{"id":3977,"date":"2023-12-21T08:51:27","date_gmt":"2023-12-21T08:51:27","guid":{"rendered":"https:\/\/support.yuanta.com.vn\/support\/bai-viet\/tong-quan-tai-san\/"},"modified":"2023-12-21T08:56:04","modified_gmt":"2023-12-21T08:56:04","slug":"tong-quan-tai-san","status":"publish","type":"ysedu","link":"https:\/\/support.yuanta.com.vn\/en\/support\/quan-ly-tai-san-2-en\/tong-quan-tai-san\/","title":{"rendered":"Porfolio overview"},"content":{"rendered":"<ul>\n<li>To access the &#8220;Porfolio Overview&#8221; screen, simply point your mouse over &#8221; Porfolio management&#8221; in the main menu and click on &#8220;Porfolio Overview&#8221;<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3978 aligncenter lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" width=\"1120\" height=\"328\" sizes=\"(max-width: 1120px) 100vw, 1120px\" data-src=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/86-1.png\" data-srcset=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/86-1.png 1120w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/86-1-300x88.png 300w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/86-1-1024x300.png 1024w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/86-1-768x225.png 768w\"><\/p>\n<ul>\n<li>The system will open the &#8220;Property overview&#8221; screen<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3982 aligncenter lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" width=\"1366\" height=\"655\" sizes=\"(max-width: 1366px) 100vw, 1366px\" data-src=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/87-1.png\" data-srcset=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/87-1.png 1366w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/87-1-300x144.png 300w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/87-1-1024x491.png 1024w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/87-1-768x368.png 768w\"><\/p>\n<ul>\n<li>Here you can view detailed information about the assets of the account or by sub-accounts. At the same time, the system also displays charts for you to have the most intuitive view of your property<\/li>\n<li>To look up the assets of each sub-account, you just need to click on the sub-account, the system will automatically look up and update the data for you<\/li>\n<li>You can also see details of &#8220;Total assets of cash&#8221;, &#8220;Total assets of stock&#8221;,&#8230; by pointing your mouse over item (i) right next to it, the system will display details of each asset type&#8230;.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3988 aligncenter lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" width=\"342\" height=\"383\" sizes=\"(max-width: 342px) 100vw, 342px\" data-src=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/88-1.png\" data-srcset=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/88-1.png 342w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/88-1-268x300.png 268w\"><\/p>\n<ul>\n<li>You can look up your property information by clicking on the &#8220;Refresh&#8221; button next to the sub-accounts. The system will automatically look up all information and update it for you<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3985 aligncenter lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" width=\"363\" height=\"162\" sizes=\"(max-width: 363px) 100vw, 363px\" data-src=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/89-1.png\" data-srcset=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/89-1.png 363w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/89-1-300x134.png 300w\"><\/p>\n<ul>\n<li>In the &#8220;Stock&#8221; tab, the system will display a list of stocks that the account\/sub-account owns along with detailed information about that stock, you can also sell any stock by clicking the &#8220;Sell&#8221; button at the line of stocks to sell<\/li>\n<li>The system will automatically open the &#8220;Place order&#8221; screen, you just need to enter the price and necessary information to proceed with selling stock. <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3997 aligncenter lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" width=\"994\" height=\"536\" sizes=\"(max-width: 994px) 100vw, 994px\" data-src=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/90-1.png\" data-srcset=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/90-1.png 994w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/90-1-300x162.png 300w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/90-1-768x414.png 768w\"><\/li>\n<\/ul>\n<ul>\n<li>The &#8220;Debt information&#8221; tab will display the outstanding information of each sub-account\/account for you<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3994 aligncenter lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" width=\"996\" height=\"431\" sizes=\"(max-width: 996px) 100vw, 996px\" data-src=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/91-1.png\" data-srcset=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/91-1.png 996w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/91-1-300x130.png 300w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/91-1-768x332.png 768w\"><\/p>\n<ul>\n<li>When selecting a margin sub-account, the system will display an additional tab &#8220;Account status&#8221; which displays information about the status of that account for you.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3991 aligncenter lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" width=\"748\" height=\"288\" sizes=\"(max-width: 748px) 100vw, 748px\" data-src=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/92-1.png\" data-srcset=\"https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/92-1.png 748w, https:\/\/support.yuanta.com.vn\/wp-content\/uploads\/2023\/12\/92-1-300x116.png 300w\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To access the &#8220;Porfolio Overview&#8221; screen, simply point your mouse over &#8221; Porfolio management&#8221; in the main menu and click on &#8220;Porfolio Overview&#8221; The system will open the &#8220;Property overview&#8221; screen Here you can view detailed information about the assets of the account or by sub-accounts. At the same time, the system also displays charts&#8230;<\/p>\n","protected":false},"author":48,"featured_media":0,"template":"","acf":[],"_links":{"self":[{"href":"https:\/\/support.yuanta.com.vn\/en\/wp-json\/wp\/v2\/ysedu\/3977"}],"collection":[{"href":"https:\/\/support.yuanta.com.vn\/en\/wp-json\/wp\/v2\/ysedu"}],"about":[{"href":"https:\/\/support.yuanta.com.vn\/en\/wp-json\/wp\/v2\/types\/ysedu"}],"author":[{"embeddable":true,"href":"https:\/\/support.yuanta.com.vn\/en\/wp-json\/wp\/v2\/users\/48"}],"wp:attachment":[{"href":"https:\/\/support.yuanta.com.vn\/en\/wp-json\/wp\/v2\/media?parent=3977"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}