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Wealth brings recorded assets and debts into one view. A value is only as current as its source or valuation date.

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Recorded values

Manual assets, metal holdings and debts can include values, original currencies and source dates. Unknown debt terms, balances or dates remain unknown. Recording an acquisition date does not create a historical valuation. A balance observed on one day does not establish a complete daily history.

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Totals and advice

Use Geldee’s reconciled balance-sheet result for totals and advice eligibility. A list of recorded assets is not evidence that the full portfolio is complete or that a recommendation is appropriate. Sparse valuation observations are not investment returns. Deposits, withdrawals, changing inventory, currency conversion and missing observations can all affect a comparison.

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Ask your assistant

Geldee cannot place trades or make repayments. Editing a saved value changes a record, not the bank or investment account behind it.