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:
Choose one of your existing accounts, or type a new account name to add it during import.
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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 and cash in market
Compare cumulative realised P&L with net cash deployed, 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
Model Standard, Lean, Fat, Barista and Coast FIRE using your portal data as the starting point.
Inputs and plan type
Using default values. Refresh from data to prefill net worth, income, spending, savings and portfolio return.
Planning information only - not regulated financial advice.
Asset growth
Projected assets, contributions and FIRE target over time.
Retirement drawdown
How long assets last after the projected FIRE age or target retirement age.
Sensitivity
Investment return versus FIRE age.
| Return | FIRE age | Years |
|---|
Monte Carlo risk check
Uses the return volatility input to test uneven market years.
Scenario comparison
Saved scenarios stay on this device.
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.
Portfolio assessments
Reports generated from your own holdings. Visible only to you.
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Portfolio API access
Generate a personal token so an external tool (e.g. PyRunner) can read your active positions.
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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