{"id":195543,"date":"2024-06-27T17:17:21","date_gmt":"2024-06-27T17:17:21","guid":{"rendered":"https:\/\/ibkrcampus.eu\/?post_type=trading-lessons&p=195543"},"modified":"2025-03-17T17:31:30","modified_gmt":"2025-03-17T17:31:30","slug":"szamlakezeles-az-ibkr-nel","status":"publish","type":"trading-lessons","link":"https:\/\/www.interactivebrokers.eu\/campus\/trading-lessons\/szamlakezeles-az-ibkr-nel\/","title":{"rendered":"Sz\u00e1mlakezel\u00e9s az IBKR-n\u00e9l"},"content":{"rendered":"\n

Miut\u00e1n megnyitotta \u00e9s felt\u00f6lt\u00f6tte a sz\u00e1ml\u00e1j\u00e1t, felmer\u00fclhet \u00d6nben n\u00e9h\u00e1ny k\u00e9rd\u00e9s azzal kapcsolatban, hogy hol \u00e9s hogyan k\u00e9rheti le a tev\u00e9kenys\u00e9gkimutat\u00e1sokat vagy a keresked\u00e9si igazol\u00e1sokat. Az is \u00e9rdekelheti, hogyan k\u00e9sz\u00edthet olyan jelent\u00e9st, amely megmutatja a sz\u00e1ml\u00e1j\u00e1ra vonatkoz\u00f3 alapvet\u0151 statisztik\u00e1kat, p\u00e9ld\u00e1ul a nett\u00f3 eszk\u00f6z\u00e9rt\u00e9ket vagy az eszk\u00f6zoszt\u00e1lyok szerinti megoszl\u00e1st. Tal\u00e1n az is felmer\u00fclhet k\u00e9rd\u00e9sk\u00e9nt, hogy hogyan min\u0151s\u00edtheti fel vagy alak\u00edthatja \u00e1t a sz\u00e1ml\u00e1j\u00e1t, illletve hogyan utalhat \u00e1t p\u00e9nzeszk\u00f6z\u00f6ket egy m\u00e1sik br\u00f3kert\u0151l. Ebben a leck\u00e9ben azokkal a kritikus eszk\u00f6z\u00f6kkel \u00e9s er\u0151forr\u00e1sokkal foglalkozunk, amelyek seg\u00edts\u00e9g\u00e9vel v\u00e1laszt kaphat ezekre a k\u00e9rd\u00e9sekre \u00e9s m\u00e9g sok m\u00e1sra is.<\/p>\n\n\n\n

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

Port\u00e1l bejelentkez\u00e9s \u00e9s kezd\u0151lap<\/strong><\/p>\n\n\n\n

L\u00e1togassunk el az <\/a>\u00dcgyf\u00e9lport\u00e1l kezd\u0151lapj\u00e1ra<\/a>, amelyhez egyszer\u0171en be kell jelentkeznie a weboldalunkr\u00f3l.<\/p>\n\n\n\n

Felh\u00edvjuk a figyelm\u00e9t, hogy m\u00e1r a kezd\u0151lapon l\u00e1thatja a nett\u00f3 likvidit\u00e1s\u00e1t, valamint a portf\u00f3li\u00f3ja \u00e9rt\u00e9k\u00e9t \u00e9s teljes\u00edtm\u00e9ny\u00e9t.  Emellett be- \u00e9s kifizet\u00e9seket is teljes\u00edthet, tov\u00e1bb\u00e1 az ir\u00e1ny\u00edt\u00f3pulton megtal\u00e1lja az \u00d6n \u00e1ltal telep\u00edtett widgeteket, pl. piaci h\u00edrek, figyel\u0151lista elemek, k\u00f6zelg\u0151 gazdas\u00e1gi esem\u00e9nyek stb. A “Tov\u00e1bbiak” gombra kattintva pedig r\u00e9szletesebb k\u00e9pet kaphat egyenleg\u00e9r\u0151l is.<\/p>\n\n\n\n

Kimutat\u00e1sok<\/strong><\/strong><\/p>\n\n\n\n

Sz\u00e1mos m\u00e1s funkci\u00f3 mellett napi \u00e9s havi <\/a>tev\u00e9kenys\u00e9gkimutat\u00e1sokat<\/a> is l\u00e9trehozhat ezen a platformon, amelyeket automatikus k\u00e9zbes\u00edt\u00e9sre is be\u00e1ll\u00edthat, ak\u00e1r emailben is.<\/p>\n\n\n\n

