WealthWelly
Your financial picture
Example figures. Fictional account.
4 October 2026
GBP · Your share
Excl. property · History YTD
Net worth£359,717.45
Assets£468,367.45
Debts£108,650.00
Recorded history
Historical observations and today's calculation. Balance changes include additions, removals, contributions, exchange rates and valuations.
Your balance sheet
| Item | Source and date | Value |
|---|---|---|
| Pensions | £314,081.37 | |
| State Pension | Recorded valuation18 August 2026 | £172,081.37 |
| SIPP | Statement18 August 2026 | £142,000.00 |
| Investments | £88,286.08 | |
| Stocks and shares ISA | Statement18 August 2026 | £64,500.00 |
| US brokerage | Statement18 August 2026 | £23,786.08Full native value US$31,400.00 FX date 2 October 2026 |
| Cash | £30,100.00 | |
| Easy access savings | Statement18 August 2026 | £28,000.00 |
| Joint current account50% owned | Statement18 August 2026 | £2,100.00 |
| Crypto | £18,900.00 | |
| Bitcoin cold wallet | Market price18 August 2026 | £18,900.00 |
| Vehicles | £11,800.00 | |
| 2021 Skoda Octavia | Statement18 August 2026 | £11,800.00 |
| Valuables | £5,200.00 | |
| Omega Speedmaster | Your estimate18 August 2026 | £5,200.00 |
| Debts | £108,650.00 | |
| Mortgage on Home in Leeds | Statement18 August 2026 | £107,000.00Owed |
| Amex | Statement18 August 2026 | £1,650.00Owed |
| Net worth | £359,717.45 | |