# Net Worth Dashboard AI Agent Connect

> Net Worth Dashboard MCP gives your AI client the ability to track, calculate, and analyze your financial position. Instead of manually updating spreadsheets, you can ask your agent to check your current standing, see how your assets are distributed, or identify where you might be over-exposed to risk. It turns your raw financial data into actionable insights through a single connection.

## Overview
- **Category:** finance
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_eJ6mGVPCIGYvHUollkou0JtczVUE69Pb9LfaKxW9/ai-agent-connect
- **Tags:** net-worth, assets, liabilities, wealth-management, financial-metrics

## Description

You can stop guessing where your money is going. This MCP gives your AI client the specific tools needed to manage and analyze your personal or business wealth. You can use it to get a high-level view of your current financial position by comparing assets against liabilities. If you want to see if your portfolio is too heavy in one area, your agent can check your asset allocation or identify concentration risks. It also tracks how your net worth changes over time, so you can see if you are actually moving toward your goals. Because Vinkius hosts this MCP, you don't have to worry about the technical setup. You just connect it to your preferred client and start asking questions about your money.

## Tools

### summarize_category_exposure
This tool identifies financial risks by showing where your wealth is too concentrated in specific categories.

### calculate_current_standing
Use this to get a high-level overview of your current assets and liabilities.

### get_asset_allocation
This tool analyzes how your wealth is distributed across different asset classes.

### calculate_growth_metrics
This tool determines how much your net worth has changed compared to a previous point in time.

## Prompt Examples

**Prompt:** 
```
What is my current net worth if I have $50,000 in assets and $20,000 in liabilities?
```

**Response:** 
```
Your current net worth is $30,000.
```

**Prompt:** 
```
How is my wealth distributed if I have $10,000 in Cash and $40,000 in Stocks?
```

**Response:** 
```
Your asset allocation is 20% Cash and 80% Stocks.
```

**Prompt:** 
```
My previous net worth was $100,000. Now it is $120,000. What is my growth?
```

**Response:** 
```
Your net worth increased by $20,000, which is a 20% growth.
```

## Capabilities

### Wealth Overview
Your agent calculates your total standing by weighing assets against liabilities.

### Risk Identification
The AI checks for concentration risks in your specific financial categories.

### Growth Tracking
Your client measures net worth changes over specific time periods.

### Portfolio Analysis
The MCP breaks down how your wealth is spread across different assets.

## Use Cases

### Monthly Wealth Reviews
Ask your agent to run growth metrics to see how your net worth changed since last month.

### Risk Management
Use the exposure tool to see if you have too much money tied up in a single asset class.

### Portfolio Rebalancing
Check your asset allocation to decide if you need to move funds between categories.

### Financial Snapshot
Get an immediate calculation of your current standing during a quick check-in.

## Benefits

- Eliminates manual math by letting your agent handle all net worth calculations.
- Provides instant visibility into asset concentration and potential risks.
- Tracks wealth progression over time without needing complex spreadsheets.
- Works with your existing AI workflow in clients like Claude or Cursor.

## How It Works

Setting up this MCP takes seconds because Vinkius handles the hosting and management.

1. Subscribe to the Net Worth Dashboard MCP on Vinkius.
2. Connect your preferred MCP-compatible client like Claude or Cursor.
3. Provide your financial data to your agent.
4. Ask questions to trigger the specific financial tools.

## Frequently Asked Questions

**How do I connect this MCP to my AI?**
You connect once through your MCP-compatible client like Claude or Cursor. Vinkius hosts the MCP and manages the connection for you.

**What clients can I use with this MCP?**
You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

**Do I need to host the MCP myself?**
No. Vinkius hosts and manages the MCP, so it is ready to use immediately after you connect.

**Can I track my growth over time?**
Yes. The calculate_growth_metrics tool allows your agent to determine how your net worth has changed compared to previous data points.

**Will this help me find investment risks?**
Yes. The summarize_category_exposure tool specifically highlights concentration risks in your financial categories.

**How do I calculate my current financial position?**
You can use the `calculate_current_standing` tool by providing your current assets and liabilities.

**Can I track my wealth growth over time?**
Yes, use `calculate_growth_metrics` with your current data and a previous net worth snapshot to see your progress.

**How can I identify if I am too heavily invested in one category?**
The `summarize_category_exposure` tool helps you find categories that exceed a specific percentage threshold of your total assets.