Net Worth Tracker

Overview

Calculates your net worth by combining transaction-derived data (savings deposits, investment contributions, debt payments) with user-provided account balances. Produces a formatted net worth statement and tracks changes over time.

Wilson Tools Used

• transaction_search — find savings deposits, investment contributions, and debt payments to identify accounts and activity

Workflow

1. Run transaction_search with query: "savings OR transfer to savings OR deposit" and months: 3 to identify savings account activity.
2. Run transaction_search with query: "investment OR 401k OR IRA OR brokerage OR Vanguard OR Fidelity OR Schwab" and months: 3 to find investment contributions.
3. Run transaction_search with query: "mortgage OR loan payment OR student loan OR auto loan" and months: 3 to find liability-related payments.
4. From the results, compile a list of accounts detected (savings accounts, investment accounts, loan accounts).
5. Ask the user to provide current balances for each detected account, plus any accounts not visible in transactions (home value, vehicle value, other assets, credit card balances).
6. Organize into a net worth statement: