Single Form Portfolio

Single Form Portfolio is a privacy-first share 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, and funds across multiple brokerage accounts. 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.
📋 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.
👤 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: £19.99/year (introductory offer — renews at £24.99)
Unlimited profiles: £29.99/year (introductory offer — renews at £39.99)
After expiry: read-only mode — your data is always preserved


Single Form Portfolio is part of the Single Form suite of financial tools for individuals and small businesses, developed by Hidden Mango Limited.