Automated Bitfinex Balance Digest
Every morning, WebRun signs in to Bitfinex, reads your wallet balances, open positions and orders still resting, writes a plain-language digest with the change since yesterday, posts it to Slack, and files the same summary in Microsoft Teams for the wider desk.
How do I get a daily summary of my exchange balances and open positions?
WebRun signs in to Bitfinex every morning, reads your wallet balances, open positions and resting orders, and notes what filled overnight. It posts a plain digest with the change since yesterday to Slack and files the identical summary in Microsoft Teams. The workflow is read-only: no order is ever placed.
- The whole desk starts the day on the same numbers
- Overnight fills are named explicitly, not discovered later
- Nothing in the workflow can place or cancel an order
Built for crypto treasury teams · trading desks · fund operations · active traders
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.bitfinex.comin a real browser with your saved login - no setup, no API keys. -
1
Bitfinex - read balances and open positions
bitfinex.com
WebRun opens Bitfinex to read balances and open positions. - Sign in to Bitfinex and read the balance of each wallet you hold
- Capture open positions with their size, entry and current unrealised result
- List orders still resting on the book and note anything that filled since the last run
Done when Balances, open positions and resting orders are captured as of this morning.
-
2
Slack - post the morning digest
slack.com
WebRun opens Slack to post the morning digest. - Post the digest to your trading channel in Slack
- Lead with total balance by wallet and the change since yesterday's run
- List open positions and resting orders underneath, largest exposure first
Done when The trading channel has this morning's position digest.
-
3
Microsoft Teams - file the summary for the desk
microsoft.com
WebRun opens Microsoft Teams to file the summary for the desk. - File the same summary in your Microsoft Teams finance channel so it sits with the rest of the record
- Keep the wording identical to the Slack post so there is one version of the truth
- Note explicitly which orders filled overnight, since those are the changes people ask about
Done when The finance channel holds a dated copy of this morning's summary.
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
Will it place trades or move funds?
No. This workflow is read-only. WebRun never places an order, never cancels one, never withdraws, and never transfers between wallets. It reads the screens you already look at and writes a summary.
Is this financial advice?
No. The digest reports your own balances, positions and fills as the exchange shows them. It contains no recommendation to buy, sell or hold, and WebRun is not a licensed adviser.
Where does the summary go?
Only to the internal Slack and Microsoft Teams channels you nominate. Nothing is posted publicly, emailed outside your team, or shared with anyone you have not added to those channels.
Related templates
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