Single Form Portfolio

Single Form Portfolio is a privacy-first UK share portfolio and capital gains tax tracker.

All data is stored locally on your device — no accounts, no cloud, no data sharing.

PORTFOLIO TRACKING

• Track shares, ETFs, funds and investment trusts
• Multiple accounts — ISA, SIPP and Dealing
• Live price updates with unrealised gain/loss
• Dividend income tracking

CGT CALCULATIONS

• All 3 HMRC matching rules (same-day, 30-day B&B, Section 104 pool)
• Loss carry forward between tax years
• Corporate actions — stock splits, bonus and rights issues
• Export CGT report as PDF or CSV for Self Assessment

MULTIPLE PROFILES

• Manage Self, Spouse, Partner portfolios separately
• Each profile has its own accounts and CGT calculations

PRIVACY FIRST

• No internet connection required (except live prices)
• No account needed
• Your data never leaves your device

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