Milliseid investeeringuid saab Portfellowsse lisada?
Portfellowsse saab lisada kõiki investeeringuid. Suurem osa avalikult kaubeldavatest aktsiatest, fondidest, krüptorahadest ning Balti võlakirjadest on Portfellows otsingu kaudu leitavad. Juhul kui sa otsingu kaudu investeeringut ei leia või tegu ei ole avaliku investeeringuga, saad uue inveteeringu luua manuaalselt ning ise selle hinainfot uuendada.
Lisaks eelnevale on Portfellows leitavad ka Eesti Pensionifondid ning enamik Funderbeami investeeringutest.
Mida teha kui ma ei leia investeeringut?
If it’s a listed stock, fund, cryptocurrency, or Baltic bond, try searching by its name, symbol, or ISIN code. If you still can’t find it, you can add the investment manually. If you believe the investment should be available, feel free to email us at [email protected].
New stocks and bonds usually become searchable after their first trading day.
Millal ja kui tihti uuendatakse investeeringute hindu
Prices of publicly traded investments are updated once daily, after midnight, using the asset’s closing price. For investments created manually by the user, prices must be updated manually. If a user adds a price with today’s date, Portfellow will apply it starting the next day.
Kuidas ma saan importida ise tehtud CSV faili?
Kui sa soovid ise oma CSV faili koostada, siis kasuta põhjaks Portfellow Google Sheets näidis faili. Pane tähele, et dividendide, intresside, valuutavahetuse puhul tuleb “Quantity” väljale lisada neto summa. Näiteks kui sulle laekus dividendi 100 € ja maksudena võeti kontolt maha 30 €, siis märgi “Quantity” tulbas 70 € ja “Tax” tulbas 30€.
Soovin arvet ettevõtte nimele
If you already have an active subscription, go to the “Packages & Billing” page and click the link “Manage your subscription in Stripe.” On the page that opens, click “Update Information.” There you can enter your company name and contact details. If you’re VAT-registered, you can also add your VAT number. After updating the information, click “Save,” and your next invoice will include your company details.
Stripe-s saad lisada ka uue maksemeetodi, näiteks pangakaardi mis kuulub ettevõttele ning saad määrata selle vaikimisi makseviisiks.
If you’ve already received an invoice and paid as a private individual, ask your accountant how to record the expense for your company—there are several ways to handle this.
