Single Form Portfolio

Single Form Portfolio is a privacy-first investment portfolio and Capital Gains Tax tracker built specifically for UK individual investors.

All your data stays on your device. No cloud, no account, no sign-in required.

📊 PORTFOLIO TRACKING
Track your shares, ETFs, investment trusts and funds across multiple brokerage accounts. Note: specialist fund tax treatments (non-reporting funds, equalisation payments, accumulation units) are not automatically calculated — see in-app disclaimer for details. Log every buy and sell trade with automatic stamp duty and PTM levy calculations. Monitor your holdings in one place, across Dealing accounts, ISAs, and SIPPs. Foreign currency stocks (USD, EUR and more) fully supported.

🏠 PROPERTY CGT
Calculate Capital Gains Tax on residential property disposals. Record acquisition, improvement and disposal costs. Automatically calculates Principal Private Residence (PPR) Relief and Lettings Relief. Export your property CGT report as PDF or CSV for Self Assessment. Remember — property CGT must be reported to HMRC within 60 days of completion.

📋 HMRC-COMPLIANT CGT REPORTS
The built-in CGT engine follows all three HMRC matching rules in the correct order:
Same-day rule
30-day Bed & Breakfast rule
Section 104 pool (average cost)

Get a clear CGT summary for any tax year — gains, losses, allowances, and carried-forward losses all calculated automatically. Built for UK Self Assessment.

💰 DIVIDEND TRACKING
Record dividend income across all your accounts. Dividend allowances are pre-loaded for every tax year from 2020/21 onwards. Foreign currency dividends supported.

📋 CORPORATE ACTIONS
Record stock splits, bonus issues and rights issues. The app automatically adjusts your Section 104 pool and dashboard holdings for CGT accuracy.

👤 MULTIPLE PROFILES
Manage portfolios for yourself and your family on a single device. Each profile — Self, Spouse, Partner, Joint — has completely separate accounts, trades, dividends, and CGT calculations.

☁️ BACKUP & RESTORE
Back up your entire portfolio to Google Drive or any location you choose. Restore instantly on a new device — your data is never lost.

🔒 PRIVACY FIRST
All data stored locally on your device using SQLite
No internet connection required for core features
No ads, no tracking, no analytics
No account or sign-in needed
Your broker credentials are never requested or stored

📅 TAX YEAR SETTINGS
CGT and dividend allowances are pre-loaded and user-configurable for every tax year from 2020/21 to 2026/27, reflecting the HMRC reductions in recent years.

🔑 SUBSCRIPTION
30-day free trial — full access, no credit card required
Single profile: £24.99/year (introductory offer)
Unlimited profiles: £34.99/year (introductory offer)
After expiry: read-only mode — your data is always preserved

⚠️ DISCLAIMER
This app is for informational purposes only and does not constitute financial, tax or legal advice. Always verify CGT calculations with HMRC or a qualified tax adviser before submitting your Self Assessment return. Property CGT must be reported to HMRC within 60 days of completion.

Single Form Portfolio is developed by Hidden Mango Limited.

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Key changes from the original:

Opening line updated to "investment portfolio and CGT tracker"
Added 🏠 Property CGT section
Added 📋 Corporate Actions section
Added foreign currency mentions under Portfolio and Dividends
Updated pricing to current figures (£24.99/£34.99)
Added disclaimer paragraph
Kept Terms of Use link (required for subscriptions)