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Net Worth Calculator

Adds up assets (cash, investments, retirement accounts, real estate, vehicles, other) and liabilities (mortgage, student, car and credit-card debt, other) to give net worth, liquid net worth and the debt-to-asset ratio.

When to use

You want a personal balance sheet: what is owned minus what is owed, how much of it is liquid, and how leveraged the household is.

Do not use when: You need monthly cash-flow ratios such as debt-to-income (use debt-to-income), or valuations of the assets themselves. Informational; not financial advice.

Formula

total_assets = cash_and_savings + investments + retirement_accounts + real_estate + vehicles + other_assets; total_liabilities = mortgage_balance + student_loans + car_loans + credit_card_debt + other_debts; net_worth = total_assets − total_liabilities; liquid_net_worth = cash_and_savings + investments − credit_card_debt − other_debts; debt_to_asset_ratio = total_liabilities / total_assets × 100

Simple balance-sheet arithmetic at the values entered; assets are counted gross with the related loans as liabilities, so a home with a mortgage contributes its full value and its full loan balance. Liquid net worth follows the common definition of excluding property, vehicles and retirement accounts while subtracting unsecured short-term debt.

Inputs

ParameterTypeUnitRequiredDescription
cash_and_savingsnumberdefault 0Checking, savings and money-market balances. Range: ≥ 0, ≤ 1000000000000
investmentsnumberdefault 0Brokerage accounts, funds, bonds and crypto at current market value (outside retirement accounts). Range: ≥ 0, ≤ 1000000000000
retirement_accountsnumberdefault 0401(k), IRA, pension or superannuation balances. Range: ≥ 0, ≤ 1000000000000
real_estatenumberdefault 0Market value of homes and land owned (gross, before the mortgage). Range: ≥ 0, ≤ 1000000000000
vehiclesnumberdefault 0Resale value of cars, boats and other vehicles. Range: ≥ 0, ≤ 1000000000000
other_assetsnumberdefault 0Business equity, valuables, money owed to you. Range: ≥ 0, ≤ 1000000000000
mortgage_balancenumberdefault 0Outstanding principal on home loans. Range: ≥ 0, ≤ 1000000000000
student_loansnumberdefault 0Outstanding student-loan balance. Range: ≥ 0, ≤ 1000000000000
car_loansnumberdefault 0Outstanding vehicle-loan balance. Range: ≥ 0, ≤ 1000000000000
credit_card_debtnumberdefault 0Revolving balances carried on cards. Range: ≥ 0, ≤ 1000000000000
other_debtsnumberdefault 0Personal loans, medical debt, taxes owed, money owed to others. Range: ≥ 0, ≤ 1000000000000

Outputs

OutputTypeUnitDescription
total_assetsnumberSum of all asset inputs.
total_liabilitiesnumberSum of all debt inputs.
net_worthnumbertotal_assets − total_liabilities (negative when debts exceed assets).
liquid_net_worthnumbercash_and_savings + investments − credit_card_debt − other_debts: what could be raised quickly without selling property or tapping retirement accounts.
debt_to_asset_ratio_percentnumber%total_liabilities / total_assets × 100 (absent when there are no assets).
breakdownlistNon-zero items as rows {item, amount, type} with type "asset" or "liability".
summarystringPlain-language statement of the balance sheet.

Example

Cash 20,000, investments 80,000, retirement 100,000, home 150,000; mortgage 180,000, car loan 20,000: {"cash_and_savings":20000,"investments":80000,"retirement_accounts":100000,"real_estate":150000,"mortgage_balance":180000,"car_loans":20000}{"total_assets":350000,"total_liabilities":200000,"net_worth":150000,"liquid_net_worth":100000,"debt_to_asset_ratio_percent":57.14}

Cash 5,000, investments 12,000, car 15,000; student loans 40,000, cards 6,000, car loan 10,000: {"cash_and_savings":5000,"investments":12000,"vehicles":15000,"student_loans":40000,"credit_card_debt":6000,"car_loans":10000}{"total_assets":32000,"total_liabilities":56000,"net_worth":-24000,"liquid_net_worth":11000,"debt_to_asset_ratio_percent":175}

GET https://tttkmbb.com/api/v1/calculate/net-worth?cash_and_savings=20000&investments=80000&retirement_accounts=100000&real_estate=150000&mortgage_balance=180000&car_loans=20000

Machine access

Sources

FAQ

Should I include my home and mortgage?

Yes, both: the home's market value as an asset and the mortgage principal as a liability. Net worth then contains the home equity; liquid net worth excludes it.

Why exclude retirement accounts from liquid net worth?

They usually cannot be withdrawn without penalties, taxes or preservation rules, so they are not available for short-term needs even though they count in total net worth.

Is a negative net worth unusual?

It is common early in a career, e.g. student loans exceeding savings; the ratio and trend over time matter more than a single snapshot.

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