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Ukuthenga ngaphakathi nohlelo

Mayelana nalolu hlelo lokusebenza

I-InvestControl ingumphathi wephothifoliyo onamandla ohlanganisa izici eziningi kusixazululo esihlangene nesinobungane esiklanyelwe abatshalizimali abafisa ukulandelela izimpahla zabo noma kuphi.

I-InvestControl idlula kakhulu ababukeli besitoko futhi ikuvumela ukuthi wakhe amaphothifoliyo anezinhlobo ezahlukene zokutshalwa kwezimali, okuhlanganisa amasheya, amabhondi, izimali zakwamanye amazwe kanye nezimali ezihlanganyelwe, ulondoloze amarekhodi ezintengo nokuthengiselana, uxwayiswe ngokushintsha kwamanani, izindaba nemicimbi efanele, ulandelele imigomo. nokunye okuningi.

Futhi ngokuhlukile kuzinhlelo zokusebenza eziningi, akukho ukuhlonza noma idatha yomuntu siqu/yokutshalwa kwezimali EVER Ethunyelwa eziphakelini zethu ukuze uthole ubumfihlo bakho buphelele.

Izici

★ Isekela emhlabeni wonke izitoko, izimali ezihlanganyelwe kanye nama-ETF, amabhondi, izinketho zesitoko, ama-akhawunti ekheshi, ama-indices, uhlobo lwezimali, izikweletu, izindlu nomhlaba kanye nokutshalwa kwezimali okuvamile.

★ Isekela amaphothifoliyo amaningi anezimpahla ezingenamkhawulo.

★ Kuye ngohlobo lwempahla, izintengo zingatholwa ngokuzenzakalelayo kumhlinzeki wezilinganiso, zifakwe ngesandla noma zikhishwe emakhasini ewebhu.

★ Okwenziwayo njengokuthenga, ukuthengisa, ukudluliswa kwemali, izabelo kanye nezintela/izimali ezikhokhwayo zingafakwa mathupha noma zingeniswe zisuka kumafayela e-CSV. Imisebenzi eyenzeka kaningi njengamadiphozithi avamile nezinkokhelo zingahlelwa.

★ Izifinyezo zempahla zihlanganisa inani eliphelele lokuthenga/ukuthengisa/izabelo/izinkokhelo, inani lamanje, inzuzo etholakele/ukulahlekelwa, imbuyiselo yonyaka, isilinganiso/intengo yekhefu, isivuno samanje/isivuno kuze kube sekuvuthweni (amabhondi), ukuthengiswa kwakamuva kanye nezindaba, imicimbi ezayo njll.

★ Okufingqiwe okuningiliziwe kwephothifoliyo enamashadi angu-15 kwethulwa kuphothifoliyo ngayinye, okuhlanganisa inani lemakethe, izinzuzo nezindleko eziphelele, uhlobo/ubungozi/ukwabiwa kwesikhungo, i-liquidity, imbuyiselo yonyaka, idiphozithi yanyanga zonke, izabelo ezitholiwe kanye nenani elilinganiselwe . Ukubuka okufingqiwe kubonisa ulwazi oluhlanganisiwe oluvela kuwo wonke amaphothifoliyo.

★ Ukulandelela umgomo: setha amanani okuhlosiwe nezinsuku zephothifoliyo ngayinye futhi ulandelele inani elisele nesikhathi uze ufinyelele kuzo.

★ Izinkambu namathegi ngokwezifiso kungasetshenziswa ukuhlukanisa impahla ngayinye ngokwezidingo zakho siqu futhi ubone ukwabiwa kwephothifoliyo yakho ngokusekelwe kuzo.

★ Isihlanganisi sezindaba esakhelwe ngaphakathi silanda futhi sihlunge kuphela izindaba ezihambisana nephothifoliyo yakho. Iziteshi ezimbalwa ezifana ne-CNN ne-Reuters zinikeziwe, futhi ungakwazi ukwengeza kalula okunye kunoma yikuphi okuphakelayo kwe-RSS.

★ Izaziso zingahle zihlelelwe izinguquko kumanani, inani lemakethe noma inzuzo/ukulahlekelwa, ngempahla ngayinye noma kumaphothifoliyo athile. Ngemuva kokuthi zicushiwe, zingahlehliswa ngokuzenzakalelayo noma zilungiswe ngevelu ethile noma amaphesenti.

★ I-Ajenda Yezezimali ilandelela imicimbi ehambisanayo nezikhumbuzi zempahla ngayinye, njengezinsuku zokuphelelwa yisikhathi/zokukhula, izinsuku ze-IPO, izinsuku zokukhokha njll.

★ Isithombe ithuluzi lokulingisa liphrojekthi inani lesikhathi esizayo lephothifoliyo yakho ngokusekelwe kokuguquguqukayo njengenkathi, isilinganiso sembuyiselo, ukwehla kwamandla emali, amadiphozithi anyanga zonke njll.

★ Ikhaya amawijethi ahlinzekelwe ukubuka konke okusheshayo kwamaphothifoliyo akho, amafa, izindaba nemicimbi ezayo.

★ Izifinyezo zempahla/iphothifoliyo zingathunyelwa njengesithombe, ziphrintwe noma zilondolozwe njenge-PDF

★ Izimpahla nezinto ezenziwayo zingathunyelwa ezinhlelweni zokusebenza ezihambisanayo njenge-Excel, i-Google Amadokhumenti, i-Evernote njll.

★ Ukuvikelwa kwephinikhodi/izigxivizo zeminwe

★ Ukwenza ngokwezifiso okuningana kuyenzeka, okuhlanganisa ukwenzeka ngezikhathi ezithile ukuze uthole izibuyekezo, imali yendawo, ukwehla kwamandla emali/inzalo njll.

★ Idatha igcinwa futhi icutshungulwe endaweni kudivayisi yakho. Azikho izimali ezikhokhwa njalo zeseva ezihilelekile futhi ubumfihlo bakho buqinisekisiwe.

Uma ifakiwe i-InvestControl isebenza ngemodi yesilingo izinsuku ezingu-20, ikuvumela ukuthi uyihlole ngokugcwele. Ngemva kwalesi sikhathi ezinye izici ziyakhutshazwa futhi zingavulwa ngokuthenga ngaphakathi nohlelo.

Sicela usebenzise i-imeyili yokuxhumana ngemibiko yesiphazamisi, imibuzo noma iziphakamiso, ukuze sikwazi ukuphendula njengoba kudingeka. Uma uthanda i-InvestControl, sicela ushiye isilinganiso sakho lapha. Ngiyabonga!

Yini entsha

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