Mars · Finance Portfolio

Total Net Worth

—

Investments

—

Cash

—

Total P/L

—

FX (USD/HKD)

—

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

—

Salary

—

Investment

—

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.

Holdings CSV URL Cash & Savings CSV URL Income CSV URL Savings Goals CSV URL

Auto-sync on refresh

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

USD/HKD FX Rate (override) Auto-refresh (min, 0=off)

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 →

Import JSON