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Net worth calculation and tracking v1.0.0

Use this resource to calculate your net worth and track how it changes

New

  • 596 downloads
  • 241 likes
  • 207 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install net-worth-statement

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent combines savings deposits, investment contributions and debt payments found in your transactions with the balances you provide. It produces a formatted net worth statement and tracks changes. You get a dated personal balance sheet.

Mostly picked by

Updated November 2, 2026

Card for the “Net worth calculation and tracking” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: identifying accounts from transactions
  • SKILL.md: net worth statement template

Good fit for

  • You want to know your net worth on a given date
  • You track your savings and debts every quarter

Not for

    Tags

    • net worth
    • savings
    • debt
    • balance sheet

    About

    You say

    “Calculate my net worth from my balances and my savings transfers.”

    Card for the “Net worth calculation and tracking” skill

    Skill published by openaccountant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to calculate your net worth and track how it changes
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.4 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/personal/net-worth
    Licence
    MIT

    Notice

    « net-worth » (openaccountant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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