An incomplete total
Looking at investments alone leaves out property, cash, pensions and borrowing.
Features / Net Worth TrackingThe bigger picture.
Are we moving in the right direction?
The bigger picture.
And how it changes.
A useful wealth picture should not need rebuilding every time you look at it. As supported bank balances and investment prices refresh, linked values reduce the upkeep, while ownership and manually valued assets keep their essential context.
WHEN THE PICTURE ISN'T CLEAR
The questions behind the feature.
Double counting
Linked assets, company interests and underlying holdings need careful treatment.
Movement without explanation
A new valuation or added record can change the total without creating an investment gain.
LESS REKEYING. LESS UPKEEP.
Let the tools do more
of the repetitive work.
Linked bank values
Supported TrueLayer account balances provide a refreshable input to the asset picture.
Market-linked valuations
Supported holdings benefit from finance API price refreshes, reducing the need to re-enter market values.
Context, not false certainty
Property, private-business and other recorded valuations still need review. A refreshed total is only as complete as the records behind it.
HOW IT HELPS
From scattered details
to useful context.
Bring assets and liabilities together, with linked bank balances and supported market prices reducing manual updates. See the bigger picture without rebuilding a spreadsheet.
- 01
Bring both sides together
Review recorded assets and liabilities in the same household view.
- 02
Respect ownership
Consider ownership shares and linked records instead of adding every visible figure twice.
- 03
Review the movement
Use the intended history view to compare snapshots while checking deposits, repayments, valuation updates and missing data.
A CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
Continue to the app