Automated Acorns Monthly Investment Digest
On the first Monday of each month, WebRun opens Acorns, reads the past month's round-up and recurring investment activity plus the current portfolio balance, texts you a short summary of what was actually invested, and saves the full monthly statement to Google Drive for your records.
How do I get a monthly summary of my Acorns round-ups and investments?
WebRun reads your Acorns activity once a month, totaling round-ups and recurring investments that actually processed along with your current portfolio balance. It texts you a short summary through Twilio and saves the full statement to Google Drive, so you always know what was really invested without opening the app or setting anything up yourself.
- You always know exactly how much was actually invested that month
- A missed or failed recurring deposit becomes visible instead of silently assumed
- A full statement archive builds in Drive with zero manual downloading
Built for micro-investors · new investors · Acorns users · budget-conscious savers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.acorns.comin a real browser with your saved login - no setup, no API keys. -
1
Acorns - read round-up and investment activity
acorns.com
WebRun opens Acorns to read round-up and investment activity. - Open Acorns and read the past month's round-up transactions
- Read any recurring investment deposits that were processed
- Note the current portfolio balance and its change from last month
Done when The month's round-up total, recurring deposits, and current balance are captured.
-
2
Twilio - text the monthly summary
twilio.com
WebRun uses Twilio to text the monthly summary. - Text the total round-up amount and recurring deposits invested this month
- Include the current portfolio balance and its change since last month
- Keep the message to a few lines
Done when This month's summary text has been sent.
-
3
Google Drive - archive the statement
drive.google.com
WebRun opens Google Drive to archive the statement. - Save a summary of the month's activity as a file in an Acorns Statements folder
- Name the file with the month and year
- Keep each month as its own file
Done when This month's statement is saved alongside the running history.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun set up or change my round-up or recurring investment settings?
No. WebRun only reads activity that already happened and reports on it. It never sets up, modifies, or cancels a recurring investment, and it never moves money into or out of your account.
What if a recurring deposit failed that month?
It reads whatever Acorns shows as actually processed, so a failed or skipped deposit simply will not appear in that month's invested total, making the gap visible rather than assumed.
Can I see more than the text summary?
Yes. The full monthly statement is saved to Google Drive, so you can open it any time for the complete list of round-ups and deposits.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.