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Tax allowance

As an "aristocrat" you can now enter your individual tax allowance per portfolio.

If you have activated the tax function in the Account Settings and have set a uniform tax rate, you can now set an individual tax allowance per portfolio in the portfolio settings (gear icon to the right of the portfolio name).

Tax allowance per portfolio

This tax allowance will be taken into account on the My portfolio page when calculating the net values, e.g. the annual net dividend (FWD) and the (personal) dividend yield.

Consideration of tax allowance for dividend yield and annual dividend

Update from 07/03/2024: You can now also use your tax allowance in combination with the "Individual tax rate per security" setting.

We wish you further good dividend yields

Max & Johannes