Xogta Wayn^{(Big Data)} (labadaba habaysan iyo kuwa aan qaabaysanba) ayaa carqaladeeyay hababka ay maamulayaasha faylalka ay hadda ku cabbiraan khataraha ku lug leh faylalka maalgashiga. Qaar badan oo kuwaas ka mid ah waxay isticmaalaan falanqaynta saadaalinta si ay u saadaaliyaan natiijada. Taasi waxay tidhi, barnaamijyo kombuyuutar oo sii kordhaya oo ka yimid noocyada hormuudka ah waxay sameeyeen doorasho xoogaa adag. Maareeyaha Portfolio Investment Zoom^{(Zoom Investment Portfolio Manager)} ayaa fududeeyay hawshan.

Soo-dhoweynta Portfolio Investment

Maareeyaha faylalka maalgashiga ku habboon waa inuu si wax ku ool ah u hirgeliyaa xeeladaha faylalka saxda ah isagoo isticmaalaya agabka jira. Ka sokow, waa in ay taageertaa saxnaanta waqtiga-dhabta ah ee macluumaadka oo ay muujiso qalab la fahmi karo oo si fudud loo baran karo. Maareeyaha Portfolio Investment Zoom^{(Zoom Investment Portfolio Manager)} wuxuu ku bixiyaa dhammaan faa'iidooyinkan hal xirmo. Waxa loo isticmaali karaa in lagu maareeyo maalgashigaaga kaydka, saamiyada, iyo lacagaha.

Sifada gaarka ah ee qalabkani waa in ka duwan faylalka ku salaysan shabakada ee kaydiya macluumaadka daruuraha ama server-yada qaarkood, Zoom , waxay ku kaydisaa xogta kombuyuutarkaaga oo sidaas darteed u xafid si qarsoodi ah.

Intaa waxaa dheer, waxay kuu ogolaaneysaa inaad maamusho wax ka badan hal faylal isku mar ah. Haddii loo baahdo, waxaad heli kartaa aragtida faahfaahsan ee faylalka galmood kasta oo ay weheliso wax kala iibsiga.

Samee faylal cusub

Waxaad ku bilaabi kartaa mid cusub adiga oo abuuraya faylal cusub. Kaliya^(Simply) geli faahfaahinta lagama maarmaanka ah ee ku saabsan magaca oo dooro lacagta. Waa inaad u dejisaa lacagta faylalka galmood kasta iyo haddii "Qiimaha pence-ga". Sidoo kale, waa inaad dejisaa Xeerka Lacagta^{(Currency Code)} ee degaankaaga ikhtiyaarka ^(Options)maamulaha Portfolio^{(Portfolio Manager)} . Tusaale ahaan,

1. USD = Doolarka Maraykanka
2. GBP = GB Pound Sterling iwm

Hadda, haddii aad maal-gashi ku sameyso lacago aan ahayn kuwa kor ku xusan markaa, u samee Portfolio gaar ah lacag kasta oo dhig calaamadda saxda ah ee lacagta qalaad ee faylalkaas.

Sidoo kale, markaad wax iibsanayso iyo iibinta maalgashiga shisheeye, waa inaad ku gelisaa kharashka, dakhliga, komishanka iyo qaddarka cashuurta ee lacagtaada gudaha. Tani waa isku dayga lagu sameeyo habka xisaabinta faa'iidada raasumaalka ee Soo celinta Cashuurtaada^{(Tax Return)} sanadlaha ah si sax ah oo aan dhib lahayn.

Marka la dejiyo, waxaad diyaar u tahay inaad ku darto wax kala iibsiga faylalkaaga. Hadda, noocyada soo socda ee wax kala iibsiga raasumaalka waa la taageerayaa,

1. Iibso
2. Iibi
3. Kala qaybsan

Noocyada kale ee wax kala iibsiga waxa lagu taageeri karaa Iibka^(Buy) ama Iibinta^(Sell) ikhtiyaarka.

Marka boosaska maalgashigaaga si cad loo qeexo, sii wad oo guji ' Cilmi-baadhista'^{(Research tab’)} ee ka muuqda xagga hoose si aad u hesho macluumaadka online ee ku saabsan waxa aad haysato.

Waxaad si buuxda u maamusho astaantaada maalgashiga. Waxaad u habayn kartaa doorashooyin kala duwan oo la xiriira

1. Jagooyinka Iibinta
2. Hubinta wixii cusbooneysiin ah ee qiimaha
3. Hagaajinta hadhaaga kaashka
4. U rarida booska la doortay una guuraya faylalka kale
5. Helitaanka koobab dhammaystiran oo faylal kasta ah oo leh tafaasiil ku saabsan wadarta qiimaha, faa'iidada, iwm.

Marka laga soo tago sifooyinka aan kor ku soo xusnay, Maareeyaha Portfolio Investment Zoom^{(Zoom Investment Portfolio Manager)} wuxuu kuu ogolaanayaa inaad abuurto ' Liiska Daawashada^(Watchlist) ' kaas oo kaa caawinaya inaad is barbar dhigto maal-gashiga ka hor intaadan samaynin go'aannada maalgashiga ama samaynta waxoogaa cilmi-baaris ah maalgashiga suurtagalka ah marka suuqyadu xidhmaan.

