A private dashboard for tracking net worth, cash flow, liabilities, and investment holdings in one place. The portal combines portfolio data, market prices, and curated financial news so you can review your position and make better-informed allocation decisions.
Net worth dashboardBring accounts, savings, liabilities, and investments into a single base-currency view.
Open this page in Safari, tap Share, then Add to Home Screen.
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Install on Android
Open this page in Chrome, tap the menu, then Add to Home screen or Install app.
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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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GoalAwaiting dataGoal ProgressAwaiting dataMobile CashAwaiting dataSustainable ExpAwaiting data
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.
Load dashboard to enable the timeline.
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.
CurrentSavings — ISA / SaverCredit Card — CredInvestment — INVTLoan
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 directly from a PDF bank statement:
⇪Drop CSV here or click to browseColumns: Date · Bank · Currency · Category · Amount · Purpose
Date
Bank
Type
Currency
Category
Amount
Purpose
No data loaded.
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 syncWaiting
Market ValueAwaiting dataUnrealised P&LAwaiting dataRealised P&LAwaiting dataDividendsAwaiting data
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.
Load investments to enable the timeline.
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.
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.
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.
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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News dashboard
Add news feeds to build your headlines. Updates every 5 minutes.