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Tax allowance update

Tax allowance in combination with individual tax rate per security.

As an aristocrat, you have the option to set

  • a uniform tax rate for all securities or
  • an individual tax rate per security.

If you have entered an individual tax rate per security, you have unfortunately not been able to use the tax allowance function until now.

From now on, you can also use your tax allowance in combination with the "Individual tax rate per security" setting.

You can activate the tax functionality for calculating net dividends in your DivvyDiary settings.

You can enter the tax-free amount per portfolio in your portfolio settings (cogwheel icon to the right of the portfolio name).

We wish you further good dividend yields

Max & Johannes