A net worth and portfolio tracker inside ChatGPT.
Worthbase turns ChatGPT into a portfolio tracker and net worth app for your household. Connect it once, then hand ChatGPT a broker export or a pension statement, or just ask what you're worth. ChatGPT does the reading and the conversation; Worthbase keeps the ledger, does every calculation exactly and asks for your approval before anything is saved.
What does Worthbase add to ChatGPT?
ChatGPT is good at reading a messy CSV or a PDF statement. On its own, it has no memory of your finances between chats and it can slip on arithmetic. Worthbase is the ChatGPT finance app that fixes both: a permanent, exact record ChatGPT reads from and writes to through a connector.
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A ledger that persists
Holdings, trades, valuations, loans and owners are stored in your Worthbase workspace, not in the chat. Start a new conversation tomorrow and it's all there.
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Server-side arithmetic
Totals, currency conversion, cost bases, gains and returns are calculated by Worthbase with exact decimals. ChatGPT quotes the figures; it doesn't compute them.
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It keeps working after the chat
Daily prices for shares, ETFs, crypto, gold and silver, a net worth history, goals, and a weekly email.
Nothing is saved yet. Here's the preview (illustrative figures):
What do you need to use it in ChatGPT?
Two things: a ChatGPT plan that can add custom connectors, and a Worthbase trial or subscription. Today ChatGPT supports custom connectors through developer mode on paid plans. OpenAI changes these menus from time to time, so check the setup guide for the current steps.
1 · Turn on developer mode
In ChatGPT's settings, under apps and connectors, switch on developer mode.
2 · Add the connector
Create a connector named Worthbase with the address https://worthbase.app/mcp and OAuth sign-in. There's no key to paste.
3 · Sign in and chat
Sign in to Worthbase, approve access, and pick Worthbase in a new chat. Start by asking it to set up your household.
Things to ask ChatGPT once it's connected.
Is it safe to let ChatGPT edit my finances?
ChatGPT can't quietly change your numbers. Every import is a preview first, showing new holdings, duplicates, conflicts and the net worth change, and it's saved only when you say yes. Every change is audited back to its source file and row, and any import can be undone; undo replays your whole history and refuses if the result would be inconsistent. Nothing is ever hard-deleted. Worthbase never connects to your bank or broker, never moves money and never places trades. Text inside your documents is treated as data, never as instructions. More on the security page.
Worthbase in ChatGPT questions.
Does it work on the free ChatGPT plan?
Custom connectors currently need developer mode, which OpenAI offers on paid plans. The setup guide lists the plans and current steps.
Can I use Claude as well as ChatGPT?
Yes. Your data lives in Worthbase, not in either app, so you can connect Claude, ChatGPT, Cursor or Claude Code to the same workspace and switch between them.
Does OpenAI see my financial data?
When you ask ChatGPT a question, Worthbase sends it the answer, which OpenAI then handles under its privacy terms and your account settings. Worthbase only sends what the tool you called returns, and only to apps you've connected.
Will ChatGPT give me investment advice through Worthbase?
Worthbase tells connected apps it doesn't give financial advice. ChatGPT can show your figures, performance and a simulated sale, but Worthbase won't recommend what to buy or sell.
Let your AI keep the books.
Worthbase tracks everything your household owns and owes, prices it daily and does every calculation exactly. Connect it to Claude or ChatGPT in two minutes.
