange and a selection of World Indexes. If your subscription or trial includes more data than is selected or you wish to deselect some information, then read on.

What products are currently selected?
To find out what products are currently selected, do the following:

1. Open BodhiGold.
2. From the menu choose File then Receive. This displays the available modules. If data is selected in any of these modules there will be an arrow to the right of it.
3. Click on any of these arrows to find out what data is selected in that module.

   

4. If you are happy with the products that are selected you don't need to go any further with this tutorial.
   If you wish to select some other products then follow these steps.
   If you wish to deselect some of these products, then follow these steps.

You can also choose to download select groups of information. For example, you may only want to download the Top 150 securities from an exchange or perhaps you only want the securities that make up the ASX All Ordinaries Index. With Bodhi5 you can select these options:

Selecting new products from the BodhiGold menu

To select new products from the Bodhi menu you need to download files - so make sure you are connected to the Internet before continuing:

1. Open Bodhi5.
2. Click on the Configure button. The Configuration screen will appear.

   

3. In the Data Selection box you will see a number of different tabs.

   Finance	Contains the more popular world-wide securities exchanges.
   Forex	Contains foreign exchange cross-rates for the top 8 World currencies.
   EDI	Contains a comprehensive list of world-wide securities exchanges.

   Each tab contains a list of countries with a [+] or arrow sign next to them. All data is categorised under the country it comes from. Countries that are highlighted in blue have products already selected in them. Countries with no data selected are grey.

4. For this tutorial we are going to add futures data from the Sydney Futures Exchange. To do this, we need to click on the arrow symbol next to Australia in the Finance tab.

   

   This will display all the Exchanges that are available from this country.

   

5. To select products from the Sydney Futures Exchange we need to click on the arrow symbol next to the exchange. This will display a list of products available from this exchange.
   For the Sydney Futures Exchange these products include Futures and Options. Other exchanges (i.e. Australian Securities Exchange) include: Equities; Indexes; CFDs; Warrants & Income.

   

   Double-click on Future to open the Future product list.
6. If you've never downloaded this product before you will be prompted to download the latest list of futures. To do this, go to File>Refresh.
   Note: Even if you have downloaded this list in the past, it is worth refreshing it to make sure you have all currently listed futures.

   

   

   The list of futures will now be downloaded from our server. When finished the list will be displayed.

7. You now need to decide what you want to download. The selections you make on this screen will control the amount of data you update.
   There are three ways to choose data from this screen:
   • The View drop-down menu
   • The Bundle box
   • Individually ticking symbols

   View menu

   The best place to start is the View drop-down menu. This menu controls the symbols that are displayed on the screen.
   The menu is divided into two parts. The first part lets you choose between Families and Members (members are chosen by default). In most product lists the default setting is preferred but in products such as Futures and Options you may wish to choose Families as this gives you more control over your selections.

   

   When you select Families the list is refreshed. Instead of displaying the individual futures symbols the list now contains one symbol for each family series. This is useful if you only want to download a few symbol series as opposed to the entire list. For example: if you now ticked the box next to: APD* & BLN*, Bodhi would only update all the SPI 200 Day and BHP Billiton Night contracts - the rest of the list would be ignored.

   

   The second part of the drop-down box lets you choose the type of symbol you want the list to display. Each product list has different defaults but for the Future product lists only Derived symbols are turned on. The derived symbols for the futures are continuous contracts. Continuous contracts are created dynamically from the current contracts. To display current contracts as well as the derived, select Common from the drop-down box.

   

   This will refresh the list adding all the currently trading contracts.

   

   The other selection you have here is AdvDec. This stands for Advance Decline and if you select this option, nine symbols will be added to the top of the list. These symbols are dynamic to the current market and will calculate trins, ratios and lines from the available data.

   

   Please Note: You can deselect options that are ticked/dotted by selecting them.

   Bundle box

   Once you've got the list displaying the symbols you are interested in you then need to choose them. This brings us to the Bundle box. From this box you can make the following selections:

   None	You would select this option if you don't want to update any data from this list or if you are going to tick symbols individually.
   Top?	You can configure this option to select the top 1 to 999 symbols. For more information refer to:  Update a group of ranked stocks .
   All	Everything in the list will be selected when you choose this option.
   Set	This option can be configured to update a set of symbols, for example: the symbols that make up the ASX All Ordinaries index. For more information refer to:  Update a set groups of stocks .
   CFD	This option can be configured to update a set of CFD symbols.

   Please Note: not all these selections are pertinent to each product list. For example, only None and All are available in the Sydney Futures product list. The ones that are not available will be in grey and you won't be able to select them.

   Ticking symbols

   If you only want to download a selection of symbols you can simply tick the box next to them in the list. You will need to make sure the Bundle is set to None before you do this.

   

8. Now that you know what is available from the View menu and how to choose symbols using the Bundle box or by ticking them, you need to make the selections you require.

