WealthWelly

Your financial dashboard

Overview

4 October 2026 GBP

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Liquid assets

£137,286

Your share

+£15,672(+12.9%)in this period

£120k£125k£130k£135k£140k1 November 2025: £121,613.981 December 2025: £121,337.121 January 2026: £121,004.071 February 2026: £121,779.651 March 2026: £128,542.761 April 2026: £128,794.331 May 2026: £128,479.491 June 2026: £128,552.781 July 2026: £133,535.2017 August 2026: £134,039.2918 August 2026: £136,714.5519 August 2026: £136,663.1720 August 2026: £136,544.1821 August 2026: £136,493.5622 August 2026: £136,493.5623 August 2026: £136,493.5624 August 2026: £136,530.6625 August 2026: £136,534.0426 August 2026: £136,537.4227 August 2026: £136,618.8328 August 2026: £136,617.1329 August 2026: £136,617.1330 August 2026: £136,617.1331 August 2026: £136,692.261 September 2026: £136,705.972 September 2026: £136,788.593 September 2026: £136,764.434 September 2026: £136,707.695 September 2026: £136,707.696 September 2026: £136,707.697 September 2026: £136,705.978 September 2026: £136,680.279 September 2026: £136,647.8110 September 2026: £136,724.8511 September 2026: £136,745.4812 September 2026: £136,745.4813 September 2026: £136,745.4814 September 2026: £136,769.6015 September 2026: £136,788.5916 September 2026: £136,835.3217 September 2026: £136,974.8818 September 2026: £137,031.1819 September 2026: £137,031.1820 September 2026: £137,031.1821 September 2026: £136,941.5822 September 2026: £136,997.7223 September 2026: £137,151.7024 September 2026: £137,251.8925 September 2026: £137,194.5426 September 2026: £137,194.5427 September 2026: £137,194.5428 September 2026: £137,174.8929 September 2026: £137,203.4830 September 2026: £137,133.901 October 2026: £137,226.762 October 2026: £137,286.084 October 2026: £137,286.08Nov 25Feb 26Jun 26Oct 26
£120k£125k£130k£135k£140k1 November 2025: £121,613.981 December 2025: £121,337.121 January 2026: £121,004.071 February 2026: £121,779.651 March 2026: £128,542.761 April 2026: £128,794.331 May 2026: £128,479.491 June 2026: £128,552.781 July 2026: £133,535.2017 August 2026: £134,039.2918 August 2026: £136,714.5519 August 2026: £136,663.1720 August 2026: £136,544.1821 August 2026: £136,493.5622 August 2026: £136,493.5623 August 2026: £136,493.5624 August 2026: £136,530.6625 August 2026: £136,534.0426 August 2026: £136,537.4227 August 2026: £136,618.8328 August 2026: £136,617.1329 August 2026: £136,617.1330 August 2026: £136,617.1331 August 2026: £136,692.261 September 2026: £136,705.972 September 2026: £136,788.593 September 2026: £136,764.434 September 2026: £136,707.695 September 2026: £136,707.696 September 2026: £136,707.697 September 2026: £136,705.978 September 2026: £136,680.279 September 2026: £136,647.8110 September 2026: £136,724.8511 September 2026: £136,745.4812 September 2026: £136,745.4813 September 2026: £136,745.4814 September 2026: £136,769.6015 September 2026: £136,788.5916 September 2026: £136,835.3217 September 2026: £136,974.8818 September 2026: £137,031.1819 September 2026: £137,031.1820 September 2026: £137,031.1821 September 2026: £136,941.5822 September 2026: £136,997.7223 September 2026: £137,151.7024 September 2026: £137,251.8925 September 2026: £137,194.5426 September 2026: £137,194.5427 September 2026: £137,194.5428 September 2026: £137,174.8929 September 2026: £137,203.4830 September 2026: £137,133.901 October 2026: £137,226.762 October 2026: £137,286.084 October 2026: £137,286.08Nov 25Apr 26Oct 26
Explore a point to see its recorded value.
Cash and other accessible assetsExample data
View the history as a table
DateRecordValue
1 November 2025Corrected record£121,613.98
1 December 2025Corrected record£121,337.12
1 January 2026Corrected record£121,004.07
1 February 2026Corrected record£121,779.65
1 March 2026Corrected record£128,542.76
1 April 2026Corrected record£128,794.33
1 May 2026Corrected record£128,479.49
1 June 2026Corrected record£128,552.78
1 July 2026Corrected record£133,535.20
17 August 2026Corrected record£134,039.29
18 August 2026Dated snapshot£136,714.55
19 August 2026Dated snapshot£136,663.17
20 August 2026Dated snapshot£136,544.18
21 August 2026Dated snapshot£136,493.56
22 August 2026Dated snapshot£136,493.56
23 August 2026Dated snapshot£136,493.56
24 August 2026Dated snapshot£136,530.66
25 August 2026Dated snapshot£136,534.04
26 August 2026Dated snapshot£136,537.42
27 August 2026Dated snapshot£136,618.83
28 August 2026Dated snapshot£136,617.13
29 August 2026Dated snapshot£136,617.13
30 August 2026Dated snapshot£136,617.13
31 August 2026Dated snapshot£136,692.26
1 September 2026Dated snapshot£136,705.97
2 September 2026Dated snapshot£136,788.59
3 September 2026Dated snapshot£136,764.43
4 September 2026Dated snapshot£136,707.69
5 September 2026Dated snapshot£136,707.69
6 September 2026Dated snapshot£136,707.69
7 September 2026Dated snapshot£136,705.97
8 September 2026Dated snapshot£136,680.27
9 September 2026Dated snapshot£136,647.81
10 September 2026Dated snapshot£136,724.85
11 September 2026Dated snapshot£136,745.48
12 September 2026Dated snapshot£136,745.48
13 September 2026Dated snapshot£136,745.48
14 September 2026Dated snapshot£136,769.60
15 September 2026Dated snapshot£136,788.59
16 September 2026Dated snapshot£136,835.32
17 September 2026Dated snapshot£136,974.88
18 September 2026Dated snapshot£137,031.18
19 September 2026Dated snapshot£137,031.18
20 September 2026Dated snapshot£137,031.18
21 September 2026Dated snapshot£136,941.58
22 September 2026Dated snapshot£136,997.72
23 September 2026Dated snapshot£137,151.70
24 September 2026Dated snapshot£137,251.89
25 September 2026Dated snapshot£137,194.54
26 September 2026Dated snapshot£137,194.54
27 September 2026Dated snapshot£137,194.54
28 September 2026Dated snapshot£137,174.89
29 September 2026Dated snapshot£137,203.48
30 September 2026Dated snapshot£137,133.90
1 October 2026Dated snapshot£137,226.76
2 October 2026Dated snapshot£137,286.08
4 October 2026Current calculation£137,286.08
Selected assets
£137,286

