{"id":2873,"date":"2024-08-11T11:49:57","date_gmt":"2024-08-11T11:49:57","guid":{"rendered":"https:\/\/live-portfellow-com.vserver.zonevs.eu\/?post_type=docs&p=2873"},"modified":"2025-02-06T16:53:22","modified_gmt":"2025-02-06T16:53:22","password":"","slug":"portfelli-oiguste-jagamine","status":"publish","type":"docs","link":"https:\/\/www2.portfellow.com\/et\/help\/portfelli-oiguste-jagamine\/","title":{"rendered":"Portfellow portfellile vaataja\u00f5iguse andmine"},"content":{"rendered":"

Portfellow v\u00f5imaldab anda portfelli omanikul \"vaataja\" \u00f5igus \/ ligip\u00e4\u00e4s oma portfellile. See v\u00f5imaldab \u00f5iguse saajal vaadata portfelli sisu ning soovi korral lisada see portfell valitud osakaaluga enda konsolideeritud portfelli. See on eriti mugav lahendus n\u00e4iteks pere- v\u00f5i mitme omanikuga ettev\u00f5tte portfelli kajastamisel.<\/p>\n\n\n\n

<\/div>\n\n\n\n

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

\n

Portfelli \u00f5iguseid saavad anda ainult tasulise paketi kasutajad. \u00d5iguse saaja n\u00e4eb olenemata oma paketist kas k\u00f5iki v\u00f5i kuni 30 investeeringut (alustaja pakett). Kui portfelli omaniku tasuline pakett aegub, siis rakenduvad piirangud ka \u00f5iguse saajal.<\/p>\n<\/div><\/div>\n\n\n\n

<\/div>\n\n\n\n

\u00d5iguse andmine<\/h2>\n\n\n\n

\u00d5iguse andmiseks vali lehe paremal \u00fclemises osas asuvast men\u00fc\u00fcst \"Konto seaded\" ja avanenud lehel vali alam-men\u00fc\u00fcst \"\u00d5igused\".<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u00d5iguste lehel vajuta \"Anna uus ligip\u00e4\u00e4s\".<\/p>\n\n\n\n

Avanenud aknas saad valida sobiva portfelli, sisestada \u00f5iguse saaja e-posti aadressi ning rolli. Vajutades nupule \"Saada kutse\", saadetakse sisestatud e-posti aadressile portfelli ligip\u00e4\u00e4su kutse. Kutse saaja peab seitsme p\u00e4eva jooksul kutse vastu v\u00f5tma v\u00f5i see aegub.<\/p>\n\n\n\n

Sina n\u00e4ed \u00f5iguste lehel, kas kutse on juba vastu v\u00f5etud (aktiveeritud) v\u00f5i mitte. Soovi korral saad ka kutse v\u00f5i juba vastu v\u00f5etud \u00f5iguse kustutada.<\/p>\n\n\n\n

Jagatud portfelli vaatamine<\/strong><\/h2>\n\n\n\n

Kui keegi saadab sulle oma portfelli ligip\u00e4\u00e4su kutse ja sa selle aksepteerid, siis ilmub sulle Portfellow portfellide men\u00fcsse jagatud portfelli nimi.<\/p>\n\n\n\n

Selleks, et eristada enda ja jagatud portfelle, v\u00e4rvub jagatud portfelli vaadates portfellide men\u00fc\u00fc roheliseks.<\/p>\n\n\n\n

Nime taga sulgudes on portfelli omaniku e-posti aadress.<\/p>\n\n\n\n

Portfelli vaatamiseks tuleb sellel vajutada, nagu oma portfelli valides.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Jagatud portfelli lisamine konsolideeritud vaatesse<\/h3>\n\n\n\n

Kui keegi on jaganud sulle portfelli ligip\u00e4\u00e4su, siis on sul soovi korral v\u00f5imalik lisada see konsolideeritud vaatesse valitud osakaaluga. N\u00e4iteks kui sul on pere- v\u00f5i mitme osanikuga ettev\u00f5tte portfell ja sa soovid osa sellest portfellist kuvada enda koondportfelli osana, siis on see v\u00f5imalik.<\/p>\n\n\n\n

Selle jaoks ava v\u00f5i loo uus konsolideeritud vaade. Seej\u00e4rel vali see portfell ning mine portfelli seadete lehele. Seadete lehel keri lehe alumisse osasse, kus saad valida portfelli kuuluvad portfellid ning m\u00e4\u00e4rata iga portfelli osakaalu. Peale muudatuste tegemist vajuta kindlasti \"Uuenda\" nuppu.<\/p>\n\n\n\n

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

Portfellow allows a portfolio owner to grant “viewer” access to their portfolio. This allows the recipient to view the portfolio’s contents and, if desired, add it to their consolidated portfolio with a chosen allocation.This feature is particularly useful for family portfolios or portfolios owned by multiple stakeholders in a company. Granting Access To grant access, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"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":[24],"doc_tag":[],"class_list":["post-2873","docs","type-docs","status-publish","hentry","doc_category-account"],"aioseo_notices":[],"year_month":"2026-06","word_count":417,"total_views":"2007","reactions":{"happy":"67","normal":"59","sad":"59"},"author_info":{"name":"Portfellow","author_nicename":"admin","author_url":"https:\/\/www2.portfellow.com\/et\/author\/admin\/"},"doc_category_info":[{"term_name":"Account","term_url":"https:\/\/www2.portfellow.com\/et\/help-category\/account\/"}],"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\/2873","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=2873"}],"version-history":[{"count":3,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2873\/revisions"}],"predecessor-version":[{"id":4377,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2873\/revisions\/4377"}],"wp:attachment":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media?parent=2873"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/doc_category?post=2873"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/doc_tag?post=2873"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}