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WorthTracker

WorthTracker

Free Finance & Trading โœ“ Verified

WorthTracker makes it easy for you to track your net worth. With WorthTracker you can enter all of your assets such as real estate, banking accounts,

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About this Tool

WorthTracker

WorthTracker makes it easy for you to track your net worth.

With WorthTracker you can enter all of your assets such as real estate, banking accounts,

WorthTracker makes it easy for you to track your net worth.

With WorthTracker you can enter all of your assets such as real estate, banking accounts, stock portfolio, etc., and don’t forget to enter everything you owe as well, such as loans and mortgages.

Keep your portfolio updated over time, and WorthTracker will help you to see your progress toward your financial independence goals with visualization of your progress, and asset allocation graphs.

WorthTracker main features:
– See your net

Pros & Cons

โœ“ Pros

  • โœ“Free plan or freemium pricing
  • โœ“Purpose-built for investing & portfolio

โœ— Cons

  • โœ—No native Android app
  • โœ—Some advanced features may require higher-tier plans

Key Features

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What's New

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Press Kit

๐Ÿ“‹ Scripts & Prompts for WorthTracker +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

๐Ÿ“„ Template
Fine Tuning
Intermediate โฑ 10 min
Sometimes no matter what tricks you throw at the model, it just wonโ€™t do what you want it to do.…
๐Ÿ” Browse All Scripts in the Vault โ†’

๐Ÿ”Œ MCP Servers for WorthTracker +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

๐Ÿ”Œ
osaurus
Intermediate โญ 4,448 ๐Ÿ“ฑ Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
๐Ÿ”Œ
Plaid MCP Server
Medium ๐Ÿ“ฑ macos, linux, windows
MCP server exposing Plaid banking and financial-account APIs.
๐Ÿ”Œ
Brex MCP Server
Medium ๐Ÿ“ฑ macos, linux, windows
MCP for Brex corporate cards and expense data.
๐Ÿ”Œ
Alpaca MCP Server
Medium ๐Ÿ“ฑ macos, linux, windows
MCP for Alpaca brokerage trading and market data.
๐Ÿ”Œ Browse All MCP Servers โ†’

๐Ÿค– AI Agents for WorthTracker +

Pre-built automation agents that work with this tool โ€” import in one click. Sign up free to access.

๐Ÿค– CLAUDE CODE
Claude Code Financial Analyst Skill
โ–ถ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
๐Ÿค– CREWAI
CrewAI Portfolio Rebalancer Crew
โฐ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
๐Ÿ”— LANGCHAIN
LangChain Earnings-Call Analyzer
โšก Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
๐Ÿค– CLAUDE CODE
Claude Skill: Personal CFO
โฐ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
๐Ÿค– Browse All AI Agents โ†’

Frequently Asked Questions

WorthTracker is available as free. Visit the tool's website for the latest pricing details and plan options.

WorthTracker offers a free plan. Check the website for feature limitations and upgrade options.

WorthTracker is available on Api, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the WorthTracker website for current trial availability and duration.

๐Ÿ”’
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At a Glance

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