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

PortfolioAnalyst<\/strong><\/strong><\/p>\n\n\n\n

Ha az \u00dcgyf\u00e9lport\u00e1l<\/a> Teljes\u00edtm\u00e9ny \u00e9s jelent\u00e9sek men\u00fcj\u00e9ben a PortfolioAnalyst-re kattint, eljut a p\u00e9nz\u00fcgyi teljes\u00edtm\u00e9nye eg\u00e9sz\u00e9nek a konszolid\u00e1l\u00e1s\u00e1ra, nyomon k\u00f6vet\u00e9s\u00e9re \u00e9s elemz\u00e9s\u00e9re hivatott \u00e1tfog\u00f3 elemz\u0151eszk\u00f6z\u00fcnkh\u00f6z, ami teljes k\u00f6r\u0171 k\u00e9pet ad p\u00e9ld\u00e1ul a referencia- \u00e9s kock\u00e1zati \u00e9rt\u00e9kekr\u0151l, \u00e9s m\u00e1s fontos m\u00e9r\u0151sz\u00e1mokr\u00f3l.<\/p>\n\n\n\n

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

A PortfolioAnalyst seg\u00edts\u00e9g\u00e9vel olyan jelent\u00e9seket k\u00e9sz\u00edthet, amelyek \u00e9rt\u00e9kelik a portf\u00f3li\u00f3 teljes\u00edtm\u00e9ny\u00e9t, azt \u00f6sszehasonl\u00edtj\u00e1k a kiv\u00e1lasztott ipar\u00e1gi referencia\u00e9rt\u00e9kekkel, valamint a jelent\u00e9st\u00e9teli lehet\u0151s\u00e9gek sz\u00e9les sk\u00e1l\u00e1j\u00e1b\u00f3l v\u00e1laszthat, ide\u00e9rtve a nett\u00f3 eszk\u00f6z\u00e9rt\u00e9k vagy az eszk\u00f6zoszt\u00e1ly-allok\u00e1ci\u00f3k id\u0151beli v\u00e1ltoz\u00e1s\u00e1t szeml\u00e9ltet\u0151 legfontosabb statisztik\u00e1kat, valamint sz\u00e1mtalan egy\u00e9b szem\u00e9lyre szabhat\u00f3 kateg\u00f3ri\u00e1t, p\u00e9ld\u00e1ul koncentr\u00e1ci\u00f3 vagy ESG min\u0151s\u00edt\u00e9sek. <\/p>\n\n\n\n

Emellett a weboldalunkr\u00f3l is egyszer\u0171en el\u00e9rheti a <\/a>PortfolioAnalyst<\/a>-et, ha r\u00e1kattint a Szolg\u00e1ltat\u00e1sok men\u00fcben.<\/p>\n\n\n\n

Tudjon meg t\u00f6bbet<\/strong><\/strong><\/p>\n\n\n\n

Tov\u00e1bbi inform\u00e1ci\u00f3k\u00e9rt v\u00e9gezze el a <\/a>PortfolioAnalyst \u00e9s a Befektet\u00e9si jelent\u00e9sek<\/a> tanfolyamot a <\/a>Traders\u2019 Academy<\/a>-ben; illetve a lehets\u00e9ges jelent\u00e9smint\u00e1k, valamint a sz\u00e1mlakezel\u00e9s sor\u00e1n hasznos m\u00e1s funkci\u00f3k sz\u00e9les t\u00e1rh\u00e1z\u00e1nak megtekint\u00e9s\u00e9hez l\u00e1togasson el az <\/a>IBKR \u00datmutat\u00f3k<\/a> oldalra.<\/p>\n\n\n\n

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

Az IBKR \u00datmutat\u00f3k Sz\u00e1mlakezel\u00e9s pontj\u00e1ban<\/a> sz\u00e1mos m\u00e1s t\u00e9m\u00e1ra is r\u00e1kereshet, p\u00e9ld\u00e1ul megtudhatja, hogy fel lehet-e min\u0151s\u00edteni az egy\u00e9ni sz\u00e1ml\u00e1j\u00e1t tan\u00e1csad\u00f3i sz\u00e1ml\u00e1v\u00e1, vagy hogyan ig\u00e9nyelheti egy sz\u00e1mla transzfer\u00e9t egy m\u00e1sik br\u00f3kert\u0151l az ACATS (Automatiz\u00e1lt \u00fcgyf\u00e9lsz\u00e1mla-transzfer szolg\u00e1ltat\u00e1s) rendszeren kereszt\u00fcl<\/a>.<\/p>\n\n\n\n

