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Net Worth Calculation

Comprehensive net worth tracking with asset and liability aggregation, trend analysis, and financial health scoring

Complexity: Moderate | Duration: 15-30m | Category: Personal/Productivity

Tags: net-worth financial-tracking assets liabilities wealth-management

Workflow Diagram​

Steps​

Step 1: Assets​

Agent: asset

aggregator - Gather all asset values (cash, investments, property)

Step 2: Liabilities​

Agent: liability

manager - Compile all debts (mortgage, loans, credit cards)

Step 3: Calculate​

Agent: net

worth-tracker - Compute total net worth (assets - liabilities)

Step 4: Trend​

Agent: net

worth-tracker - Compare to previous months and calculate growth

Step 5: Breakdown​

Agent: net

worth-tracker - Visualize asset/liability composition

Step 6: Score​

Agent: net

worth-tracker - Generate financial health score

Step 7: Goals​

Agent: net

worth-tracker - Track progress toward net worth milestones

Step 8: Report​

Agent: net

worth-tracker - Create shareable net worth statement

Usage​

To execute this workflow:

/workflow personal/productivity/net-worth-calculation.workflow

See other workflows in this category for related automation patterns.