{"id":2463,"date":"2024-06-04T08:36:49","date_gmt":"2024-06-04T08:36:49","guid":{"rendered":"https:\/\/live-portfellow-com.vserver.zonevs.eu\/?post_type=docs&#038;p=2463"},"modified":"2025-02-06T16:39:16","modified_gmt":"2025-02-06T16:39:16","password":"","slug":"uhisrahastus","status":"publish","type":"docs","link":"https:\/\/www2.portfellow.com\/et\/help\/uhisrahastus\/","title":{"rendered":"\u00dchisrahastus"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"0-toc-title\">Investeeringu k\u00e4sitsi portfelli lisamine<\/h2>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kuna \u00fchisrahastuse kaudu tehtavad investeeringud ei ole enamasti avalikult kaubeldavad, siis tuleb see sisestada manuaalselt ehk k\u00e4sitsi.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"391\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-06-at-18.36.27.png\" alt=\"\" class=\"wp-image-4358\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Mine soovitud portfelli vaatesse ning vajuta nuppu \u201cLisa uus\u201c;<\/li>\n\n\n\n<li class=\"translation-block\">Avanenud men\u00fc\u00fcst vali \u201cTehing \/ investeering\u201c<\/li>\n\n\n\n<li> Vajuta lingile \u201csisesta k\u00e4sitsi\u201c <\/li>\n\n\n\n<li>N\u00e4iteks:<br>Instrumendi t\u00fc\u00fcp \u2013 \u00dchisrahastus<br><br>\n\nInvesteeringu nimi \u2013 Portaali nimi<br><br>\n\nInvesteeringu kood \u2013 Muu eristav tunnus v\u00f5i soovi korral ka uuesti Portaali nimi (hiljem muudetav)<br><br>\n\nValuuta \u2013 EUR<br><br>\n<ul class=\"wp-block-list\">\n<li> Instrument type \u2013 Crowdfunding<\/li>\n\n\n\n<li>Investment name \u2013 Name of the crowdfunding platform <\/li>\n\n\n\n<li>Investment code \u2013 Other identifying tag or the platform name again (can be changed later)<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Valuuta:<\/strong>: EUR<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"translation-block\">Vajuta \"Lisa portfelli\";<\/li>\n<\/ul>\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\" id=\"0-toc-title\">\u00dchisrahastuse instrumendile rahakonto loomine<\/h2>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Soovitame lisaks investeeringule lisada portfelli ka eraldi rahakonto, kus kajastada \u00fchisrahastusportaalis seisvat raha. See aitab paremini j\u00e4lgida, mis osa rahast on investeeritud ja mis osa seisab kontol.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Lisa loodud rahakontole ka algsaldo, mis kajastaks vaba raha seisu antud \u00fchisrahastusportaali kontol enda valitud kuup\u00e4eva seisuga.<\/p>\n\n\n\n<p class=\"has-vivid-green-cyan-background-color has-background wp-block-paragraph translation-block\">Rahakonto loomisel abistab sind j\u00e4rgmine juhend: Panga- ja maaklerkontode seadistamine<\/p>\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\" id=\"0-toc-title\">Instrumendile v\u00e4\u00e4rtuste lisamine<\/h2>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Peale seda, kui oled \u00fchisrahastusportaali portfelli lisanud viiakse sind investeeringu lehele. Seal saad sisestada instrumendi algsaldo ning rahavood.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-06-at-18.38.08.png\" alt=\"\" class=\"wp-image-4360\" 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<h3 class=\"wp-block-heading\" id=\"2-toc-title\">Laenu v\u00e4ljastamine v\u00f5i algsaldo sisestamine<\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Esimeseks tehing v\u00f5ib olla <strong>\"laenu v\u00e4ljastamine\"<\/strong> ehk<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Tehing, kus oled portaali kaudu laenu v\u00e4lja andnud.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">v\u00f5i <strong>\"Laenu v\u00e4ljastamine\"<\/strong>, mis kujutab ette tehingut, kus oled portaali kaudu laenu v\u00e4lja andnud.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Vajuta \u201cLisa uus tehing\u201d.<\/li>\n\n\n\n<li>Avanenud lehel t\u00e4ida j\u00e4rgmised v\u00e4ljad<\/li>\n\n\n\n<li class=\"translation-block\">Vali soovitud <strong>kuup\u00e4ev<\/strong> \u2013 kas\u00a0ostutehingu kuup\u00e4ev\u00a0v\u00f5i\u00a0algsaldo kuup\u00e4ev;<\/li>\n\n\n\n<li class=\"translation-block\">Vali <strong>tehingu t\u00fc\u00fcp<\/strong> \u2013 vastavalt\u00a0laenu v\u00e4ljastamine\u00a0v\u00f5i\u00a0algsaldo;<\/li>\n\n\n\n<li class=\"translation-block\">Vali <strong>Konto<\/strong> \u2013 Vali rahakonto, mille l\u00f5id \u00fcheskoos \u00fchisrahastuse instrumendiga;<\/li>\n\n\n\n<li><strong>Sisesta Summa<\/strong>.<\/li>\n\n\n\n<li><strong>Tehingutasu<\/strong>.