Hoosta liiska liiska^(Watchlist) , waxaad qeexi kartaa dhinacyo kala duwan oo la xidhiidha shirkad, sida bartilmaameedka sare , bartilmaameedka ^(High)hooseeya^(Low) , PE, iwm.

Ugu dambeyntii, waxaa jira tab xisaabaadka lacagta caddaanka ah. Waxay bixisaa dulmar dhammaystiran oo ku saabsan dhammaan Iibka iyo iibka^(Purchases) lagu hagaajiyay hadhaaga kaashka ee Portfolio , iyada oo la soconaysa lacagta caddaanka ah ee aan la maalgelin. Sida caadiga ah, waxay bixisaa laba hab

Habka fudud^{(Simple mode)} - halkan, kaliya waxaad u baahan tahay inaad saxdo hadhaaga marka lagu beddelo hagaajinta lacagta caddaanka ah (sida qaybinta ama bixinta).

Muuqaal Lacageed oo faahfaahsan^{(Detailed Cash View)} - waxaad geli kartaa saami qaybsiga shakhsi ahaaneed iyo rasiidhada kale ama lacag-bixinta.

Waxaad u kala beddeli kartaa habka "Fudud" iyo "Detailed" wakhti kasta.

Warbixinada uu soo saaray Maareeyaha Portfolio Investment Zoom^{(Zoom Investment Portfolio Manager)} ee jagooyin kala duwan oo ay ku jiraan faahfaahinta ku saabsan wax kala iibsiga iyo saami qaybsiga waxaa loo dhoofin karaa qaabka faylka CSV .

Haddii aad u malaynayso inaad u baahan tahay kombuyuutar maamule faylaleed bilaash ah, waxaa laga yaabaa inaad rabto inaad hubiso. Waxaad ka soo dejisan kartaa sourceforge.net .

TakeStock 2 waa barnaamij kale oo Maareynta Maalgelinta Shakhsi ahaaneed oo bilaash ah oo laga yaabo inaad rabto inaad hubiso.^{(TakeStock 2 is another free Personal Investment Management software you may want to check out.)}

Zoom Investment Portfolio Manager for Windows 10

Big Data (both structured and unstructured) has disrupted the methods by which portfolio managers now measure risks involved in their investment portfolio. Many of these use predictive analysis to anticipate an outcome. That said, an ever-increasing number of software programs from leading brands have made a choice somewhat difficult. Zoom Investment Portfolio Manager simplifies this task.

Zoom Investment Portfolio Manager

An ideal investment portfolio manager should effectively implement right portfolio strategies by using the available resources. Besides, it should support the real-time accuracy of information and feature intuitive, easy-to-learn toolset. Zoom Investment Portfolio Manager offers all these benefits in a single package. It can be used to manage your investments in stocks, shares, and funds.

A special characteristic of this tool is that unlike web-based portfolios that store information in the cloud or some servers, Zoom, stores data on your computer and thus keep it confidential.

Moreover, it lets you manage more than one portfolio simultaneously. If required, you can access the detailed view of the of each portfolio alongside their transactions.

Set up a new portfolio

You can start afresh by creating a new portfolio. Simply enter the necessary details about the name and select the currency. You should set the currency for each portfolio and whether “Prices in pence”. Also, you must set your local Currency Code in the Portfolio Manager Options. For example,

1. USD = US Dollar
2. GBP = GB Pound Sterling etc

Now, if you hold investments in currencies other than the ones mentioned above then, create a separate Portfolio for each currency and set the correct foreign currency symbol in that portfolio.

Likewise, when entering purchases and sales of foreign investments, you should enter the cost, proceeds, commission and tax amounts in your local currency. This is an attempt to make the process of calculating your capital gains for your annual Tax Return correctly and in a hassle-free way.

Once set up, you are ready to add transactions to your portfolios. Currently, Following types of capital transaction are supported,

1. Buy
2. Sell
3. Split

Other types of transaction can be supported through Buy or Sell options.

Once your investment positions are defined clearly, proceed further and click the ‘Research tab’ visible at the bottom to get online information about your holdings.

You have complete control over your investment profile. You can configure different options related to

1. Selling Positions
2. Checking for any updates in prices
3. Adjusting cash balance
4. Moving the selected position to another portfolio
5. Getting a complete summary of each portfolio with details about the total cost, gain, etc.

In addition to the above-discussed features, Zoom Investment Portfolio Manager lets you create a ‘Watchlist’ that helps to compare investments before making investment decisions or doing a bit of research in potential investments when markets are closed.

Under the Watchlist tab, you can specify different aspects related to a company, such as High target, Low target, PE, etc.

Lastly, there’s a cash accounting tab. It offers a complete overview of all the Purchases and sales adjusted on the Portfolio cash balance, keeping track of your uninvested cash. By default, it offers dual mode

Simple mode – here, you just need to correct the balance when it is changed by cash adjustments (such as dividends or withdrawals).

Detailed Cash View – you can enter individual dividends and other receipts or payments.

You can switch between “Simple” and “Detailed” mode at any time.

The reports generated by Zoom Investment Portfolio Manager for various positions including details about the transactions and dividends can be exported to CSV file format.

If you think you need a free portfolio manager software, you may want to check it out. You can download it from sourceforge.net.

TakeStock 2 is another free Personal Investment Management software you may want to check out.

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