Everything you own, at your share

Selected debts
£0

No debts included in this view

Liquid assets
£137,286

Available instantly or within days

What you own

Asset allocation

View assets
Global equities: 64.3%Cash: 21.9%Crypto: 13.8%
  • Global equities64.3%£88.3k
  • Cash21.9%£30.1k
  • Crypto13.8%£18.9k
Build your own balance sheet

The detail behind your total

Your balance sheet

Start tracking
Your ownership share. Liquid assets only
Asset or accountValue source30 day changeValue
Investments2£88,286.08
Stocks and shares ISA
ISA SSDays
Statement18 August 2026£0Since 4 September 2026£64,500.00
US brokerage
GIADays
Statement18 August 2026+£578Since 4 September 2026£23,786.08Full native value US$31,400.00
Exchange rate from 2 October 2026
Cash2£30,100.00
Easy access savings
Instant
Statement18 August 2026£0Since 4 September 2026£28,000.00
Joint current account
50% ownedInstant
Statement18 August 2026£0Since 4 September 2026£2,100.00
Crypto1£18,900.00
Bitcoin cold wallet
Days
Market price18 August 2026£0Since 4 September 2026£18,900.00
Liquid assets£137,286.08

Values are dated. Estimates are labelled. A balance change is not the same as investment return.

