{"id":2356,"date":"2024-05-30T19:50:38","date_gmt":"2024-05-30T19:50:38","guid":{"rendered":"https:\/\/live-portfellow-com.vserver.zonevs.eu\/?post_type=docs&#038;p=2356"},"modified":"2025-02-06T16:23:55","modified_gmt":"2025-02-06T16:23:55","password":"","slug":"kuidas-alustada-portfellow-kasutamisega","status":"publish","type":"docs","link":"https:\/\/www2.portfellow.com\/et\/help\/kuidas-alustada-portfellow-kasutamisega\/","title":{"rendered":"Kuidas alustada Portfellow kasutamisega?"},"content":{"rendered":"<h2 class=\"wp-block-heading translation-block\">Uus! Vaata videot ning tee meie asutaja Taaviga kogu protsess l\u00e4bi.<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"jetpack-video-wrapper\"><iframe title=\"Portfellow portfellihalduri tutvustus\" width=\"1140\" height=\"641\" src=\"https:\/\/www.youtube.com\/embed\/LqD2FVQp2mw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><br><br><strong>Portfelli Loomine<\/strong><\/p>\n\n\n\n<p class=\"has-light-green-cyan-background-color has-background wp-block-paragraph translation-block\">Kui oled Portfellow konto avanud, siis esimeseks sammuks on portfelli loomine. Selleks vajuta nupul \"Loo uus portfell\". Seej\u00e4rel avaneb aken, kus saad sisestada loodava portfelli nime, valuuta, kuuluvuse ning valida tootluse annualiseerimise meetodi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Juhul kui investeerid nii eraisiku kui juriidilise isiku alt, siis soovitame luua nende j\u00e4lgimiseks eraldi portfellid. Hiljem saab luua portfellide \u00fclese konsolideeritud vaate, mis koondab kokku valitud portfellide andmed (n\u00e4iteks konsolideeritud vaade eraisiku ja varahaldusettev\u00f5tte investeeringutest).<\/p>\n\n\n<section>\n<p><strong>N\u00e4ide:<\/strong><\/p>\n<blockquote>\n<p class=\"translation-block\">N\u00e4ide:<br> \n<strong>Portfelli nimi:<\/strong>  Marco Polo<br>\n<strong> Valuuta:<\/strong>  EUR<br>\n<strong>Kuuluvus: <\/strong> Eraisik<br>\n<strong> Tootluse annualiseerimise meetod<\/strong> : Liitkasvum\u00e4\u00e4r (CAGR)<\/p>\n<\/blockquote>\n<p>v\u00f5i<\/p>\n<blockquote>\n<p class=\"translation-block\"><strong>Portfelli nimi:<\/strong> Marco Holding Company O\u00dc<br>\n<strong>Valuuta:<\/strong> EUR<br>\n<strong>Kuuluvus:<\/strong> Ettev\u00f5te<br>\n<strong>Tootluse annualiseerimise meetod:<\/strong> Liitkasvum\u00e4\u00e4r (CAGR)<\/p>\n<\/blockquote>\n<\/section>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Algsaldode sisestamine<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Algsaldode sisestamine<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kui portfell on loodud, siis j\u00e4rgmisena suunatakse sind selle portfelli algsaldode sisestamise lehele.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kiireim ja lihtsiam viis Portfellow kasutamiseks on m\u00e4\u00e4rata kuup\u00e4ev, alates millest hakkad oma portfelli j\u00e4lgima. See v\u00f5ib olla nii t\u00e4nane kuup\u00e4ev kui ka kuup\u00e4ev minevikust (v\u00f5iks j\u00e4\u00e4da viimase 90 p\u00e4eva sisse).<\/p>\n\n\n\n<p class=\"has-light-green-cyan-background-color has-background wp-block-paragraph\"><strong>Miks alustada nii, et ei ole m\u00f6\u00f6das rohkem kui 90 p\u00e4eva?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Portfellow liidestub pankadega ning need liidestused t\u00f5mbavad tehinguid kuni 90 p\u00e4eva.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Teiseks soovitame valida kuup\u00e4evaks n\u00e4iteks m\u00f6\u00f6dunud kvartali viimase p\u00e4eva.<\/p>\n\n\n\n<p class=\"has-light-green-cyan-background-color has-background wp-block-paragraph translation-block\">Kui hetkel on 1. november, siis soovitame valida alguskuup\u00e4evaks 30. september.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">N\u00e4iteks kui hetkel on 1. juuni, siis soovitame valida alguskuup\u00e4evaks 31. m\u00e4rts.  Andmete sisestamine eelmise kvartali viimase p\u00e4eva seisuga aitab sul uue kvartali vaated puhtamad hoida.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Miks me ei soovita sisestamist alustada p\u00e4ris aastatetagusest ajast?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Nii on lihtsam alustada. Saad kohe portfelli hetkeseisust pildi ette.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kui sa soovid, saad hiljem igal ajal sisestada ka varasemad tehingud, et n\u00e4ha pikemat ajalugu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"462\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2025-02-06-at-18.11.25-1.png\" alt=\"\" class=\"wp-image-4338\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Algsaldode sisestamine - Investeeringud<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Esimeseks saad sisestada enda <strong>investeeringud.<\/strong> Siin saad sisestada k\u00f5ik portfelli kuuluvad <strong>instrumendid.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\"><strong>Avalikult kaubeldavate instrumentide puhul<\/strong> vajuta nupule 'Otsi' ja vali sobiv instrument. Seej\u00e4rel t\u00e4ida \u00fclej\u00e4\u00e4nud vajalikud v\u00e4ljad.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Juhul kui tegu on <strong>b\u00f6rsil mitte noteeritud investeeringuga<\/strong>, siis saad investeeringu sisestada otsingu vaates k\u00e4sitsi.