Web App
Worthbase
Know your wealth, watch it grow — every asset and debt in the household on one balance sheet, priced daily, with your AI doing the paperwork.
Features
- Shares, ETFs, crypto, metals, property, super and loans in one ledger — across people, trusts, companies and SMSFs
- Holdings priced daily, with exact cost basis and Australian CGT estimates
- Drop in a statement — CSV, PDF or a screenshot — and AI import files it on the right accounts
- Connect Claude, ChatGPT, Cursor or Claude Code via MCP and run the whole thing in conversation
- Property equity, loan-to-value and offset accounts linked to their loans
- What-if simulations before you sell, goals with progress tracking, and a weekly email of what moved
- Full audit trail with undo
- No bank or broker passwords — you feed it statements, and you can export everything any time
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