Net Worth Tracker
Calculate total net worth from assets and liabilities, track changes over time, and set milestones.
This skill calculates and tracks personal net worth across all asset classes including real estate, investments, cash, and retirement accounts, minus all liabilities. It guides AI agents through categorizing assets by type and liquidity, tracking net worth changes over time, and setting milestone targets. Part of the openaccountant suite of 44 free open-source financial skills. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
Use Cases
- ✓Calculate total net worth from assets and liabilities
- ✓Track net worth changes over time
- ✓Categorize assets by type and liquidity
- ✓Set net worth milestones and track progress
Trigger Phrases
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Paste the skill link or content into your AI agent's system prompt or project instructions.
Requirements
- Claude or equivalent
- List of assets with values
- List of liabilities with balances