<\/li>\n\n\n\n<li><strong>Kommentaar v\u00f5i kirjeldus<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">Vajuta nuppu \u201cSalvesta\u201c<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-toc-title\">Muud tehingud - laenu tagasimakse ja mahakandmine<\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">\u00dchisrahastuse puhul esineb tihti ka muid tehinguid nagu laenude tagasimaksmiseid ning mahakandmised. Neid saab saranselt laenu v\u00e4ljastamisele ja algsaldo seadmisele sisestada moodulis \"Tehingud\".<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-toc-title\">Rahavoo sisestamine<\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kui tegemist on \u00fchisrahastusega, siis t\u00f5en\u00e4oliselt teenib portfell ka igakuist sissetulekut. Teenitud tulu saad sisestada moodulis\u00a0Rahavoog.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">In the <strong>Cash Flow module<\/strong>, click <strong>\u201cAdd New Income\u201d<\/strong>.<\/li>\n\n\n\n<li>Avanenud lehel t\u00e4ida j\u00e4rgmised v\u00e4ljad<\/li>\n\n\n\n<li class=\"translation-block\">Vali soovitud <strong>kuup\u00e4ev<\/strong>;<\/li>\n\n\n\n<li class=\"translation-block\">Vali <strong>tehingu t\u00fc\u00fcp<\/strong>;<\/li>\n\n\n\n<li class=\"translation-block\">Vali <strong>Konto<\/strong> \u2013 Vali rahakonto, mille l\u00f5id \u00fcheskoos \u00fchisrahastuse instrumendiga;<\/li>\n\n\n\n<li><strong>Brutov\u00e4ljamakse<\/strong>.<\/li>\n\n\n\n<li><strong>Kinnipeetud maksud<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">Netov\u00e4ljamakse \u2013 arvutatakse automaatselt<\/li>\n\n\n\n<li class=\"translation-block\">Lisa tasud \u2013 soovi korral saad lisada ka muid tehinguga seotud tasusid;<\/li>\n\n\n\n<li class=\"translation-block\">Vajuta nuppu \u201cSalvesta\u201c<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-toc-title\">Muud v\u00f5imalused<\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Lisaks eelnevale on v\u00f5imalik teha instrumendiga muid erinevaid toimetusi. Tutvustame neid j\u00e4rgnevalt:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Seaded<\/h4>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Sellel lehel saad kohendada investeeringuga seotud infot, n\u00e4iteks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">\u00dchendamise tunnus \u2013 Kui soovid mitut investeeringut samasse ettev\u00f5ttesse portfelli vaates kokku grupeerida<\/li>\n\n\n\n<li><strong>Varaklass<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">Kohandatud grupid \u2013 Portfellow lubab sul luua oma kategoriseeringu, vastavalt oma soovidele;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Rahavoog<\/h4>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Selle moodu abil saad soovi korral sisestada info rahavoogude kohta. Portfellow arvutab selle p\u00f5hjal portfelli tulevike rahavooge. \u00dchisrahastuse puhul on intressi ja p\u00f5hiosa tagasimaksed \u00fcsna k\u00f5ikuvad, seega sisestatud andmedi ei pruugi olla k\u00f5ige t\u00e4psemad.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">M\u00e4rkmed<\/h4>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">V\u00f5imalus lisada instrumendi kohta erinevaid m\u00e4rkmeid<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>Manually Adding an Investment to the Portfolio Since crowdfunding investments are usually not publicly traded, they need to be entered manually. Creating a Cash Account for Crowdfunding Investments We recommend adding a separate cash account to the portfolio to track the cash balance in the crowdfunding platform.This helps you monitor how much money is invested [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2469,"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":[21],"doc_tag":[],"class_list":["post-2463","docs","type-docs","status-publish","has-post-thumbnail","hentry","doc_category-managing-investments"],"aioseo_notices":[],"year_month":"2026-06","word_count":499,"total_views":"8073","reactions":{"happy":"1","normal":"0","sad":"0"},"author_info":{"name":"Portfellow","author_nicename":"admin","author_url":"https:\/\/www2.portfellow.com\/et\/author\/admin\/"},"doc_category_info":[{"term_name":"Managing investments","term_url":"https:\/\/www2.portfellow.com\/et\/help-category\/managing-investments\/"}],"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\/2463","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=2463"}],"version-history":[{"count":7,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2463\/revisions"}],"predecessor-version":[{"id":4361,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2463\/revisions\/4361"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media\/2469"}],"wp:attachment":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media?parent=2463"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/doc_category?post=2463"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/doc_tag?post=2463"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}