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    Your whole
    financial life.
    Clearly in view.

    From everyday money to your next big move. Bring your finances together and see what matters.

    Explore the suite Take a closer look
    One account. Your finances stay yours.
    FDX WealthIllustrative previewJD

    YOUR HOUSEHOLD

    Your money, at a glance.

    Total net worth

    $842,500.00+$62,500 over one year
    $850k$800k$750k
    OctJanAprJulSep
    What you own
    Property$620,000
    Investments$286,000
    Cash & savings$104,000

    This month’s savings

    $2,450Income less spending
    Sample data · USD · 30 Sep 2026

    A look inside FDX Wealth

    Meet FDX Suite

    A place for every part
    of your financial life.

    Skip product story

    FDX Wealth

    Your financial life, clearly in view.

    See where you stand, what needs attention and what is happening across your personal finances.

    Explore Wealth
    FDX WealthIllustrative preview
    OverviewCash FlowNet Worth

    Personal & household / September

    Wealth Position

    Your net worth£284,500Assets less liabilities
    Total assets£342,000
    Total liabilities£57,500

    Assets at a glance

    Cash
    Investments
    Property

    Needs Attention 2 items

    Review uncategorised activity3 transactions to review
    Review your household budgetSeptember spending

    This month

    Money in£5,400
    Money out£3,600
    Net cash flow£1,800
    Personal workspaceSample data · GBP

    Illustrative web interface. Fictional data.

    Understand where your money goes.

    See what comes in, what goes out and how your cash flow changes over time.

    FDX WealthIllustrative preview
    OverviewCash FlowNet Worth

    Personal & household / September

    Cash Flow

    Net cash flow this month£1,800Income less spending
    Total inflows£5,400
    Total outflows£3,600

    Cash flow over time

    FebSep

    Blue: inflows · Light blue: outflows

    Income & spending

    Salary£5,000
    Other income£400
    Home & bills£2,200
    Everyday spending£1,400
    A clearer view of what comes in, and where it goes.
    Personal workspaceSample data · GBP

    Know where you stand.

    See what you own, what you owe and how your financial position is changing.

    FDX WealthIllustrative preview
    OverviewCash FlowNet Worth

    Personal & household / September

    Net Worth

    Your net worth£284,500Assets less liabilities
    Total assets£342,000
    Total liabilities£57,500

    Assets at a glance

    Cash
    Investments
    Property

    What you own. What you owe.

    Cash£22,000
    Investments£70,000
    Property£250,000
    Total assets£342,000
    Mortgage£50,000
    Personal debt£7,500
    Total liabilities£57,500
    Personal workspaceSample data · GBP

    FDX Terminal

    One Terminal. Two ways to manage capital.

    Portfolio for long-term and strategic investing. Desk for tactical investing and trading.

    Explore Terminal
    Portfolio

    Build the long-term picture.

    See what you own, how your capital is allocated and how your investments are performing.

    FDX Terminal / PortfolioIllustrative preview
    Overview PlanRecordsReports

    Long-term portfolio

    Capital in perspective.

    Portfolio value£70,000
    Period change · example+2.4%
    Time horizon10 years
    Equities60%
    Fixed income30%
    Cash10%
    FDX Terminal / DeskIllustrative preview
    Calendar PlaybookTradesReviews

    September · example month

    Every decision. In context.

    Net P&L · example+£240
    Result in R+1.2R
    Risk breaches0
    MonTueWedThuFri
    1
    2
    3+£901 trade · Reviewed
    4
    5
    6
    7+£901 trade · Reviewed
    8
    9−£1201 trade · Reviewed
    10
    11
    12
    13+£901 trade · Reviewed
    14
    15
    16
    17+£901 trade · Reviewed
    18
    19
    20
    Plan

    Objectives & target allocation

    Records

    Accounts, activity & valuations

    Reports

    Performance & allocation

    Illustrative web interface. Fictional data.

    Desk

    Trade with structure.

    Bring strategy, risk, execution and review together in one disciplined trading environment.

    FDX Terminal / PortfolioIllustrative preview
    Overview PlanRecordsReports

    Long-term portfolio

    Capital in perspective.

    Portfolio value£70,000
    Period change · example+2.4%
    Time horizon10 years
    Equities60%
    Fixed income30%
    Cash10%
    FDX Terminal / DeskIllustrative preview
    Calendar PlaybookTradesReviews

    September · example month

    Every decision. In context.

    Net P&L · example+£240
    Result in R+1.2R
    Risk breaches0
    MonTueWedThuFri
    1
    2
    3+£901 trade · Reviewed
    4
    5
    6
    7+£901 trade · Reviewed
    8
    9−£1201 trade · Reviewed
    10
    11
    12
    13+£901 trade · Reviewed
    14
    15
    16
    17+£901 trade · Reviewed
    18
    19
    20
    Overview

    Expectancy, risk & drawdown

    Playbook

    Strategies, setups & risk

    Positions & trades

    Track open exposure

    Executions

    Review execution records

    Reviews

    Reflect on your decisions

    FDX Ledger

    Finances for your business, made simpler.

    Keep your records organised, reconciled and easy to understand.

    Planned product · Illustrative previewExplore Ledger
    FDX LedgerIllustrative preview

    Example business / Financial overview

    A clear set of books.

    Receivables£24,800
    Payables£12,400
    Cash balance£48,600

    Recent journal entries

    Sales invoice · INV-024£4,200
    Supplier payment · PAY-018£1,800
    Bank receipt · REC-032£6,400
    Reconciliation overview Records ready for review
    Receivables & payables
    Reconciliation
    Financial statements
    Entity reporting

    Illustrative web interface. Fictional data.

    FDX Network

    Share the financial story you choose.

    Share progress, ideas and financial snapshots you choose to make public, then discuss them with people who care about finance.

    Explore Network
    FDX NetworkIllustrative preview
    Your communityProgress, perspectives and conversations
    JL
    JL
    Jamie L.Personal finances · 2h

    A little more breathing room this month. Reviewing our household spending helped us see where we could save.

    Wealth snapshot / September33.3%Saving rate£1,800 saved from £5,400 income
    12 people found this useful2 replies
    Alex M.

    Was there one category that made the biggest difference?

    Jamie L.

    Reviewing recurring bills was a useful place to start.

    SK
    Sam K.Portfolio observations · 4h

    My monthly portfolio check-in. I’m looking at how the mix has changed over time, rather than following every daily move.

    Portfolio snapshot / September60 / 30 / 10Equities / Bonds / CashAn example allocation shared for discussion
    24 people found this useful6 replies
    Morgan R.

    How often do you review your allocation?

    Sam K.

    Once a month helps me keep the bigger picture in view.

    AR
    Alex R.Community questions · 6h

    A first savings milestone: one month of essential expenses set aside. Small, regular contributions made this feel more manageable.

    Personal milestone1 monthA little more peace of mindBuilding a buffer, one contribution at a time
    38 people found this useful8 replies
    Jamie L.

    Those small steps really add up. Thanks for sharing your progress.

    Alex R.

    Seeing everyone’s check-ins helped me stay consistent.

    You’re all caught up with these conversations.

    Illustrative web interface. Fictional data.

    Life gets more complex.
    Your view stays clear.

    Personal finances. Investing and trading. Business records. Financial conversations. Four specialised products, with a familiar way to work.

    Wealth

    Personal & household finances

    Terminal

    Portfolio & Desk

    Ledger

    Business accounting · Planned

    Network

    Financial community

    Your records. Your choice.

    Choose the financial snapshots you make public. Keep the underlying private records out of the conversation.

    A clearer financial life
    starts here.

    Explore plans Meet the suite