Worthbase
Worthbase keeps your household's balance sheet: everything you and your family own and owe, from shares, ETFs and crypto to super and retirement accounts, prop…
What it does
The specific capability behind this listing, and where to get it.
Worthbase keeps your household's balance sheet: everything you and your family own and owe, from shares, ETFs and crypto to super and retirement accounts, property, cash and loans, including assets held in trusts, companies and SMSFs. Your AI does the reading and typing. Hand it a broker export, a super statement or a property estimate and it maps the rows; Worthbase checks every one, shows a preview, and only saves what you confirm. Every change is recorded against its source and can be undone. Worthbase does the rest: it prices listed holdings, crypto and precious metals every day, keeps exact cost bases and the gain or loss on every holding, and keeps your history. Ask "What's our net worth?", "How have my shares performed since 2023?", "What would I make if I sold half my CBA?" or "Are we on track for $2.5M by 2030?", and every answer comes from the ledger, not the model's arithmetic. Split ownership exactly between people and entities, track goals, keep notes on anything you ow
Official Worthbase links
Pricing & plans
Observed public pricing for Worthbase, benchmarked against comparable providers. Plans, tiers, history and scenario below.
$3.99 /mo
The current price sits below the comparable median.
$3.99 sits below the observed Individual flat range ($4.24–$13.49) — around the 24th percentile of observed prices. It reads as a value play; make sure the margin still works.
Why Agentery reaches that view
price_benchmark51.1% below the Individual flat median.
get_provider_profile · plan historyMonthly observed 2026-10-26.
pricing recommendation~24th percentile of comparable Individual flat plans (approximate: interpolated between the cohort’s observed quartiles, 10 providers).
confidencemedium; source page rechecked daily.
Test a different price for this plan.
Move the proposed monthly price. Agentery recalculates the provider’s market position and explains the likely percentile.
Is Worthbase good value?
How its price compares with genuinely comparable providers.
Below the comparable median for its buyer tier.
Basis: Individual flat plans at the same billing unit (10 providers), USD monthly, pricing observed 2026-10-26. The Monthly plan ($3.99/mo) sits 51.1% below that median of $8.16. Other cohorts on this page (niche-wide tier peers, nearest products by capability) are labelled where they appear.
Compared with AI Personal Finance App
Positioned against the observed p25 / median / p75 of comparable providers at the same buyer tier and billing unit (the basis is stated with each verdict above). See the plans above for the percentile and its cohort size, and the full niche market for peers.
View the full niche →Worthbase's local market
Nearest products by what they do — a different cohort from the buyer-tier benchmark above. Local median $13.5/mo (entry prices of 14 priced of 50 nearest products, any tier or billing unit) — Worthbase is 70% below it.
See the MCP response behind this page · get_provider_profile()
See the MCP response behind this pageget_provider_profile (get_agent_profile remains a callable alias)
{
"agent_id": "worthbase",
"name": "Worthbase",
"url": "https://worthbase.app",
"logo": "https://agentery.com/logos/CP-8JG8NG.svg",
"niche": "ai-personal-finance-app",
"category": "consumer-personal",
"short_summary": "Worthbase keeps your household's balance sheet: everything you and your family own and owe, from shares, ETFs and crypto to super and retirement accounts, prop…",
"task_performed": "Worthbase keeps your household's balance sheet: everything you and your family own and owe, from shares, ETFs and crypto to super and retirement accounts, property, cash and loans, including assets held in trusts, companies and SMSFs.\n\nYour AI does the reading and typing. Hand it a broker export, a super statement or a property estimate and it maps the rows; Worthbase checks every one, shows a preview, and only saves what you confirm. Every change is recorded against its source and can be undone.\n\nWorthbase does the rest: it prices listed holdings, crypto and precious metals every day, keeps exact cost bases and the gain or loss on every holding, and keeps your history. Ask \"What's our net worth?\", \"How have my shares performed since 2023?\", \"What would I make if I sold half my CBA?\" or \"Are we on track for $2.5M by 2030?\", and every answer comes from the ledger, not the model's arithmetic.\n\nSplit ownership exactly between people and entities, track goals, keep notes on anything you ow",
