Your whole net worth, kept by your AI.
Hand your AI a broker statement, a super report or a loan balance. Worthbase checks every row, does the arithmetic exactly, and keeps an audited balance sheet across your household, trusts and companies. Nothing is saved until you say yes.
Card required · cancel before day 3 and you pay nothing · A$10/month billed yearly
I've mapped all 41 rows. Nothing has been saved yet. Here's what Worthbase will do:
Your AI reads the paperwork. Worthbase keeps the books.
AI is great at reading messy statements and bad at arithmetic. So Worthbase splits the job: your assistant does the reading, and a strict ledger does the maths and the bookkeeping.
Connect once
Add Worthbase as a connector in Claude or ChatGPT, or any MCP client, with the address worthbase.app/mcp. Sign in, approve, done. It takes about two minutes.
Drop in your statements
Broker CSVs, super statements, property valuations, loan balances, even a screenshot. Your AI maps them. Worthbase validates every row and shows you a preview before anything is saved.
Ask anything
“What's our net worth?” “What if I sold half my CBA?” “What's my CGT for FY26?” Every answer comes from the ledger, not from the AI's arithmetic.
Built like a ledger, not a chatbot.
A balance sheet is only useful if you can believe it. Worthbase has the guarantees you'd expect from accounting software, while you do everything in plain conversation.
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Exact to the cent
Money is stored in whole cents and calculated with exact decimals. Rounding follows written rules, and cost bases always add up to the statement.
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Preview before every write
Your AI can't quietly change your numbers. Every import is shown to you first, including duplicates, conflicts and statement mismatches.
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Audited and undoable
Every number traces back to its source file and row. Undo replays the whole ledger and refuses if it would leave your history inconsistent.
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No bank passwords, ever
Worthbase never connects to your bank or broker. You decide exactly what goes in, and you can export all of it whenever you like.
| Batch | Source | Rows |
|---|---|---|
| Import · CommSec | CommSec_FY26.csv | 38 |
| Valuation · PPOR | Bank estimate PDF | 1 |
| Balance · Home loan | Statement Jun-26 | 1 |
| Import · Binance | binance_export.csv | 12 |
| Import · Binance | binance_export_v2.csv | 12 |
| Check · AustralianSuper | Annual statement | match |
Everything you own and owe, in one place.
Built for how Australian households actually hold wealth: joint names, trusts, SMSFs, offsets and a spreadsheet you've been meaning to update since 2021.
Households & entities
Split anything between people, trusts, companies and SMSFs by exact percentages. See net worth for the family or for each person.
Daily prices & history
ASX shares and ETFs, crypto and precious metals are priced daily, with history back to your first trade.
CGT estimates
Lots matched first-in first-out (or pick your own), the 12-month discount by owner type, and totals by financial year. Clearly marked as estimates.
Property & debt
Link loans to properties and offsets to loans. Equity, LVR and your effective balance are worked out for you.
What-if, safely
Simulate a sale before you make it: proceeds, the lots used, and the tax each owner would pay. Nothing is written.
Real performance
Total return including income and fees, and an annualised rate of return (XIRR) based on when your money actually went in and out.
Questions you can finally answer in seconds.
Simple pricing. Try it free for 3 days.
One subscription covers your whole household. People you invite, like your partner or accountant, join free.
Personal
For you and your household.
- One household workspace
- Shares, ETFs, crypto, gold, property, super and cash
- Loans, offsets, LVR and equity
- CGT estimates by financial year
- Daily prices and full history
- Invite your partner or accountant free
Family Office
For trusts, companies, SMSFs and partners.
- Everything in Personal
- Unlimited workspaces, one per entity or partnership
- Your net worth across every workspace
- CGT discounts per owner: individual, trust, SMSF, company
- Separate members and roles for each workspace
- Priority support
Prices in Australian dollars. You won't be charged until your 3-day trial ends. Cancel in two clicks from your account.
Good questions to ask before you trust us.
Do I need a paid Claude or ChatGPT plan?
You need an AI app that supports custom connectors (MCP). Claude supports them, ChatGPT supports them in developer mode on paid plans, and so do tools like Cursor and Claude Code. The setup guide walks through each one.
Can the AI make mistakes with my numbers?
It can misread a document, which is why nothing is saved without a preview you approve, and why you can reconcile against your statements. It can't do the arithmetic wrong, because it never does the arithmetic: every total, gain and conversion is calculated by Worthbase with exact decimals.
Does Worthbase connect to my bank or broker?
No. There are no bank logins and no screen-scraping. You bring the statements, and your AI turns them into entries you approve. It takes less effort than you'd think, and nobody holds your banking credentials.
Is this financial or tax advice?
No. Worthbase is a record-keeping and information tool. Capital gains figures are estimates to help you plan and to talk to your accountant. They aren't a tax return.
Who can see my data?
Only the people you invite to a workspace, with the role you give them. Each workspace is stored in its own isolated database. Read more on the security page.
How does the trial work?
Start either plan with a card. You get full access for 3 days. Cancel any time before then and you won't be charged. After that, the plan renews monthly or yearly until you cancel.
What if I cancel?
You keep access until the end of the period you've paid for. After that, your AI can't read or change your workspace until you subscribe again, but you can always sign in and export everything as a file.
Know exactly what you're worth.
Set it up in the time it takes to find last year's broker statement. Try it free for 3 days.
Start your trial