Portfolio tracker
50+
Okudawunilodiwe
Wonke umuntu
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Mayelana nalolu hlelo lokusebenza
I-portfolio tracker iyithuluzi elihle lokulandelela iphothifoliyo yakho yokutshala imali. Ngalolu hlelo lokusebenza, ungazakhela eyakho iphothifoliyo ehlanganisa amasheya nama-ETF owathandayo. Ngaleyo ndlela uba nethuba lokuqapha ukuthuthukiswa kokutshalwa kwezimali kwakho futhi uthole ulwazi olunembile ngenzuzo nokulahlekelwa okuvela ekuguqulweni kwemali.
Esinye isici esibalulekile ukulandelela izabelo. Uhlelo lokusebenza likuvumela ukuthi ubuke zonke izinzuzo ezizayo ekhalendeni lakho lesabelomali. Ngenxa yalokhu, ungakwazi ukuhlela kangcono ukuhamba kwakho kwezezimali futhi usebenzise imbuyiselo engaba khona evela etshalweni ngendlela ephumelela kakhudlwana.
Ukuze usigcine sinolwazi, isilandeleli sephothifoliyo siphinde sisinikeze ikhono lokulandelela izihloko zesitoko futhi siqhathanise ukusebenza kwazo nezinkomba ezinkulu ezifana ne-S&P500. Lokhu kusiza abatshalizimali ukuthi bahlole ukusebenza kwezimali abazitshalile ngokuqhathaniswa nemakethe iyonke.
Ngenxa yekhalenda lemicimbi, ungahlala uphezu kwezinzuzo ezizayo zezinkampani ezikuphothifoliyo yakho. Uhlelo lokusebenza lukunikeza izexwayiso ngemiphumela yemali engenayo, okukuvumela ukuthi usabele ngokushesha ezinguqukweni zemakethe futhi ulungise isu lakho lokutshala imali.
Okubaluleke ngokulinganayo umsebenzi wohlu lokubuka, okuvumela ukuthi waziswe uma inani lesihloko liwela ngaphansi kwezinga elithile. Lokhu kuyasiza kulabo abafuna ukunaka ngokukhethekile ukutshalwa kwezimali okuthile futhi bavumelanise izenzo zabo nezimo zemakethe zamanje.
Imojula yokuhlaziya ingenye inzuzo yalolu hlelo lokusebenza. Ungenza ukuhlaziya okujulile kwezinkampani ezikuphothifoliyo yakho usebenzisa amathuluzi ahlukahlukene njengefomula ye-Graham, izilinganiso eziningi noma imodeli ye-cash flow enesaphulelo (i-DCF). Lokhu kukunikeza umbono ophelele wezici ezibalulekile ezithinta inani lokutshalwa kwezimali kwakho.
Sekukonke, i-portfolio tracker iyithuluzi eliphelele labatshalizimali ukubasiza baqaphe ngempumelelo iphothifoliyo yabo, bahlale bephezu kwemicimbi yemakethe futhi benze izinqumo ezinolwazi mayelana nokutshalwa kwezimali kwabo.
Esinye isici esibalulekile ukulandelela izabelo. Uhlelo lokusebenza likuvumela ukuthi ubuke zonke izinzuzo ezizayo ekhalendeni lakho lesabelomali. Ngenxa yalokhu, ungakwazi ukuhlela kangcono ukuhamba kwakho kwezezimali futhi usebenzise imbuyiselo engaba khona evela etshalweni ngendlela ephumelela kakhudlwana.
Ukuze usigcine sinolwazi, isilandeleli sephothifoliyo siphinde sisinikeze ikhono lokulandelela izihloko zesitoko futhi siqhathanise ukusebenza kwazo nezinkomba ezinkulu ezifana ne-S&P500. Lokhu kusiza abatshalizimali ukuthi bahlole ukusebenza kwezimali abazitshalile ngokuqhathaniswa nemakethe iyonke.
Ngenxa yekhalenda lemicimbi, ungahlala uphezu kwezinzuzo ezizayo zezinkampani ezikuphothifoliyo yakho. Uhlelo lokusebenza lukunikeza izexwayiso ngemiphumela yemali engenayo, okukuvumela ukuthi usabele ngokushesha ezinguqukweni zemakethe futhi ulungise isu lakho lokutshala imali.
Okubaluleke ngokulinganayo umsebenzi wohlu lokubuka, okuvumela ukuthi waziswe uma inani lesihloko liwela ngaphansi kwezinga elithile. Lokhu kuyasiza kulabo abafuna ukunaka ngokukhethekile ukutshalwa kwezimali okuthile futhi bavumelanise izenzo zabo nezimo zemakethe zamanje.
Imojula yokuhlaziya ingenye inzuzo yalolu hlelo lokusebenza. Ungenza ukuhlaziya okujulile kwezinkampani ezikuphothifoliyo yakho usebenzisa amathuluzi ahlukahlukene njengefomula ye-Graham, izilinganiso eziningi noma imodeli ye-cash flow enesaphulelo (i-DCF). Lokhu kukunikeza umbono ophelele wezici ezibalulekile ezithinta inani lokutshalwa kwezimali kwakho.
Sekukonke, i-portfolio tracker iyithuluzi eliphelele labatshalizimali ukubasiza baqaphe ngempumelelo iphothifoliyo yabo, bahlale bephezu kwemicimbi yemakethe futhi benze izinqumo ezinolwazi mayelana nokutshalwa kwezimali kwabo.
Kubuyekezwe ngo-
Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
Ayikho idatha eyabiwe nezinkampani zangaphandle
Funda kabanzi mayelana nendlela onjiniyela abaveza ngayo ukwabelana
Le app ingaqoqa lezi zinhlobo zedatha
Ulwazi lomuntu siqu, Ulwazi lwezezimali nabanye abangu-2
Idatha ibetheliwe lapho ithunyelwa
Ungacela ukuthi leyo datha isulwe
Yini entsha
Aktualizace 1.0.1
Ukusekelwa kwe-app
phone
Inombolo yefoni
+420605854737
Mayelana nonjiniyela
Vojtěch Prokop
vojtin.prokop@seznam.cz
U Zámečku
Č.P. 459
530 03 Pardubice
Czechia
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