{"id":2330,"date":"2024-05-30T17:43:28","date_gmt":"2024-05-30T17:43:28","guid":{"rendered":"https:\/\/live-portfellow-com.vserver.zonevs.eu\/?post_type=docs&p=2330"},"modified":"2025-02-04T17:40:33","modified_gmt":"2025-02-04T17:40:33","password":"","slug":"pensionifondid","status":"publish","type":"docs","link":"https:\/\/www2.portfellow.com\/et\/help\/pensionifondid\/","title":{"rendered":"Pensionifondid"},"content":{"rendered":"

Tehingu k\u00e4sitsi lisamine portfelli<\/h3>\n\n\n\n
    \n
  1. Mine soovitud portfelli vaatesse ning vajuta nuppu \u201cLisa uus\u201c;<\/li>\n\n\n\n
  2. Avanenud men\u00fc\u00fcst vali \u201cTehing \/ investeering\u201c<\/li>\n\n\n\n
  3. Kirjuta otsingukasti pensionifondi nimi;<\/li>\n\n\n\n
  4. Pensionifondid tunned \u00e4ra tunnuse \"C:EEPK\" liidese j\u00e4rgi;<\/li>\n\n\n\n
  5. Vajuta sobiva fondi peale;<\/li>\n\n\n\n
  6. Avanenud vormis m\u00e4\u00e4ra:
    Tehingu kuup\u00e4ev, Tehingu t\u00fc\u00fcp (ost v\u00f5i algsaldo), Kogus, Hind

    \n\nVali konto, kui tegid tehingu portfellis oleva rahakonto kaudu ja soovid \u00fclekannet ka seal kajastada;\n

    \nSoovi korral kommentaar;

    \n
      \n
    • Transaction date<\/strong><\/li>\n\n\n\n
    • Transaction type<\/strong> (Buy or Initial Balance)<\/li>\n\n\n\n
    • Quantity<\/strong><\/li>\n\n\n\n
    • Hind;<\/strong><\/li>\n\n\n\n
    • Select an account<\/strong> if the transaction was made via a cash account<\/strong> in your portfolio and you want to reflect the transfer there as well.<\/li>\n\n\n\n
    • Optional: Add a comment<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • Vajuta \"Lisa portfelli\";<\/li>\n<\/ol>\n\n\n\n
      \n\n\n\n
      <\/div>\n\n\n\n

      Andmete importimine pensionikeskuse lehelt<\/h3>\n\n\n\n
        \n
      1. Logi sisse Pensionikeskuse lehele;<\/li>\n\n\n\n
      2. Vali men\u00fc\u00fcst Raportid > Konto v\u00e4ljav\u00f5te;<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        • Avanenud lehel:\n
            \n
          • Vali \u00f5ige periood<\/li>\n\n\n\n
          • Vali lihtsustatud versioon;<\/li>\n\n\n\n
          • Vali kas II v\u00f5i III sammas;<\/li>\n\n\n\n
          • Vajuta \"Otsi\"<\/li>\n\n\n\n
          • J\u00e4rgmisel lehel keri lehe alumisse ossa ning vajuta nuppu \"Salvesta CSV\"<\/li>\n<\/ul>\n<\/li>\n\n\n\n
          • Kasuta Portfellow CSV importimise funktsionaalsust<\/li>\n<\/ul>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            <\/div>\n\n\n\n

            Hea teada!<\/p><\/div>

            \n

            Juhul kui sinu valitud perioodi j\u00e4\u00e4vad tehingud Eesti kroonides, siis pead sa tegema kaks erinevad eksportimist. Samuti tuleb sul kroonides olev CSV fail Exceli v\u00f5i Google Sheets programmis avada ning kroonid konverteerida eurodesse.<\/p>\n<\/div><\/div>\n\n\n\n

            <\/p>","protected":false},"excerpt":{"rendered":"

            Manually Adding a Transaction to the Portfolio Importing Data from the Pension Center Website<\/p>","protected":false},"author":1,"featured_media":2415,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"doc_category":[21],"doc_tag":[],"class_list":["post-2330","docs","type-docs","status-publish","has-post-thumbnail","hentry","doc_category-managing-investments"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t