{"id":1982,"date":"2024-05-13T13:56:33","date_gmt":"2024-05-13T13:56:33","guid":{"rendered":"https:\/\/live-portfellow-com.vserver.zonevs.eu\/?p=1982"},"modified":"2024-05-30T20:08:34","modified_gmt":"2024-05-30T20:08:34","slug":"kuidas-alustada-portfellow-rakenduse-kasutamisega","status":"publish","type":"post","link":"https:\/\/www2.portfellow.com\/et\/kuidas-alustada-portfellow-rakenduse-kasutamisega\/","title":{"rendered":"Kuidas alustada Portfellow kasutamisega?"},"content":{"rendered":"
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Kuidas alustada Portfellow kasutamisega?<\/span><\/h1>\n
\u00a0<\/span><\/div>\n

1. Portfelli loomine<\/h3>\n
\u00a0<\/div>\n

Kui oled Portfellow konto avanud, siis esimeseks sammuks on portfelli loomine. Selleks vajuta nupul “Loo uus portfell<\/b>“.\u00a0<\/p>\n

Seej\u00e4rel avaneb aken, kus saad sisestada loodava portfelli nime<\/b>, valuuta<\/b>, kuuluvuse<\/b> ning valida tootluse annualiseerimise meetodi.<\/b><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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\n\n\t\t\t\t\t\tSoovitus<\/span>\n\t\t\t\n\t\t\t\t\t\tJuhul kui investeerid nii eraisiku kui juriidilise isiku alt, siis soovitame luua nende j\u00e4lgimiseks eraldi portfellid<\/b>. Hiljem saab luua portfellide \u00fclese konsolideeritud vaate, mis koondab kokku valitud portfellide andmed (n\u00e4iteks konsolideeritud vaade eraisiku ja varahaldusettev\u00f5tte investeeringutest).<\/i><\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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N\u00e4ide:\u00a0<\/b><\/p>\n

>\u00a0<\/b>Portfelli nimi: Marco Polo
> Valuuta: EUR
> Kuuluvus: Eraisik
> Tootluse annualiseerimise meetod: Liitkasvum\u00e4\u00e4r (CAGR)
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v\u00f5i<\/b><\/span><\/p>\n

>\u00a0<\/span>Portfelli nimi: Marco Holding Company O\u00dc
> Valuuta: EUR
> Kuuluvus: Ettev\u00f5te
> Tootluse annualiseerimise meetod: Liitkasvum\u00e4\u00e4r (CAGR)<\/p>\n<\/div>\n<\/section>\n<\/div>\n

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2. Algsaldode sisestamine<\/span>
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Kui portfell on loodud, siis j\u00e4rgmisena suunatakse sind selle portfelli algsaldode sisestamise lehele<\/b>.<\/p>\n

Kiireim ja lihtsiam viis Portfellow kasutamiseks on m\u00e4\u00e4rata kuup\u00e4ev<\/b>, alates millest hakkad oma portfelli j\u00e4lgima. See v\u00f5ib olla nii t\u00e4nane kuup\u00e4ev<\/b> kui ka kuup\u00e4ev minevikust<\/b> (v\u00f5iks j\u00e4\u00e4da viimase 90 p\u00e4eva sisse).<\/p>\n<\/div>\n<\/section>\n<\/div>\n

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\n\n\t\t\t\t\t\tSoovitus<\/span>\n\t\t\t\n\t\t\t\t\t\tSoovitame alguskuup\u00e4evaks valida kuup\u00e4ev, millest ei ole m\u00f6\u00f6das rohkem kui 90 p\u00e4eva.<\/b> Miks? Portfellow liidestub pankadega ning need liidestused t\u00f5mbavad tehinguid kuni 90 p\u00e4eva.<\/i>
\n<\/i>Teiseks soovitame valida kuup\u00e4evaks n\u00e4iteks m\u00f6\u00f6dunud kvartali viimase p\u00e4eva<\/b>. N\u00e4iteks kui hetkel on 1. juuni, siis soovitame valida alguskuup\u00e4evaks 31. m\u00e4rts. Kui hetkel on 1. november, siis soovitame valida alguskuup\u00e4evaks 30. september. Miks? Andmete sisestamine eelmise kvartali viimase p\u00e4eva seisuga aitab sul uue kvartali vaated puhtamad hoida.<\/i><\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Miks me ei soovita sisestamist alustada p\u00e4ris aastatetagusest aja<\/b>st?<\/b><\/span><\/p>\n

Nii on lihtsam alsutada. Saad kohe portfelli hetkeseisust pildi ette. Kui sa soovid, saad hiljem igal ajal sisestada ka varasemad tehingud, et n\u00e4ha pikemat ajalugu.<\/span><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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2.1 Algsaldode sisestamine – Investeeringud<\/span><\/h5>\n

