WealthWelly
Your financial picture
Example figures. Fictional account.
4 October 2026
GBP · Whole household
Liquid only · History 1M
Liquid assets£139,386.08
Assets£139,386.08
Debts£0.00
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 |
|---|---|---|
| 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 | £32,200.00 | |
| Easy access savings | Statement18 August 2026 | £28,000.00 |
| Joint current account50% owned | Statement18 August 2026 | £4,200.00 |
| Crypto | £18,900.00 | |
| Bitcoin cold wallet | Market price18 August 2026 | £18,900.00 |
| Liquid assets | £139,386.08 | |