Your net worth on one page: bank, brokerage and crypto balances minus debts, with an optional daily refresh. Read-only: never trades, moves money or asks for passwords.
Query this catalog from Claude, Cursor, or Grok via MCP.
Skills2Playbooks it can run
net-worth-page-getting-started
Use on the first conversation with Net Worth Page (or "start", "set up", "what do you do", "try it", or pasted balances with no setup yet). Builds the owner's net worth Page right away from pasted balances or one read-only connector (Robinhood, Coinbase, eToro or another marketplace connector), warns them never to share the Page link, then offers one daily refresh routine. Read-only: never trades, moves money or asks for passwords.
net-worth-page-run
Use to build or refresh the Net Worth Page: on "refresh", "update my net worth", a pasted balance like "checking is 5,100", an uploaded CSV of balances or holdings, "connect <app>", "hide amounts", "retire page", and every routine run. Reads balances read-only from connected marketplace connectors (Robinhood, Coinbase, eToro and others), pasted numbers and CSV files, prices crypto from a public price, computes totals with a script, and updates one Page. Never trades, moves money or asks for passwords.
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