Install on iPhone
Open this page in Safari, tap Share, then Add to Home Screen.
Dashboard
Finance
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Fast capture
Add a transaction in one line
Type naturally, check the preview, then save it to your dashboard. Works for spending, income, and investment transactions.
Preview
Review before saving.
Mobile portal
Fast access from your phone
Install the family finance workspace on your home screen and use quick add for everyday transactions.
Tsang
Quick add ready
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Open quick add
Capture spending, income, buys, and sells in one line.
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Open finance
Check cash, liabilities, net worth, and recent transactions.
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Open investments
View holdings, live prices where available, and manual overrides.
Install on Android
Open this page in Chrome, tap the menu, then Add to Home screen or Install app.
Stay signed in
The installed portal keeps you signed in unless you sign out.
Long report notifications
Enable notifications to be alerted when a new LONG investment report appears while the portal is running.
Combined financial dashboard
Cash, savings, liabilities, and marked-to-market investments in one net worth view.
Filters apply after data is loaded.
Financial position
Load the dashboard
Key goals, cash position, allocation and spending trend will appear here.
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Currency allocation
Balance distribution converted to your base currency.
Account concentration
Largest active balances across accounts.
Distribution over time
Cumulative transaction history converted to your base currency.
Dashboard notes
Load the dashboard to see portfolio insights.
Transaction history
| Load data to view transactions. |
Import data
Choose what you're importing, then drop a CSV file.
Current
Savings — ISA / Saver
Credit Card — Cred
Investment — INVT
Loan
Not sure of the format? Download a ready-to-fill template:
For accurate net worth, include an opening balance transaction for each bank, savings, credit card, loan, and investment cash account before importing later activity.
Not sure of the format? Download a ready-to-fill template:
Or extract transactions from a text-based PDF bank statement via the private Mac mini extractor:
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Drop CSV here or click to browse
Columns: Date · Bank · Currency · Category · Amount · Purpose
| Date | Bank | Type | Currency | Category | Amount | Purpose |
|---|
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Investment dashboard
Holdings, transactions, and live market value for stocks, bonds, funds, and commodities.
Filters apply to investment dashboard, holdings, and transactions.
Marked to market
Load investment data
Live prices use each instrument's listing currency before conversion to your base currency.
Price sync
Waiting
Asset type allocation
Open holdings grouped by investment type.
Largest holdings
Market value converted to your base currency.
Realised profit over time
Cumulative sell gains/losses plus dividends, converted to your base currency.
Rolling Sharpe ratio over time
Cash-flow-adjusted monthly return quality from recorded investment history.
Investment notes
Load investments to see portfolio notes.
Holdings
| Load data to view investments. |
Import investment transactions
Use the Finance import tool in investment mode; this panel keeps the workflow separate.
Investment import columns
Required: Date, Platform, Type, Ticker, Exchange, Amount, Currency, Price, Fee.
Amount sign convention: positive = Buy or Dividend, negative = Sell. There is no separate Action column — direction is inferred automatically from the sign.
Ticker: use the listed ticker symbol (e.g. AAPL, VUSA). For UK gilts, use the full ISIN (e.g. GB00BBJNQY21). For futures, use the standard root symbol (e.g. GC=F for gold).
Exchange: use the official exchange code in ALL CAPS (e.g. NASDAQ, LSE, HKEX, NYSE, ASX). Leave blank for US-listed securities if unsure — NASDAQ/NYSE is assumed by default. Gilts and UK ETFs should use LSE.
No investment data loaded.
Watchlist
Track target entries and exits for listed securities, with holdings synced from Investments when the ticker matches.
Choose an existing holding or enter a ticker and exchange manually.
Watched securities
Prices refresh every 5 minutes while this page is open.
| No watchlist rows loaded. |
Planning workspace
Monthly reporting, tax estimates, housing reviews, and backups for your finance records.
Monthly PDF report
Create a printable monthly report from your latest dashboard data.
Load data, then open a report for the selected month.
Tax estimate and dates
Track upcoming tax dates and estimate the cash reserve you may need.
This is a planning estimate. Confirm figures with your accountant before filing or paying tax.
Mortgage or rent review
Track the next review date and expected monthly cash-flow change.
Use this to plan upcoming payment changes before they affect monthly cash flow.
Backup and export
Download a copy of your records for safekeeping or offline analysis.
Backups include your records currently loaded in this browser session.
Financial Freedom Calculator
Your real net worth, spending and portfolio return — sourced automatically from your dashboard data.
Your freedom number
Using default values — load your dashboard to auto-populate.
All amounts in your base currency. Planning information only — not regulated financial advice.
Future spending
Add commitments that start or end at specific ages — mortgage, tuition, care costs. Amounts are in today's money, inflated over time at your inflation rate.
| Name | Amount | Frequency | Start age | End age | Annual cost today |
|---|
How it works
Net worth, spending & return — sourced from your Finance dashboard: net worth = cash + marked-to-market investments; spending = 365-day rolling outgoings (non-investment accounts); return = portfolio XIRR.
Inflation — every spending figure (base and future items) is compounded forward at your inflation rate. A £30k/yr lifestyle costs more in cash terms each year.
Freedom number = total spending at the projected FI date ÷ withdrawal rate. Spending at FI shows what your inflation-adjusted outgoings will be at that point. Progress today = net worth ÷ today's implied target (current spending + any future items active now).
Future spending items are added to total spending only while the age is in range. For a one-off cost, set start age = end age.
Set as your dashboard goal
Sync with the goal ring.
Save your freedom number as Financial freedom target in Settings — the dashboard's goal ring will track your real progress against it automatically.
Paste into Settings → Financial freedom target, then save.
Investment reports
Recent investment research and saved decision notes. Saved reports stay pinned above the 10-day list.
How to upload a report
python3 - <<'EOF'
import json, urllib.request
with open("report.html") as f:
html = f.read()
data = json.dumps({
"ticker": "AAPL",
"recommendation": "LONG",
"source": "claude",
"title": "AAPL Q2 2026",
"html_content": html
}).encode()
req = urllib.request.Request(
"https://tsang.org.uk/api/reports",
data=data,
headers={
"X-Reports-Key": "YOUR_KEY",
"Content-Type": "application/json"
}
)
print(urllib.request.urlopen(req).read().decode())
EOF
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Thematic dossiers
Scheduled, news-independent research per investment theme: structural drivers, macro & policy sensitivity, the investable universe, scenarios, and dated falsifiable milestones. Not a trade trigger — a standing thesis, reviewed on its own cadence rather than on a news event.
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News dashboard
Add news feeds to build your headlines. Updates every 5 minutes.
User settings
Personalise currency, goals, and display preferences for your dashboard.
Settings are loaded automatically after sign-in.
Privacy & legal
How your data is stored, protected, and what you agreed to.
To delete your account or request a data export, email hello@tsang.org.uk.
Spaces
Create a private money space for couples, families, or trusted friends to share the right level of financial detail.
Married or cohabitating partners can combine KPI views, track bills, and keep a clean shared expense ledger.
Plan monthly budgets, kid allowances, vacations, renovations, and other shared household goals.
Roommates and close friends can split rent, utilities, groceries, and group trips without exposing everything.
Members
What I share with this space