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"177\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2025-02-06-at-18.14.06.png\" alt=\"\" class=\"wp-image-4339\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Algsaldode sisestamine - Raha \/ Kontod<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Teiseks saad sisestada portfelli kuuluvad maakler- ja pangakontod.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Lisa k\u00f5ik antud portfelli (eraisiku v\u00f5i juriidilise isiku) kuuluvad pangakontod.<\/li>\n\n\n\n<li class=\"translation-block\">Lisa k\u00f5ik maaklerid, kus omad kontosid (N\u00e4iteks Interactive Brokers, Lightyear, Kraken jne)<\/li>\n\n\n\n<li class=\"translation-block\">Kui investeerid l\u00e4bi \u00fchisrahastuse, siis lisa siia ka \u00fchisrahastusportaali konto (portaalis seisva raha jaoks)<\/li>\n\n\n\n<li class=\"translation-block\">Juhul kui kontol on mitu valuutat, siis saad sisestada mitu valuutat.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"175\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2025-02-06-at-18.14.10.png\" alt=\"\" class=\"wp-image-4340\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Vaata \u00fcle enda portfell<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kui oled Investeeringute ja kontode algsaldod sisestanud ning salvestanud, siis suunatakse sind lehele \"Portfell\"<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Seal n\u00e4ed enda portfelli \u00fclevaadet, kus on kuvatud nii sisestatud investeeringud kui ka rahakontod.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">\u00dclevalt paremalt leiad nupu \"Lisa uus\", mille abil saad portfelli sisestada nii uusi investeeringuid kui ka kontosid.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Samuti v\u00f5id k\u00fclastada igat instrumenti ning uuendada andmeid detailses vaates.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"243\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-06-at-18.21.35.png\" alt=\"\" class=\"wp-image-4343\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Pangakontode ja maaklerite liidestamine (tasuline pakett)<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Lehel \"Kontod\" leiad k\u00f5ik enda sisestatud panga- ja maaklerkontod.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Tasulise paketiga on v\u00f5imalik seada \u00fcles automaatne integratsioon vastaspoolega, et saada tehinguandmeid automaatselt.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Klikkides nupule \"Lisa liidestus\" avanevad juhised, kuidas konkreetset kontot liidestada.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"205\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-06-at-18.22.28.png\" alt=\"\" class=\"wp-image-4344\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Oled edukalt portfelli sisestanud, mis edasi?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">N\u00fc\u00fcd kui \u00fcks portfell on sisestatud v\u00f5id alustada j\u00e4rgmise portfelli sisestamist (n\u00e4iteks juriidilise isiku oma). <strong>portfellihaldur<\/strong>, you can proceed to enter the <strong>next portfolio<\/strong> (e.g., a <strong>company investment account<\/strong>).<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Samuti on v\u00f5imalik soovi korral hakata sisestama investeeringutele varasemat ajalugu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Head portfelli j\u00e4lgimist ja teadlikke investeerimisotsuseid!<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>New! Go through the entire process with us! Watch the video here! Creating a Portfolio Once you have opened your Portfellow account, the first step is to create a portfolio.To do this, click on &#8220;Create a New Portfolio&#8221;. A window will open where you can enter the portfolio name, currency, ownership type, and choose the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2299,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"doc_category":[23],"doc_tag":[],"class_list":["post-2356","docs","type-docs","status-publish","has-post-thumbnail","hentry","doc_category-getting-started"],"aioseo_notices":[],"year_month":"2026-06","word_count":598,"total_views":"2830","reactions":{"happy":"0","normal":"0","sad":"1"},"author_info":{"name":"Portfellow","author_nicename":"admin","author_url":"https:\/\/www2.portfellow.com\/et\/author\/admin\/"},"doc_category_info":[{"term_name":"Getting started","term_url":"https:\/\/www2.portfellow.com\/et\/help-category\/getting-started\/"}],"doc_tag_info":[],"jetpack_sharing_enabled":true,"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/comments?post=2356"}],"version-history":[{"count":7,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2356\/revisions"}],"predecessor-version":[{"id":4349,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2356\/revisions\/4349"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media\/2299"}],"wp:attachment":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media?parent=2356"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/doc_category?post=2356"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/doc_tag?post=2356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}