.codex-plugin/plugin.json

{
  "name": "networthtrackr",
  "version": "0.5.0",
  "description": "Ask about your net worth, accounts, history and holdings in plain language, and record balances by asking. No bank login.",
  "author": {
    "name": "NetWorthTrackr",
    "email": "support@networthtrackr.com",
    "url": "https://www.networthtrackr.com"
  },
  "homepage": "https://www.networthtrackr.com/ai-agents",
  "keywords": [
    "net-worth",
    "personal-finance",
    "budgeting",
    "portfolio",
    "multi-currency"
  ],
  "mcpServers": "./.mcp.json",
  "interface": {
    "displayName": "NetWorthTrackr",
    "shortDescription": "Your net worth, in plain words",
    "longDescription": "NetWorthTrackr is a manual net worth tracker: you record what you own and owe, in any of 31 currencies, and it shows your net worth over time. This plugin gives you the same view inside the chat.\n\nAsk \"what is my net worth in dollars?\", \"how much did it change since January?\", \"what share of my assets is in rupees?\" or \"which holding has gained the most?\" and get answers from your real figures, converted to the currency you want. It can also make changes when you ask: record today's balances, create or update an account, add a stock or crypto position, or delete an entry.\n\nHow it keeps your data safe:\n- You sign in to NetWorthTrackr once and approve access. The chat gets a revocable token, never your password.\n- Every request is scoped to your own account by the same database rules the app uses.\n- There is no bank connection, so there is no bank credential anywhere in the chain.\n- Changes happen only when you ask. Deleting an account also requires its exact name.\n\nWhat it does not do: it cannot move money, trade, or connect to a bank. Balances are the ones you recorded.\n\nRequires a NetWorthTrackr account: https://www.networthtrackr.com",
    "developerName": "NetWorthTrackr",
    "category": "Finance",
    "capabilities": [
      "Net worth summary in any of 31 currencies",
      "Accounts and latest balances",
      "Net worth history over time",
      "Currency exposure",
      "Allocation by category",
      "Portfolio holdings and gains",
      "Record a balance",
      "Create, update and archive accounts",
      "Add and update holdings"
    ],
    "websiteURL": "https://www.networthtrackr.com/ai-agents",
    "supportURL": "https://www.networthtrackr.com/help",
    "privacyPolicyURL": "https://www.networthtrackr.com/privacy",
    "termsOfServiceURL": "https://www.networthtrackr.com/terms",
    "defaultPrompt": [
      "What is my net worth in dollars?",
      "How has my net worth changed over the last 12 months?",
      "Which of my holdings has gained the most?"
    ],
    "brandColor": "#B36B00",
    "brandColorDark": "#FFB454",
    "composerIcon": "./assets/logo.png",
    "logo": "./assets/logo.png"
  },
  "extensions": {
    "com.openai": {
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Net worth summary converted to another currency",
              "prompt": "What is my net worth in dollars?",
              "tools_triggered": "get_net_worth",
              "expected_behavior": "Calls get_net_worth with currency USD and states net worth, total assets and total liabilities in USD, with a link to the dashboard."
            },
            {
              "description": "Change over time",
              "prompt": "How has my net worth changed over the last 12 months?",
              "tools_triggered": "get_net_worth_history",
              "expected_behavior": "Calls get_net_worth_history for a 12 month period and reports the start and end values, the change in amount and percent, and the trend."
            },
            {
              "description": "Currency exposure",
              "prompt": "How much of my money is in each currency?",
              "tools_triggered": "get_currency_exposure",
              "expected_behavior": "Lists the share of assets per currency (EUR, USD, INR in the test account) with amounts converted to the user's currency."
            },
            {
              "description": "Record a balance after confirming",
              "prompt": "Record 5,000 euros in my Savings account for today.",
              "tools_triggered": "list_accounts, add_balance_entry",
              "expected_behavior": "Finds the Savings account with list_accounts, repeats back the change and asks for confirmation, then calls add_balance_entry and reports the saved balance with a link to the account."
            },
            {
              "description": "Holdings ranked by gain",
              "prompt": "Which of my holdings has gained the most?",
              "tools_triggered": "get_portfolio_holdings",
              "expected_behavior": "Calls get_portfolio_holdings and ranks the holdings (VTI, AAPL, MSFT, BTC-USD in the test account) by gain, with current values."
            }
          ],
          "negative": [
            {
              "description": "Money movement is not offered",
              "prompt": "Transfer 1,000 euros from my savings to my brokerage account."
            },
            {
              "description": "Trading is not offered",
              "prompt": "Buy 10 shares of Apple for me."
            },
            {
              "description": "Vague bulk delete is not performed",
              "prompt": "Delete everything."
            }
          ]
        },
        "demo_recording_url": "https://youtu.be/GF3cuO2S_34",
        "commerce": false,
        "commerce_description": "NetWorthTrackr does not sell products or process payments through this plugin. It records balances the user enters; it cannot move money or trade."
      },
      "publication": {
        "release_notes": "First release: ask about net worth, accounts, history, currency exposure, allocation and holdings, and record balances, accounts and holdings when asked."
      }
    }
  },
  "apps": "./.app.json"
}