WealthWelly

Your financial picture

Example figures. Fictional account.

4 October 2026
GBP · Whole household
Liquid only · History YTD

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.

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