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

Most, hogy m\u00e1r sz\u00e1mos olyan t\u00e9m\u00e1t bemutattunk, amelyekkel gyorsan beind\u00edthatja a keresked\u00e9si tev\u00e9kenys\u00e9g\u00e9t az Interactive Brokers-n\u00e9l, illetve amelyek megk\u00f6nny\u00edtik a sz\u00e1mlakezel\u00e9st, a k\u00f6vetkez\u0151kben az IBKR Campus<\/a>-t fedezz\u00fck fel egy\u00fctt, amely oktat\u00e1si t\u00e9m\u00e1k sz\u00e9les sk\u00e1l\u00e1j\u00e1t k\u00edn\u00e1lja, p\u00e9ld\u00e1ul az Interactive Brokers platformjainak \u00e9s keresked\u00e9si eszk\u00f6zeinek a haszn\u00e1lat\u00e1val kapcsolatban, \u00e9s mindezt \u00f6tv\u00f6zi a naponta v\u00e1ltoz\u00f3 glob\u00e1lis p\u00e9nz\u00fcgyi piacok m\u00e9lyebb megismer\u00e9s\u00e9vel.<\/p>\n","protected":false},"excerpt":{"rendered":"

Miut\u00e1n megnyitotta \u00e9s felt\u00f6lt\u00f6tte a sz\u00e1ml\u00e1j\u00e1t, felmer\u00fclhet \u00d6nben n\u00e9h\u00e1ny k\u00e9rd\u00e9s azzal kapcsolatban, hogy hol \u00e9s hogyan k\u00e9rheti le a tev\u00e9kenys\u00e9gkimutat\u00e1sokat vagy a keresked\u00e9si igazol\u00e1sokat. Az is \u00e9rdekelheti, hogyan k\u00e9sz\u00edthet olyan jelent\u00e9st, amely megmutatja a sz\u00e1ml\u00e1j\u00e1ra vonatkoz\u00f3 alapvet\u0151 statisztik\u00e1kat, p\u00e9ld\u00e1ul a nett\u00f3 eszk\u00f6z\u00e9rt\u00e9ket vagy az eszk\u00f6zoszt\u00e1lyok szerinti megoszl\u00e1st. Tal\u00e1n az is felmer\u00fclhet k\u00e9rd\u00e9sk\u00e9nt, hogy hogyan min\u0151s\u00edtheti fel vagy alak\u00edthatja \u00e1t a sz\u00e1ml\u00e1j\u00e1t, illetve hogyan utalhat \u00e1t p\u00e9nzeszk\u00f6z\u00f6ket egy m\u00e1sik br\u00f3kert\u0151l. Ebben a leck\u00e9ben azokkal a kritikus eszk\u00f6z\u00f6kkel \u00e9s er\u0151forr\u00e1sokkal foglalkozunk, amelyek seg\u00edts\u00e9g\u00e9vel v\u00e1laszt kaphat ezekre a k\u00e9rd\u00e9sekre \u00e9s m\u00e9g sok m\u00e1sra is.<\/p>\n","protected":false},"author":899,"featured_media":195544,"parent":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":true,"footnotes":""},"contributors-categories":[149],"traders-academy":[2838,2636],"class_list":["post-195543","trading-lessons","type-trading-lessons","status-publish","has-post-thumbnail","contributors-categories-interactive-brokers","traders-academy-hu","traders-academy-language"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"\nArchives | Traders' Academy | IBKR Campus<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/trading-lessons\/195543\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sz\u00e1mlakezel\u00e9s az IBKR-n\u00e9l\" \/>\n<meta property=\"og:description\" content=\"Miut\u00e1n megnyitotta \u00e9s felt\u00f6lt\u00f6tte a sz\u00e1ml\u00e1j\u00e1t, felmer\u00fclhet \u00d6nben n\u00e9h\u00e1ny k\u00e9rd\u00e9s azzal kapcsolatban, hogy hol \u00e9s hogyan k\u00e9rheti le a tev\u00e9kenys\u00e9gkimutat\u00e1sokat vagy a keresked\u00e9si igazol\u00e1sokat. 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