Know your exact financial position on any given day — Taskade Genesis builds a net worth tracker from one prompt, linking every asset and liability into a live dashboard with an AI agent that writes your monthly financial summary.
What Is a Net Worth Tracker?
A net worth tracker consolidates all assets (investments, property, cash, vehicles) and liabilities (mortgages, loans, credit cards) into a single calculated figure, updated on a schedule you choose.
Why Use a Net Worth Tracker?
Most people have a rough sense of their net worth but no structured place to track its growth. Taskade Genesis turns that gut feeling into a data-driven record.
- Linked asset categories — connect stocks, real estate, and retirement accounts to a master liability sheet via the Relationship field.
- Table + Chart view — see every line item in rows or switch to a visual breakdown using 7 project views.
- AI monthly memo — the embedded agent writes a plain-English summary comparing this month to last, highlighting what moved the needle.
- Reliable automations — schedule monthly balance updates and pull data from 100+ integrations like your bank or brokerage using automation workflows.
- No per-seat lock-in — share with a spouse or advisor freely.
Who Should Use a Net Worth Tracker?
- FIRE planners watching their number climb toward financial independence.
- Couples building shared financial transparency without a paid advisor.
- Recent graduates starting their net worth journey from a negative number.
- Small business owners who need personal and business net worth separated but visible together.
- Retirees monitoring drawdown pace against remaining assets.
How To Get Started
- Click Use Template to clone this tracker — up and running in ten seconds.
- Add every asset and liability with current balance, category, and account name in the Table view.
- Link asset groups to liability records using Relationships.
- Set up a monthly automation to prompt you for balance updates and recalculate net worth.
- Ask the AI agent to identify which category had the biggest impact on your net worth change this month.
Your financial story, told clearly. Explore AI apps and the community for more personal finance tools.