Net Worth Tracker Aggregator Across Accounts

WHAT IT DOES

This script scans financial dashboard and account pages for account balances—checking, savings, investment, credit card, loan, and mortgage balances—and displays a floating overlay aggregating all accounts into a net worth summary. It extracts account names, balances, and types from the page, calculates total assets, total liabilities, and net worth. A summary shows color-coded indicators: green for positive net worth, red for negative. A breakdown by account type shows the balance for each category. An asset allocation chart visualizes how your assets are distributed across account types. A one-click export function saves net worth data as CSV or JSON. All net worth snapshots are stored per domain locally for tracking over time.

WHERE IT RUNS

Works on any financial dashboard or account page—banking portals, investment platforms, credit card websites, loan servicers, or any page displaying account balances. The script detects account balances using common currency patterns and selectors, making it compatible with most financial websites.

HOW TO USE

The panel appears automatically when you visit a financial dashboard. It detects accounts and their balances, then displays a net worth summary with total assets, total liabilities, and net worth color-coded for positive or negative. The account type breakdown shows balances by category (Checking, Savings, Investment, Credit Card, Loan, Mortgage, etc.). The asset allocation chart shows how your assets are distributed. The account list shows each account with its balance and type. Click "Refresh Data" to rescan for updated account information. Export net worth data as CSV for spreadsheet analysis or as JSON for programmatic use. Use "Clear History" to reset stored snapshots for the current domain. The panel automatically saves a snapshot each time you visit, building a history of your net worth.

TECHNICAL MECHANISM: ACCOUNT BALANCE EXTRACTION WITH TYPE CLASSIFICATION AND NET WORTH CALCULATION

The script uses a comprehensive detection strategy. It searches for account containers using selectors (.account, .account-item, .balance-item, .row) and falls back to scanning divs, list items, and paragraphs with currency amounts and account-related keywords. For each account, it extracts the name from account-name elements or by identifying capitalized text, the balance using a currency parser that handles $ symbols and commas, and the account type using keyword detection against a list of common account types (checking, savings, investment, credit card, loan, mortgage, CD, money market). The account type classification determines whether the account is an asset (checking, savings, investment, CD, money market) or a liability (credit card, loan, mortgage). Total assets and liabilities are calculated by summing balances of each category, and net worth is assets - liabilities. The asset allocation chart shows the percentage distribution of assets by type. Each snapshot stores the account list with balances and types, total assets, total liabilities, net worth, and timestamp, capped at 30 entries per domain. The export function generates CSV with account details and summary statistics.

THE PANEL

The net worth tracker appears in a draggable, resizable panel that remembers its position per site. The panel shows the net worth summary, account type breakdown, asset allocation chart, account list, and history. Drag by the header to reposition, collapse to a compact icon with a click, and resize using the bottom-right corner. The panel snaps to screen edges for tidy placement and closes with the Escape key. All settings—panel position—persist per website using GM_setValue, so your view returns exactly as you left it.

PLEASE NOTE

This script requires the free BotGentz extension to run. The script relies on common financial page structures—if a site uses a non-standard layout, account detection may be incomplete. The script does not access your financial account credentials—all data is read from the visible page and stored locally. The account type classification uses keyword matching and may not be 100% accurate for all accounts. The asset allocation chart shows the distribution of asset accounts only; liabilities are not included in the allocation chart. All data is stored locally in your browser via GM_setValue and never transmitted.