Prompt · Finance

Net Worth Snapshot

Reconstructs your net worth from scattered accounts into one snapshot.

Have ready: List all accounts with balances and all debts

Fill in · 3 fields

mortgage balance, car loan, student loans, credit cards, otherlast year/quarterX

Your prompt

Build my net worth statement from this mess of accounts.

Assets: [list each: account type, institution, balance, 401k, IRA, brokerage, savings, home value, car, HSA]
Liabilities: [mortgage balance, car loan, student loans, credit cards, other]

Produce: total assets, total liabilities, net worth, and a breakdown by category (retirement, cash, home equity, debt). Then calculate: my debt-to-asset ratio, months of expenses covered by liquid cash, and how my net worth changed vs [last year/quarter] if I give you the old number: $[X]. End with the single biggest lever to grow net worth fastest from here.

Paste it into Muse or any assistant. Blank fields stay as [brackets].

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