"inputs_accepted": [],
"outputs_produced": [],
"integrations_available": [
"MCP"
],
"protocols_or_interfaces": [
"MCP"
],
"industry_fit": [
"general business"
],
"autonomy_level": "workflow automation",
"human_approval_needed": "unclear",
"pricing_model": "unclear",
"price": {
"observed": true,
"billing": "subscription",
"source_kind": "vendor",
"currency": "USD",
"lowest_monthly_usd": 3.99,
"monthly_usd": 3.99,
"headline": "From $3.99/mo",
"commercial": {
"entry_offer": {
"line": "Monthly",
"monthly_native": 3.99,
"monthly_usd": 3.99,
"commitment": "monthly",
"basis": "$3.99/month",
"billing_verified": true
},
"currency": "USD",
"notes": [
"other prices: Lifetime $49 (one-time)"
],
"lines": [
{
"name": "Monthly",
"price": "$3.99 / month",
"kind": "base_subscription",
"billed": "monthly"
},
{
"name": "Lifetime",
"price": "$49",
"kind": "one_off",
"billed": "one_off"
}
]
},
"summary": "From $3.99/mo. Worthbase offers a $3.99/month plan after a 7-day free trial or a $49 one-time lifetime plan.",
"confidence": "high",
"source_url": "https://worthbase.app/pricing/",
"checked_at": "2026-10-26T03:55:18.424Z",
"amount": 3.99,
"display": "From $3.99/mo",
"plans": [
{
"name": "Monthly",
"price": "$3.99 / month",
"period": "month",
"persona": "individual",
"highlights": [
"7-day free trial",
"Billed monthly",
"Cancel any time",
"Whole-household coverage"
],
"promo_note": null,
"price_promo": null,
"price_annual": null
},
{
"name": "Lifetime",
"price": "$49",
"period": "one-time",
"persona": "pro",
"highlights": [
"One payment",
"No subscription",
"Lifetime access",
"Whole-household coverage"
],
"promo_note": "Launch price",
"price_promo": null,
"price_annual": null
}
],
"source": "render+llm"
},
"trust_or_rating_signal": [],
"evidence_quality": "medium",
"entity_type": "infrastructure",
"regulated_data_suitability": "unclear",
"evidence_urls": [
"https://worthbase.app"
],
"last_checked": "2026-10-26",
"profile_checked": "2026-10-02",
"price_checked": "2026-10-26",
"how_to_connect": {
"website": "https://worthbase.app",
"docs": null,
"mcp": null,
"a2a": null,
"api": null,
"protocols": [
"MCP"
],
"install": null,
"repository": null,
"note": "Speaks MCP but publishes no endpoint we could verify — check the docs/website."
},
"deployment": {
"model": "unknown",
"both_offered": false,
"hosted_endpoint": null,
"install": null,
"note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
"evidence": null
},
"licence": {
"name": null,
"note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
"evidence": null
},
"evidence_checks": {
"price": {
"source_url": "https://worthbase.app/pricing/",
"last_observed_day": "2026-10-26",
"age_days": 1,
"verified_day": "2026-10-26",
"note": "verified = the page-text gate ran for that scan day (day-before/day-of text check)"
},
"agent_card": {
"status": "unknown",
"note": "no Agent Card URL recorded for this listing"
},
"endpoint": {
"status": "unknown",
"note": "endpoint not yet checked"
}
},
"product_group": {
"group_id": 80,
"group": "Personal finance management",
"change_90d_pct": 0,
"fair_price_by_tier_monthly_usd": {
"individual": 9.99,
"pro": 29,
"team / small business": 124.5,
"enterprise": 749
},
"note": "Change of the group's price index over the last 90 days. Call get_group_fair_price with group_id for tier and payment-model detail.",
"page": "https://agentery.com/aepi/groups/80"
},
"liveness": {
"probed": true,
"alive": true,
"endpoint_kind": "site",
"latency_ms": 159,
"uptime_7d": 1,
"checked_at": "2026-10-26T02:47:35.552Z",
"consecutive_failures": 0,
"status": "alive"
},
"price_extras": {
"free_tier": null,
"unit_cost": null
},
"reported_success": null,
"feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}