plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "worthbase",
  "version": "1.0.2",
  "description": "Your household balance sheet: net worth, holdings, performance, gains and goals, priced daily.",
  "author": {
    "name": "Arigato Consulting Pty Ltd",
    "email": "support@worthbase.app",
    "url": "https://worthbase.app"
  },
  "homepage": "https://worthbase.app",
  "keywords": [
    "net worth",
    "portfolio",
    "balance sheet",
    "investment tracker",
    "investments",
    "household finance"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Worthbase",
        "shortDescription": "Track your household net worth",
        "longDescription": "Ask questions about everything your household owns and owes.\n\nConnect your Worthbase account to track shares, crypto, super, property, cash and loans, priced daily. Give ChatGPT a statement and it records it for you: you see a preview card and save it with one click, and every change can be undone. Open the dashboard from the sidebar for your net worth, its trend, holdings and goals at a glance, or update several values at once in a form. Each week you get a short email with what moved.\n\nExample questions:\n- What's our net worth?\n- How have my shares performed this year?\n- What would I make if I sold half my CBA?\n- Are we on track for $2.5M by 2030?\n- Summarise what we own, person by person\n- Our home was valued at $1.85M today. Update it.\n\nWorthbase never asks for bank or broker logins.",
        "developerName": "Arigato Consulting Pty Ltd",
        "category": "Finance",
        "capabilities": [
          "An interactive dashboard of net worth, its trend, holdings and goals, also in the sidebar",
          "Import broker, exchange and super statements with a preview card before saving",
          "Net worth for the household or one person, by asset class and owner",
          "Performance, total return and XIRR over time",
          "Gain or loss on each holding, and simulated sales",
          "Undo any import or change"
        ],
        "websiteURL": "https://worthbase.app",
        "supportURL": "https://worthbase.app/setup/#trouble",
        "privacyPolicyURL": "https://worthbase.app/privacy/",
        "termsOfServiceURL": "https://worthbase.app/terms/",
        "defaultPrompt": [
          "Show my Worthbase dashboard.",
          "How have my shares performed over the last year?",
          "Import this broker statement and show me the preview first."
        ],
        "logo": "./assets/logo.png",
        "composerIcon": "./assets/composerIcon.png"
      },
      "review": {
        "demo_recording_url": "https://youtu.be/ONm5JOYaFiM",
        "test_cases": {
          "positive": [
            {
              "description": "Household net worth and split by asset class",
              "prompt": "What's our net worth, and how is it split between shares, super and property?",
              "tools_triggered": "show_dashboard, get_net_worth",
              "expected_behavior": "Net worth of about A$1.84M for the Carter Family, with assets by class (property, super, listed shares, crypto, cash) and the home loan as the liability. ChatGPT may show the Worthbase dashboard: net worth, a two-year chart, assets by class, the largest holdings and two goals; clicking a holding opens its detail."
            },
            {
              "description": "Performance over time",
              "prompt": "How has our portfolio performed over the last three years?",
              "tools_triggered": "get_performance, get_history",
              "expected_behavior": "Net worth history over about three years and returns for VAS, CBA, NDQ and Bitcoin, including total return and XIRR."
            },
            {
              "description": "One owner's share of the household",
              "prompt": "What's Sam's share of our net worth?",
              "tools_triggered": "get_net_worth",
              "expected_behavior": "Sam's share only: half of the home, home loan and savings, plus Sam's CBA shares and Hostplus super."
            },
            {
              "description": "Gain before a sale (nothing is saved)",
              "prompt": "If Jordan sold all the NDQ today, how much would the gain be?",
              "tools_triggered": "simulate_sale",
              "expected_behavior": "Proceeds, cost base and the gain on Jordan's 300 NDQ units (about A$6,200). Worthbase returns no tax figures; ChatGPT may add general context on the CGT discount itself. No sale is recorded."
            },
            {
              "description": "Update a value: preview card, save and undo",
              "prompt": "Our home was valued at $1.85M today. Update it.",
              "tools_triggered": "record, commit",
              "expected_behavior": "ChatGPT asks to allow the write, previews one valuation (A$1.85M for the home, dated today) and, since the user asked to update it, saves it. The Worthbase card shows Saved: net worth up A$70,000 (from about A$1.84M), the home's value before and after, and an Undo button. If the reviewer asks to see the preview first, nothing is saved until \"Save to Worthbase\" on the card. Undo asks to confirm and reverses it."
            }
          ],
          "negative": [
            {
              "description": "Moving money: says plainly that Worthbase can't move money or connect to banks, and doesn't record a transfer that hasn't happened",
              "prompt": "Log in to my bank and send $5,000 to Sam's account now."
            },
            {
              "description": "Placing a trade: says Worthbase can't place trades; may offer to record a purchase only once the user has made it",
              "prompt": "Place an order on the ASX to buy 100 VAS for me right now."
            },
            {
              "description": "Connecting to a broker: says Worthbase can't log in to or sync with brokers, and offers to import a statement export instead",
              "prompt": "Connect to my CommSec account and sync my trades automatically."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "Worthbase doesn't sell anything or process payments in ChatGPT, and shows no plans, prices or checkout links there. Subscriptions are managed on worthbase.app."
      },
      "publication": {
        "release_notes": "Initial release: an interactive dashboard (also in the ChatGPT sidebar), preview cards with Save and Undo, and a form to update several values. Sharing (inviting people, roles, accepting invites) is managed on worthbase.app."
      },
      "apps": "./.app.json"
    }
  }
}