Automated AvaTrade Statement Archiving
Every Monday, WebRun signs in to AvaTrade, opens the account statement for the past week, records the closed positions, deposits, withdrawals, and fees, sends the running archive entry to your WhatsApp records thread, and texts you a one-line confirmation through Twilio that the week is filed.
How do I keep a record of my trading statements for tax time?
WebRun archives your AvaTrade statements every Monday. It reads the past week's closed positions, deposits, withdrawals, and fees, files the entry with a running year to date total in a WhatsApp records thread, and texts you a Twilio confirmation, so tax season starts from a complete record.
- Every week's statement is filed the day it closes
- Closed positions, fees and cash movements sit in one running record
- Tax season starts from an archive rather than a platform hunt
Built for retail traders · self-employed investors · bookkeepers · anyone filing a tax return with trading activity
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.avatrade.comin a real browser with your saved login - no setup, no API keys. -
1
AvaTrade - read the weekly account statement
avatrade.com
WebRun opens AvaTrade to read the weekly account statement. - Sign in to your AvaTrade account and open the account statement or history for the past seven days
- Capture every closed position with its instrument, open and close date, size, and realised result
- Capture deposits, withdrawals, and any fees or financing charges applied during the week
Done when The week's closed positions, cash movements, and fees have all been read.
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2
WhatsApp - file the week's record
whatsapp.com
WebRun opens WhatsApp to file the week's record. - Send the week's entry to your own records thread: the date range, each closed position, and the cash movements
- Total the realised results, the deposits, the withdrawals, and the fees for the week
- Carry forward a running year to date total so the archive answers the tax question directly
Done when The week's statement entry is filed in your records thread with a year to date total.
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3
Twilio - confirm the archive is up to date
twilio.com
WebRun opens Twilio to confirm the archive is up to date. - Text yourself a one-line confirmation: the week filed, the number of closed positions, and the year to date total
- Flag in the same text any week where the statement could not be read, so a gap in the archive is never silent
- Keep the text to your own number. WebRun never messages your accountant or anyone else without you approving it first
Done when You have this week's confirmation text and know the archive has no gaps.
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
Can it place or close trades?
No. WebRun only reads your statement history. It never opens a position, closes one, moves money, or changes any setting on your AvaTrade account.
Will it send my statements to my accountant?
No. The archive goes to your own WhatsApp records thread and a confirmation text to your own number. Sharing anything with an accountant stays your decision.
Is this tax advice?
No. WebRun files a factual record of closed positions, cash movements, and fees. What that means for your tax return is a question for a qualified accountant.
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