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Use Agent
✦ Net Worth Tracker Builder
Know exactly where your money is headed.
Answer two questions and get a private net worth tracker built around your actual accounts — balances, cash flow and a long-range projection, in one live tool. Try the working sample below before you sign in.
1 · The basics
2 · What you have
All switched on to start. Tap any you do not have to remove it.
Things you own
Things you owe
Optional
Fill it in from your bank statements
Add one or more statements and your tracker arrives already filled in — balances on your accounts, and your income and spending sorted into categories month by month. Skip this and you get a clean tracker to fill in yourself.
Which files work
✓CSV, TSV, OFX, QFX, TXT — always works. In your online banking look for Export or Download and pick CSV.
~PDF — only if you can select the text inside it. Many bank PDFs are images and cannot be read.
✗Photos and screenshots — JPG, PNG and HEIC cannot be read.
Each file is checked the moment you add it and tells you there and then whether it could be read. Statement text is sent to the AI that builds your tracker; it is not stored on AIBasePro.
This is an AI agent and can make mistakes. Please double-check responses.
Sign in to build your tracker
Your first tracker is free. It saves to your account, so it opens with the same figures on your phone, your laptop and anywhere else you sign in.
No card needed to sign in. Want to look first? Open Sample Preview above — it is the real tracker, fully working, with example figures.
AI Agent
Know exactly where your money is headed
Answer two questions and get a private tracker built around your own accounts — balances, cash flow and a long-range projection in one live tool. Add your bank statements and it arrives already filled in.
Three screens, that’s it
Real screenshots, built from one CSV statement. Try the live version in the Sample Preview tab.
Net worth
What your money is in, how it has grown, and how much of it you could actually reach.
Cash flow
Every month sorted into categories, with your savings rate on top.
Projection
Growth, what you add each month, and the year you could stop working.
How it works
1
Name it, pick your currency
Everything you might own is switched on already. Tap off what you do not have.
2
Add statements — optional
Balances, income and spending fill themselves in. Skip it and start clean.
3
Come back monthly
Update the balances, press Record snapshot. The charts do the rest.
Small things that matter
Reads your statements
CSV, TSV, OFX, QFX and text PDFs. It tells you straight away if a file cannot be read.
Saves itself
No save button. Opens with the same figures wherever you sign in.
Liquid or locked
Property and pensions cannot fund early retirement. The projection knows the difference.
30 currencies
Pick yours. Light or dark, one tap.
Yours to shape
Rename, recolour or remove any category. Turn off anything you do not need.
Keep the file
Export a backup or a CSV whenever you like. It works offline.
Questions people ask
Do I need to be good with spreadsheets?
No. There are no formulas to write and nothing to set up. Type what each account is worth and the tracker does the arithmetic.
Which statement files actually work?
CSV, TSV, OFX, QFX and TXT always work — look for Export or Download in your online banking. Text-based PDFs usually work. Scans, photos and screenshots cannot be read, and the agent tells you so before it builds anything.
Where do my figures live?
Saved to your AIBasePro account, so the tracker opens with the same numbers on any device. Export a backup any time for a copy you control.
How often should I update it?
Once a month. Update the balances, record a snapshot, done. The history chart and projection both sharpen as the months add up.
Is this financial advice?
No. The tracker organises figures you provide and projects them forward using assumptions you control. It does not account for tax, fees or market risk, and it is not a substitute for advice from a qualified professional.
At a Glance
What you getA private net worth tracker
OutputA live web tool, plus a file you keep
Fills in fromYour bank statements, optionally
CoversBalances, cash flow, projection
Currencies30 to choose from
SavingAutomatic — no save button
Deploy LivePRO Subscription
Works onPhone, tablet and desktop
Skill neededNone — no spreadsheets
Free trial
Build one tracker at no cost. You just need to be signed in, so it saves to your account.
PRO Subscription
Includes this agent and every other one on AIBasePro, and adds Deploy Live — a private link that keeps your figures with you across devices.
