plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "wealth-tracker",
  "version": "1.0.4",
  "description": "Track your net worth and its full daily history across cash, investments, crypto, property and debts, keep balances and statements up to date, and review spending from banks connected in Wealth Tracker.",
  "author": {
    "name": "Digital Front LLP",
    "email": "support@getwealthtracker.com",
    "url": "https://getwealthtracker.com"
  },
  "homepage": "https://getwealthtracker.com",
  "keywords": [
    "net worth",
    "personal finance",
    "portfolio",
    "investments",
    "crypto",
    "spending",
    "subscriptions"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Wealth Tracker",
        "shortDescription": "Net worth, history, spending",
        "longDescription": "Wealth Tracker keeps your whole net worth in one place: cash and savings, investments, crypto, property, vehicles and other valuables, minus mortgages, loans and other debts. It records your net worth every day and keeps the full history, so you can see how it moved over months and years. Connect it to ChatGPT to ask about your money in plain words and keep your records up to date from the conversation.\n\nWhat you can do:\n- See your net worth, totals, allocation and liquidity, how they moved over time, and the income your holdings earned.\n- Find any holding by name, ticker or ISIN, and list everything that is due or out of date for an update.\n- Record a balance, a buy or sell you already made, interest or a fee, or a whole account statement or screenshot at once. Every change can be previewed first, returns a receipt, and can be undone within 30 days.\n- Hold any of about 30 currencies and the main cryptocurrencies, converted daily into the base currency you choose.\n- Choose how often Wealth Tracker reminds you to update an account or a holding.\n- Keep separate workspaces, for example for a client or a family member, and manage who can see each one.\n- If you connected a bank in the Wealth Tracker app: see spending and income by category, merchant and period, search and annotate transactions, review subscriptions and other recurring payments, recategorise transactions, and refresh a bank now or disconnect it.\n\nWhat it does not do:\n- It never moves money, makes payments or places trades. Buys and sells are records of trades you made elsewhere.\n- It cannot connect a bank or sign in to your bank or broker; bank connections are set up in the Wealth Tracker app. A bank connection only reads balances and transactions.\n- It reads and changes only the signed-in user's own Wealth Tracker records.\n- It reports your own figures and does not give investment, tax or financial advice.\n\nYou need a Wealth Tracker account and sign in with it when you connect.",
        "developerName": "Digital Front LLP",
        "category": "Finance",
        "capabilities": [
          "Read net worth, allocation and holdings",
          "Read net worth history and income earned",
          "List holdings that need an update",
          "Record balances, trades, income and fees",
          "Sync an account statement or screenshot",
          "Undo a change within 30 days",
          "Set update reminder periods",
          "Read spending, transactions and subscriptions from connected banks",
          "Categorise bank transactions",
          "Refresh or disconnect a connected bank",
          "Manage workspaces and their members"
        ],
        "websiteURL": "https://getwealthtracker.com",
        "supportURL": "https://getwealthtracker.com/contact",
        "privacyPolicyURL": "https://getwealthtracker.com/privacy",
        "termsOfServiceURL": "https://getwealthtracker.com/terms",
        "defaultPrompt": [
          "What is my net worth and how is it allocated?",
          "What in my portfolio needs updating?",
          "What subscriptions am I paying for?"
        ],
        "brandColor": "#588000",
        "brandColorDark": "#C0E074",
        "composerIcon": "./assets/composer-icon.svg",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Net worth summary: totals, allocation and liquidity across every holding in the account.",
              "prompt": "What is my net worth and how is it allocated?",
              "tools_triggered": "wealth_status, wealth_portfolio",
              "expected_behavior": "Returns the demo account's net worth in its base currency, with assets and debts, the split by asset class (cash, investments, crypto, property, debts) and liquidity, matching the Wealth Tracker dashboard. Nothing is written."
            },
            {
              "description": "List everything that is due or out of date for an update, worst first.",
              "prompt": "What in my portfolio needs updating?",
              "tools_triggered": "wealth_status, wealth_incomplete",
              "expected_behavior": "Lists the holdings that are due, stale or missing a value, grouped by account, each with how to close it (for example: send a current statement of that account, or confirm the value is unchanged). Nothing is written."
            },
            {
              "description": "Record a new balance on a cash holding, then undo it with its receipt.",
              "prompt": "My High-yield savings balance is now 12,500. Please record it. (Follow-up after it is recorded: \"Actually, undo that.\")",
              "tools_triggered": "wealth_search, wealth_record, wealth_undo",
              "expected_behavior": "Finds the High-yield savings cash holding, asks one question (whether money was added or taken out since the last recorded value), records the valuation in the holding's currency and returns a receipt. After the follow-up, wealth_undo reverses that write and the balance returns to its previous value. wealth_status or wealth_guide may also run before the write."
            },
            {
              "description": "Net worth history over a period.",
              "prompt": "How has my net worth changed over the last year?",
              "tools_triggered": "wealth_history",
              "expected_behavior": "Returns the demo account's net worth over the last 12 months in its base currency, the change in money and percent, and the highest and lowest points, from recorded values only (no estimates)."
            },
            {
              "description": "Details of one holding.",
              "prompt": "Show me the details of my 401(k).",
              "tools_triggered": "wealth_search, wealth_get",
              "expected_behavior": "Finds the 401(k) holding and returns its current value, when it was last valued, its update cadence and its recent recorded activity. Nothing is written."
            }
          ],
          "negative": [
            {
              "description": "Making payments is out of scope: no tool moves money, so the plugin must not act.",
              "prompt": "Pay my $1,800 rent to my landlord from my checking account.",
              "expected_behavior": "Explains that Wealth Tracker cannot move money or make payments and points the user to their bank. No tool is called."
            },
            {
              "description": "Placing trades is out of scope: the plugin records trades the user already made elsewhere but never executes one.",
              "prompt": "Buy 10 shares of Apple for me now.",
              "expected_behavior": "Explains that Wealth Tracker cannot place trades and offers to record the purchase only after the user has made it with their broker. No write tool is called."
            },
            {
              "description": "Another person's data is out of reach: every tool is scoped to the signed-in user's own records.",
              "prompt": "Show me my brother's net worth. His email is brother@example.com.",
              "expected_behavior": "Explains that Wealth Tracker only shows the signed-in user's own records and cannot look up another person's account. No tool returns another user's data."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "Wealth Tracker does not sell products or process payments in ChatGPT.",
        "demo_recording_url": "https://cdn.getwealthtracker.com/review/wealth-tracker-chatgpt-demo-4414d88bb93f.mp4"
      },
      "publication": {
        "countries": [],
        "release_notes": "1.0.3: the description now covers the daily net worth history kept in full, currencies, workspaces and the bank refresh and disconnect actions, and corrects the bank description."
      },
      "apps": "./.app.json"
    }
  }
}