Deselecting products from the Bodhi5 menu

To deselect products, do the following:

1. Open Bodhi5.
2. Click on the Configure button. The Configuration screen will appear.

   

3. In the Data Selection box you will see a number of different tabs.

   Finance	Contains the more popular world-wide securities exchanges.
   Forex	Contains foreign exchange cross-rates for the top 8 World currencies.
   EDI	Contains a comprehensive list of world-wide securities exchanges.

   Each tab contains a list of countries with an arrow next to them. All data is categorised under the country it comes from. Countries that are highlighted in blue have products already selected in them. Countries with no data selected are grey.
4. In this tutorial we are going to deselect the American Business Indicators. Every installation of Bodhi5 automatically selects the product group: World Zones. This group includes World indexes that are split into three [3] lists (depending on the country of origins time zone). The lists are American; AusAsian & European Business Indicators - the names are explanatory.
5. To deselect the American Business Indicators we need to click on the arrow next to World Zones. This will display the three lists (mentioned above).
6. Click on the arrow next to American Business Indicators then double-click on Indice.

   

   This will display the list of indexes.

   

   Currently the Bundle is set to All which has made the entire list active. This means that all 30 indexes will be downloaded and updated to your charting software.

7. To deselect this data simply choose None from the Bundle box. This sets the Active symbols to 0 which means no data will be downloaded or updated from this product list.

   

Updating a group of ranked securities

There are two [2] ways you can update a group of ranked stocks.

Updating a group of ranked securities

If you select this option in the product menu it will configure this Exchange to only export this information to your database/s. All other symbols from this exchange will be ignored. In this tutorial I'll show you how to select the Top 150 equities trading on the Australian Securities Exchange.

1. Open Bodhi5.
2. Click on the Configure button. The Configuration screen will appear.
3. In the Finance tab, click on the arrow next to Australia.

   

4. Click on the arrow next to Australian Securities Exchange.

   

   The ranking feature only works with the Equity product list, so double-click on Equity to open this list.

   

5. The ranking information is handled by the Bundle box. You can only select one of the options in this box. If you choose to select a ranked option by this method you will only download those selected equities and no others from this list. Therefore, if you want to download other ASX equities you will need to set the Bundle to All and go to Filtering a ranked option into a directory. If you are happy with this selection then continue on with this tutorial.
6. Select Top100 from the Bundle box.
7. Right-click in the Bundle box and select Top>Re-rank from the menu. This will re-rank the entire ASX Equity list using the last figures you downloaded with Bodhi5.

   

8. To change the selection to the Top 150, right-click in the Bundle box and select Top>Re-set.

   

   Enter 150 in the Top ? box then click the OK button.

9. This is now set and selected. When you do a Catchup in Bodhi5 the 150 symbols will start downloading into the format/s you have selected.

   

Updating a group of ranked securities

Filtering a ranked list of symbols into a directory allows you to download more than just that selection. For example: you may want to keep watch on the Top 150 ASX symbols but also follow the entire ASX Equity list. You can achieve this by filtering directories.
In this tutorial we will configure Bodhi5 to update two EzyChart 7 directories. One will contain the Top 150 ASX Equity symbols and the other will contain the entire ASX Equity list. Note: EzyChart 7 uses the UltraEzy format.

1. Open Bodhi5.
2. Click on the Configure button. The Configuration screen will appear.
3. In the Finance tab, click on the arrow next to Australia.

   

4. Click on the arrow next to Australian Securities Exchange.

   

   Double-click on Equity to open the list.

   

5. If it's not already selected, tick All in the Bundle box.
6. Exit [x] the Equity list.
7. On the Configuration screen, cick on the Custom button to enter the Distribution screen.

   

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

   

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

   

10. In this profile you will notice that there is already an EzyChart 7 directory called: C:\Data\UltraEzy\%SOURCE%.

    

    The %SOURCE% is a wildcard used by the software to filter symbols automatically into their Exchange directories. If you download symbols from the Australian Securities Exchange and the London Stock Exchange then %SOURCE% is substituted with the 3-letter exchange code. This means two directories are created: C:\Data\UltraEzy\ASX which contains symbols from the Australian Securities Exchange and C:\Data\UltraEzy\LSE containing symbols from the London Stock Exchange.
11. This directory will automatically filter all the ASX Equities into a C:\Data\UltraEzy\ASX directory. Which is what we want for one of our directories.
    Please Note: if you select any other products from the ASX menu (i.e. indexes, warrants or options) these will also be filtered into this directory. To stop this from occurring you need to set the Market filter to Equity (refer point 16 of this tutorial).
12. We now need to create our other directory for the Top 150 ASX Equities. To do this go to Path>Insert>UltraEzy.
    Type the directory - C:\Data\UltraEzy\ASX\Top150 into the Insert Path box then click the OK button to add it to the list.

