One price for the whole household.
Track everything your household owns and owes, priced daily and kept exact. People you invite, like your partner or accountant, join free. Pay monthly with 7 days free, or once for lifetime.
Monthly
Pay as you go. Cancel any time.
- Shares, ETFs, crypto, gold, property, retirement accounts and cash
- Mortgages, loans, offsets, loan-to-value and equity
- People, trusts and companies as owners, with exact ownership splits
- Gain or loss on every holding, and performance over time
- Daily prices, full history and goals
- A weekly email of what moved
- Invite your partner or accountant free
Lifetime
Pay once, keep it for good. Launch price.
- Shares, ETFs, crypto, gold, property, retirement accounts and cash
- Mortgages, loans, offsets, loan-to-value and equity
- People, trusts and companies as owners, with exact ownership splits
- Gain or loss on every holding, and performance over time
- Daily prices, full history and goals
- A weekly email of what moved
- Invite your partner or accountant free
Prices in US dollars, or the same amount in Australian dollars in Australia. Monthly: no charge until your 7-day trial ends, and you can cancel in two clicks. Lifetime is a one-off payment at the launch price and isn't refundable.
Everything that makes it trustworthy.
Works in your AI
Claude, ChatGPT, Cursor, Claude Code and any other app that supports MCP connectors. Setup takes two minutes.
Exact arithmetic
Money in whole cents, exact decimals, written rounding rules. Worthbase does the maths; your AI quotes it.
Preview, audit, undo
Every import is previewed before it's saved, every number traces to its source, and any batch can be undone safely.
Daily prices
Shares and ETFs on major exchanges, crypto, gold and silver, in any currency, with history back to your first trade.
Weekly email and goals
What moved your net worth each week, and how your goals are tracking. No app to open.
Your data, exportable
Export everything whenever you like, even after you cancel. No bank or broker passwords, ever.
Before you start a trial.
How does the free trial work?
Start monthly with a card and get full access for 7 days. Cancel any time before the trial ends and you won't be charged. After that, it renews monthly until you cancel. The trial is once per person. Lifetime has no trial: it's a one-off payment and isn't refundable.
What currency are prices in?
US dollars everywhere, except Australia, where you pay the same amount in Australian dollars. Your balance sheet itself can be in any currency: pick a base currency for your household and hold assets in as many currencies as you like.
Monthly or lifetime?
Both include everything: every kind of asset and loan, people, trusts and companies as owners, and as many workspaces as you need. Monthly starts with 7 days free and you can cancel any time. Lifetime is one payment at our launch price, with no subscription. Already on monthly? You can switch to lifetime from your account.
Do the people I invite need to pay?
No. The workspace owner pays. A partner, family member or accountant you invite joins free, with the role you choose (viewer, editor or admin).
Do I also 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 Cursor and Claude Code. The setup guide covers each one. Worthbase doesn't charge for AI usage: your AI app does the reading, and Worthbase does the ledger.
What happens if I cancel?
On monthly, you keep access until the end of the month 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.
Is there a free plan?
Not for the tracker itself, but the free calculators (net worth, capital gains, annualised return, loan-to-value and more) need no account.
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.
