As an aristocrat, you can now also create cash accounts on DivvyDiary and thus have your entire assets in view.

You can use the cash accounts, for example, to map your call money or fixed-term deposit accounts, your P2P loans or your property.

We have integrated the new asset class CASH into all analyses on DivvyDiary so that you get a holistic view of your entire cash flow. In other words, a joint analysis of your dividend income from securities and your interest income from e.g. call money, fixed-term deposits, P2P loans or property.

As an Aristocrat, you can add as many cash accounts as you like to your portfolio. You will find the function for creating a new cash account next to the securities search in your portfolio.

For each cash account you can configure the interest rate individually with the parameters:

• Interest rate (e.g. 4% p.a.)
• Interest frequency (daily, monthly, quarterly, semi-annually, annually)
• Interest validity (e.g. since 01/01/2024).

You can create any number of interest periods if your interest rate changes over time.

Based on these parameters, your interest payments are calculated automatically and taken into account in all key figures, analyses and diagrams.

Of course, all analyses are still available to you without taking cash accounts into account. You can use our filter function at any time to decide whether you want to include cash accounts in the analyses or not.

So you can

• analyse the combined performance of your entire assets (securities and cash accounts) or
• the pure securities performance or
• the pure cash performance.

We hope you like the new cash accounts feature.

We wish you further good dividend yields

Max & Johannes