    

13. We now need to ensure this directory only contains the ASX Top 150 symbols. To do this, select our newly created directory (so it is highlighted) then click the Filter tab.

    

14. The Filter tab has a list of options we can add filtering to. To filter the Top 150 ASX symbols into this directory we are going to use the following three filters: Source; Market & Ranked.
15. To add a Source, double-click on the word Source: to display the Source Stage Editor screen.

    

    Select Australian Securities Exchange from the second drop-down box then click the Append button then exit [x] the screen. You will notice that the Source now equals ASX. This means that only symbols that trade on the Australian Securities Exchange will be filtered into this directory.

    

16. We now want to add a filter to the Market option so only equity symbols are loaded into this directory. To do this, double-click on the word Market: to display the Market Stage Editor screen. Select Equity from the second drop-down box then click the Append button.

    

    When you exit [x] the screen you will notice that the Market now equals EQ. This means that only equity symbols that trade on the Australian Securities Exchange will be filtered into this directory.

    

17. The final stage of filtering is achieved using the Ranked filter option. Double-click on Ranked: to display the Ranked Stage Editor screen. From the first drop-down box select is less than and in the next box type 151 then click the Append button.

    

    To set this filtering click the exit [x] button.

18. All the filtering has now been applied. We have ensured that the C:\Data\UltraEzy\ASX\Top150 directory will only include the top 150 ranked equity symbols that are trading on the Australian Securities Exchange.

    

19. You now need to exit [x] all the screens back to the main screen then click the Catchup button to create these directories.

Updating a set group of securities

Bodhi5 allows you to download the constituents (symbols) of an index/group into a directory. This means that you can follow the companies that make up the Dow Jones Industrial Average the FTSE 100 or the S&P ASX 200.

Naturally you need to be a subscriber to the exchanges that these constituents trade on before you can download symbols into these groups. To find out how much it will cost to add a particular market, contact our sales team.

Please Note: some of the sets that are available include constituents that trade on different exchanges. For example, the symbols that make up the S&P 400 index trade on three exchanges (AMEX, NASDAQ & New York). If you only subscribe to one of these exchanges the directory will only include the constituents that trade on that exchange.

There are two [2] steps involved when turning on set groups.

Turning sets on for your format

In this tutorial I'll show you how to select the Dow Jones Industrial set and have it updating in MetaStock format. Our first step is turning on the MetaStock format and configuring it for Groups.

1. Open Bodhi5.
2. Click on the Configure button. The Configuration screen will appear.
3. In the Data Distribution section on the screen, tick the box next to the word MetaStock to activate this format. Then right-click over the word MetaStock to display a selection box.

   

4. This box controls the settings for any directories you create in MetaStock format. The DirLimit box lets you choose how many files you want in each directory. Different versions of MetaStock are limited to different amounts. For example, early versions could only handle 225 files per directory. The default setting is 2000, if you change this please make sure your copy of MetaStock can handle the amount you enter or your software will not read the data files created.
5. Put a tick in the Groups box then exit [x] the screen. This format is now configured to create Group directories for any sets of symbols you choose below. You can turn on Groups for any active format in this list.

Selecting the sets you want to download

Once you've turned these sets on for the format/s you use you can then download the lists and select the sets you want to download.
In this tutorial we are going to select the Dow Jones Industrial set. This index includes symbols that trade on the NASDAQ & New York Stock Exchanges.

1. Open Bodhi5.
2. Click on the Configure button. The Configuration screen will appear.

   

3. Click on the Groups button to display the Configuration screen.

   

4. Connect to the Internet then go to File>Refresh to download the latest Exchange lists.

   

5. Select NASDAQ Exchange Consolidated ~ Equity from the drop-down box. This will display the set list available for that Exchange.

   

6. Put a tick in the box next to Dow Jones Industrial to select it. The Path at the top of the screen will tell you the directory these symbols will download to.

   

7. As previously discussed the Dow Jones Industrial contains symbols that trade over two markets. By selecting this set in the NASDAQ list we are ensuring that all the symbols that make up this index and that trade on this exchange are added to this directory. However, we also need to select it in the New York List.
8. From the drop-down box, select New York Exchange Consolidated ~ Equity to display the set list available from this Exchange.
9. Put a tick in the box next to Dow Jones Industrial to select it.

   

10. Exit [x] the Configuration (Groups) screen.
11. Exit [x] the Configuration screen.
12. Connect to the Internet and click the Catchup button. This will download the latest data into your new Dow Jones Industrial directory.
    If you have been updating the NASDAQ & New York Exchanges previously using Bodhi5 or you have loaded historical data then this directory will be filled with the history you have accumulated. If this doesn't occur you will need to go into the Edit>Options>General tab and tick the option: Copy history from another database if missing After a couple of Catchups the history will be added to the new directories.