A little more perspective

Your wealth at a glance

Your share, liquid assets only

Debt to assets

Not included

This view excludes debts. Switch to All assets to compare.

Accessible share

100%

Assets in the instant and days tiers, divided by all selected assets.

Cash cover

9.4 months

Cash and savings divided by your stated monthly spending of £3,200.00. No new income assumed.

Largest recorded asset

47%

Stocks and shares ISA. Share of positive asset values before debts. An account may contain many investments.

Tomorrow, in perspective

Make room for
what comes next.

Best, mid and worst case. Your savings, your goal, your assumptions.

Open your planning studio

The Welly effect

More possibility.
Already yours.

Discover what a spare space, a watch or another asset could make possible.

Explore your opportunities

Know your numbers

Every value has a source.

Account balances, market prices and values you record stay clearly identified.

Build your own picture
Account feeds
0
Market prices
1
Recorded values
10
Index estimates
1

Example values show how source coverage will appear in your own account.

The daily difference

What changed?

£0.00

Your owned share, with only liquid assets selected, compared with 2 October 2026.

Previous record£137,286.08
Current picture£137,286.08

No recorded difference. Your current total matches the previous record.

A balance change can include spending, transfers, new valuations or market movements. These records do not separate income from investment returns.

Access to your money

Liquidity

How quickly the asset side could become cash.

Instant£30.1k
Days£107.2k
Months£0
Locked£0

Timing is a guide. Market conditions and account terms can affect access.

Look a little further

More from your whole picture

How your wealth is changingComposition, monthly movement and your biggest changes

Composition over time

£137.3k0Nov 25Oct 26
£137.3k0Nov 25Oct 26
Investments £88.3kCash £30.1kCrypto £18.9k

Highest recorded value £137,286, 4 October 2026. Up in 1 of 1 available monthly comparisons over the past year.

Top movers over 30 days

US brokerage+£578
Stocks and shares ISA£0
Easy access savings£0
Joint current account£0

A debt shrinking counts as moving up.

Your whole balance sheet as flows

This shows how your assets and debts add up across the whole portfolio. It is a balance sheet, not a cash flow statement.

Pensions £314.1kProperty £175.9kInvestments £88.3kCash £30.1kCrypto £18.9kVehicles £11.8kValuables £5.2kNet worth £535.6kOwed £108.6k
Pensions £314.1kProperty £175.9kInvestments £88.3kCash £30.1kCrypto £18.9kVehicles £11.8kValuables £5.2kNet worth £535.6kOwed £108.6k
Explore possible futuresTwenty year scenarios across your whole portfolio

Illustrative scenarios use your owned share across the whole portfolio. These are possibilities based on assumptions, not forecasts or guarantees.

best £5.8mlikely £1.5mworst £660.9know+20 years
best £5.8mlikely £1.5mworst £660.9know+20 years
Global financial crisis: £164.2k potential fall (25.5%)COVID-19 crash: £89.4k potential fall (13.9%)
Open planning studio
Your allowances and estateWhole portfolio estimates using your recorded circumstances

These estimates use your owned share, circumstances and recorded contributions. Review the assumptions before using them.

Allowance pace

ISA allowance£6,000 of £20,000
Pension allowance£0 of £60,000
Lifetime ISA£0 of £4,000

Inheritance tax estimate

£0

Estate £221.5k, nil rate bands £825.9k.

Review the assumptions
Could your assets earn more?Ideas to explore across the Welly family

ISA allowance still unused

£14,000 still open this tax year

You have £14,000 of this tax year's ISA allowance left. Money sheltered before 5 April grows free of income tax and capital gains tax.

Explore the idea

Earn tax free with the Rent a Room scheme

£7,500 a year

A furnished spare room in Home in Leeds can earn up to £7,500 a year tax free under the Rent a Room scheme. The allowance is halved if you split the income with someone else.

Explore the idea

Unclaimed Lifetime ISA bonus

£1,000 a year

Paying into a Lifetime ISA before 5 April earns a 25 per cent government bonus of up to £1,000 this tax year.

Explore the idea

Your whole worth, in one place. Spreadsheets get the boot.

Welcome to your wealth

Your wealth, together

A quick look at the tools around you.