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net-worth-report

Aggregate cash, investment, and debt data from Actual, Ghostfolio, and Finance Graph into a net worth report.

15|7|Updated Aug 6, 2025
Search Tags:#wealth management#personal finance#net worth#asset tracking#financial report#liability tracking
One-click install
npx skills add https://github.com/hvkshetry/StewardOS --skill net-worth-report
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: net-worth-report
Source: https://github.com/hvkshetry/StewardOS/tree/main/skills/personas/household-comptroller/net-worth-report
Command: npx skills add https://github.com/hvkshetry/StewardOS --skill net-worth-report

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill provides a consolidated view of a household's net worth by integrating data from various financial tools, ensuring accuracy and providing historical context.

Core Features & Use Cases

  • Data Aggregation: Pulls cash, investment, and debt data from Actual, Ghostfolio, and Finance Graph.
  • Net Worth Calculation: Computes total assets, total liabilities, and net worth with period-over-period change analysis.
  • Provenance Tracking: Includes source-level provenance and flags for stale or missing data.
  • Use Case: Generate a comprehensive monthly net worth statement for personal financial review or for sharing with financial advisors.

Quick Start

Generate a consolidated net worth report using the available financial tools.

Frequently Asked Questions about net-worth-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a consolidated net worth report from multiple financial tools?▼

A consolidated net worth report aggregates cash, investment, and debt data from Actual, Ghostfolio, and Finance Graph. It calculates total assets and liabilities to provide a comprehensive household financial statement.

What is the best way to track period-over-period changes in personal wealth?▼

Tracking period-over-period personal wealth changes is handled by analyzing aggregated asset and liability data over time. The report computes historical shifts in net worth, providing context for your financial planning and wealth tracking workflows.

How does data provenance work when aggregating asset and liability tracking data?▼

Data provenance includes source-level tracking and data quality flags for aggregated asset and liability data. This ensures you can identify stale or missing financial information from Actual, Ghostfolio, or Finance Graph.

Can I use this net worth report for sharing with a financial advisor?▼

Yes, you can use this net worth report for sharing with a financial advisor. It produces a comprehensive monthly statement by consolidating household financial data for personal financial review and planning.

Does the report work with Actual, Ghostfolio, and Finance Graph simultaneously?▼

Yes, the report works with Actual, Ghostfolio, and Finance Graph simultaneously. It integrates cash, investment, and debt data from all three tools to compute your total household net worth.

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