Total Net Worth
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—
Investments
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Cash
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Total P/L
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FX (USD/HKD)
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Asset Allocation
Holdings
Cash & Savings
Income
Goals
Sync
Settings
| Type | Ticker | Name | Qty | Cost | Live | Value | P/L | P/L % | Wt |
|---|
About live prices
Crypto prices come from
CoinGecko (free, no key). Stock/ETF/Bond prices come from
Yahoo Finance via a public CORS proxy. If the proxy is rate-limited, the app falls
back to the last-known price; you can override any price by editing the live price field directly.
Cash & Savings
| Account | Institution | Type | Balance | CCY | USD | APR |
|---|
Income (YTD)
Total
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Salary
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Investment
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Avg / Mo
—
| Date | Source | Category | Amount | CCY | USD |
|---|
Savings Goals
Sync with Excel / Google Sheets
Excel/Sheets is your source of truth; the dashboard is the live view with prices and charts.
Option A · Load from local Excel file
Pick your .xlsx file. Replaces current data with what's in the workbook.
Option B · Connect to Google Sheets (auto-sync)
Publish each tab to web as CSV (File → Share → Publish to web → CSV → Publish). Paste the URLs below.
Option B-fallback · Paste CSV manually
For when auto-fetch is blocked. Open the URL in a browser tab, copy all the CSV text, paste below.
Option C · Export to CSV
Download per-sheet CSVs to paste into Excel.