Single Form Portfolio

Single Form Portfolio is a privacy-first UK investment and property CGT tracker built for UK individual investors. 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 Foreign currency stocks fully supported (USD, EUR and more)

SHARE 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 Note: specialist fund treatments (non-reporting funds, equalisation payments, accumulation units) are not automatically calculated — see in-app disclaimer for details

PROPERTY CGT

Record residential, buy-to-let and holiday let properties Track acquisition, improvement and disposal costs PPR Relief and Lettings Relief automatically calculated Export property CGT report as PDF or CSV Property CGT must be reported to HMRC within 60 days of completion

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

DISCLAIMER This app is for informational purposes only and does not constitute financial, tax or legal advice. Always verify calculations with HMRC or a qualified tax adviser before submitting your Self Assessment return. Full disclaimer shown on first launch within the app.

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