Total Net Worth
Asset Allocation
Portfolio Performance
| Type | Ticker | Name | Qty | Cost | Purchased | Live | Value | P/L | P/L % | Daily Avg | Wt |
|---|
About live prices
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)
| 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.
Settings
Historical Data Worker URL (Cloudflare)
URL of your deployed Cloudflare Worker (e.g., https://mars-history.yourname.workers.dev).
When set, the dashboard fetches historical prices from your Worker instead of through public CORS proxies — fully reliable, no rate limits, no proxy failures. See historical_worker.js in your project folder for the Worker code and deployment steps.
Twelve Data API Key
Reliable price provider for stocks, ETFs, and bond ETFs. When set, the dashboard fetches stock prices from Twelve Data (no proxy chain) and crypto from CoinGecko (free, no key). This split keeps you under Twelve Data's free tier (8 credits/min, 1 credit per ticker) by routing crypto elsewhere. Sign up free at twelvedata.com →