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net-worth-tracker

Build a simplified balance sheet and net worth trajectory from Wells Fargo statement data.

2|Updated Feb 25, 2026
Search Tags:#data transformation#personal finance#balance sheet#financial reporting#net worth#SerenDB#Wells Fargo
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill net-worth-tracker-terraleiloa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: net-worth-tracker
Source: https://github.com/terraleiloa/seren-skills/tree/main/wellsfargo/net-worth-tracker
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill net-worth-tracker-terraleiloa

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill turns Wells Fargo statement data plus optional manual entries into a simplified balance sheet and a net worth time series so you can understand how your finances change over time.

Core Features & Use Cases

  • Balance sheet generation: Converts account balance data and user-provided asset/liability entries into a simplified balance sheet.
  • Net worth trajectory: Computes net worth over multiple months to show a trend instead of a single snapshot.
  • SerenDB persistence: Saves computed net-worth data back into SerenDB for continued tracking and reporting.

Quick Start

Use the net-worth-tracker skill to produce a 12-month net worth trajectory from your Wells Fargo statement data, optionally adding a manual entries file for assets and liabilities.

Frequently Asked Questions about net-worth-tracker

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

FAQPage Schema
How do I track net worth over time using Wells Fargo statement data?▼

Net worth trajectory is a time series of your total assets minus liabilities calculated over multiple months, showing financial trends rather than a single snapshot to help you understand how your finances change.

Can I add manual asset and liability entries to my balance sheet alongside bank data?▼

The Skill resolves SerenDB connectivity, queries your account balances, transforms the data into a balance sheet, renders the report, and upserts the computed results back into SerenDB for continued tracking.

Do I need SerenDB to generate a balance sheet from my account balances?▼

SerenDB is required for persistence, as the Skill queries balances from SerenDB and upserts the computed net-worth data back into it, but the core balance sheet generation processes your Wells Fargo statement data directly.

What's the best way to visualize a 12-month personal finance trend from bank statements?▼

The best way to visualize a 12-month personal finance trend is by using this Skill to compute a net worth trajectory from your Wells Fargo statement data, rendering a month-by-month financial report for ongoing review.

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