
Worthbase
Worthbase keeps your household's balance sheet: everything you and your family own and owe, from shares, ETFs and crypto to super and retirement accounts, property, cash and loans, including assets held in trusts, companies and SMSFs. Your AI does the reading and typing. Hand it a broker export, a super statement or a property estimate and it maps the rows; Worthbase checks every one, shows a preview, and only saves what you confirm. Every change is recorded against its source and can be undone. Worthbase does the rest: it prices listed holdings, crypto and precious metals every day, keeps exact cost bases and the gain or loss on every holding, and keeps your history. Ask "What's our net worth?", "How have my shares performed since 2023?", "What would I make if I sold half my CBA?" or "Are we on track for $2.5M by 2030?", and every answer comes from the ledger, not the model's arithmetic. Split ownership exactly between people and entities, track goals, keep notes on anything you own, track losses you carry forward, and get a short weekly email with what moved. Worthbase never asks for bank or broker logins, and it doesn't give financial or tax advice. Requires a Worthbase account (7-day free trial) at https://worthbase.app. Sign-in is OAuth; no API key needed.
First seen 2 Oct 2026. Evidence as of 5 Oct 2026.
Tools
No tool list captured yet.
Change history
No changes since the first observation. The first snapshot is the baseline.
| Source | Listing | First seen | Last seen | Versions |
|---|---|---|---|---|
| Smithery | sanjay-bhagia/worthbase | 2 Oct 2026 | 5 Oct 2026 | 1 |