Automated Degiro Tax Document Filing
Every Monday, WebRun signs in to Degiro, collects the account statements, transaction history, and annual reports available for the tax year, records each one in a Notion folder named by period, and tells you in Telegram which months are still missing.
How do I collect all my brokerage statements for tax time?
WebRun organises your brokerage paperwork every Monday. It signs in to Degiro, collects the account statements, transaction history, and annual report figures for the tax year, files each period into a named Notion page, and tells you in Telegram which months are still missing.
- Every statement period is filed and named as it appears
- Missing months are named weeks before the filing deadline
- Tax preparation starts from one complete Notion folder
Built for private investors · accountants · self-employed traders · households filing returns
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.degiro.comin a real browser with your saved login - no setup, no API keys. -
1
Degiro - collect statements and reports
degiro.com
WebRun opens Degiro to collect statements and reports. - Sign in to Degiro and open the account statements and reports section
- List the statements available for the current tax year, with their period and date
- Read the transaction history and the annual report figures for the same period
- Note the closing portfolio value and cash funds position at each period end
Done when Every available statement and report for the tax year has been located and read.
-
2
Notion - file each document by period
notion.so
WebRun opens Notion to file each document by period. - Create a page per period in your tax folder in Notion, named by year and month
- Record the statement figures: opening and closing value, transactions, and cash movements
- Keep a single index page listing every period and whether it is complete
Done when Notion holds a named page per period with an index showing what is complete.
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3
Telegram - report what is still missing
telegram.org
WebRun opens Telegram to report what is still missing. - Send a short Telegram note listing any period with no statement recorded yet
- Confirm how many periods are filed and how many are outstanding for the tax year
- Leave any download or submission to you. WebRun files the figures, it never submits a return
Done when You know in Telegram exactly which periods are still missing.
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 it trade or move money in the account?
No. WebRun only reads statements and reports. It never places an order, transfers cash, or changes a position, and file uploads are blocked outright by the policy.
Will it file my tax return?
No. WebRun collects and organises the documents so whoever prepares the return has everything in one Notion folder. Submitting the return is always done by a person.
What if a statement is not published yet?
The period is listed as missing in the Telegram note, and the next Monday run picks it up as soon as it appears, so the gap closes on its own.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.