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Esimeseks saad sisestada enda investeeringud<\/b>. Siin saad sisestada k\u00f5ik portfelli kuuluvad instrumendid<\/b>. <\/p>\n

Avalikult kaubeldavate instrumentide puhul vajuta nupule ‘Otsi’ ja vali sobiv instrument. Seej\u00e4rel t\u00e4ida \u00fclej\u00e4\u00e4nud vajalikud v\u00e4ljad. <\/span><\/p>\n

Juhul kui tegu on b\u00f6rsil mitte noteeritud investeeringuga, siis saad investeeringu sisestada otsingu vaates k\u00e4sitsi.<\/span><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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2.2 Algsaldode sisestamine – Raha \/ Kontod<\/span><\/h5>\n

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Teiseks saad sisestada portfelli kuuluvad maakler- ja pangakontod.<\/p>\n

> Lisa k\u00f5ik antud portfelli (kas eraisikule v\u00f5i juriidilisele isikule) kuuluvad pangakontod<\/b>.<\/p>\n

> Lisa k\u00f5ik maaklerid<\/b>, kus omad kontosid (N\u00e4iteks Interactive Brokers, Lightyear, Kraken jne)<\/p>\n

> Kui investeerid l\u00e4bi \u00fchisrahastuse, siis lisa siia ka \u00fchisrahastusportaali konto<\/b> (portaalis seisva raha jaoks)<\/p>

Juhul kui kontol on mitu valuutat, siis saad sisestada mitu valuutat.<\/span><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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3. Vaata \u00fcle enda portfell<\/span> <\/h3>\n

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Kui oled Investeeringute ja kontode algsaldod sisestanud ning salvestanud, siis suunatakse sind lehele “Portfell<\/b>“<\/p>\n

Seal n\u00e4ed enda portfelli \u00fclevaadet, kus on kuvatud nii sisestatud investeeringud kui ka rahakontod.<\/p>\n

\u00dclevalt paremalt leiad nupu “Lisa uus<\/b>“, mille abil saad portfelli sisestada nii uusi investeeringuid kui ka kontosid. Samuti v\u00f5id k\u00fclastada igat instrumenti ning uuendada andmeid detailses vaates. <\/p>\n<\/div>\n<\/section>\n<\/div>\n

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4. <\/span>Pangakontode ja maaklerite liidestamine (tasuline pakett)<\/h3>\n

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Lehel “Kontod<\/b>” leiad k\u00f5ik enda sisestatud panga- ja maaklerkontod. Tasulise paketiga on v\u00f5imalik seada \u00fcles automaatne integratsioon vastaspoolega, et saada tehinguandmeid automaatselt. <\/p>\n

Klikkides nupule <\/span>“Lisa liidestus<\/b>” avanevad juhised, kuidas konkreetset kontot liidestada. <\/span><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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5. Oled edukalt portfelli sisestanud, mis edasi?<\/span><\/h3>\n

\u00a0<\/p>\n

N\u00fc\u00fcd kui \u00fcks portfell on sisestatud v\u00f5id alustada j\u00e4rgmise portfelli sisestamist<\/b> (n\u00e4iteks juriidilise isiku oma).<\/p>\n

Samuti on v\u00f5imalik soovi korral hakata sisestama investeeringutele varasemat ajalugu.\u00a0<\/p>\n

\u00a0<\/p>\n

Head portfelli j\u00e4lgimist ja teadlikke investeerimisotsuseid!<\/b><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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

Kuidas alustada Portfellow kasutamisega? \u00a0 1. Portfelli loomine \u00a0 Kui oled Portfellow konto avanud, siis esimeseks sammuks on portfelli loomine. Selleks vajuta nupul “Loo uus portfell“.\u00a0 Seej\u00e4rel avaneb aken, kus saad sisestada loodava portfelli nime, valuuta, kuuluvuse ning valida tootluse annualiseerimise meetodi. Soovitus Juhul kui investeerid nii eraisiku kui juriidilise isiku alt, siis soovitame luua […]<\/p>\n","protected":false},"author":1,"featured_media":2299,"comment_status":"closed","ping_status":"open","sticky":false,"template":"elementor_header_footer","format":"standard","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,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[19],"tags":[],"class_list":["post-1982","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kontod"],"aioseo_notices":[],"featured_image_src":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Portfellow-blog.png","author_info":{"display_name":"Portfellow","author_link":"https:\/\/www2.portfellow.com\/et\/author\/admin\/"},"featured_image_src_square":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Portfellow-blog.png","jetpack_featured_media_url":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Portfellow-blog.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts\/1982","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/types\/post"}],"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=1982"}],"version-history":[{"count":0,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts\/1982\/revisions"}],"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=1982"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/categories?post=1982"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/tags?post=1982"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}