Automated Fidelity Dividend Income Tracking
When a payment lands, WebRun opens Fidelity, reads the activity history across your accounts, records every dividend and interest credit with its date, security, account and amount, keeps the tax filing dates on your Google Calendar, and sends you a running income total in Telegram.
How do I keep a record of every dividend and interest payment?
WebRun opens Fidelity whenever a payment lands and reads your activity history for dividend and interest credits. It logs each one with its date, account, security and amount, keeps your tax deadlines on Google Calendar, and sends the new credits plus a year to date total to Telegram.
- The year's income record is complete before tax season starts
- Every credit is logged once with its account and security named
- A running year to date total arrives in Telegram after each payment
Built for private investors · bookkeepers · self-employed savers · family offices · retirees
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.fidelity.comin a real browser with your saved login - no setup, no API keys. -
1
Fidelity - read dividend and interest credits
- Open Fidelity and go to the activity history for each account you track
- Filter to dividend and interest transactions since the last run
- Capture the date, account, security or fund, description and amount for each credit
- Match each credit to the position it came from and skip anything already logged
Done when Every new dividend and interest credit is recorded once, with its date, account and amount.
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2
Google Calendar - keep tax dates in view
calendar.google.com
WebRun opens Google Calendar to keep tax dates in view. - Keep the tax dates you care about on your Google Calendar, such as quarterly estimate deadlines and the filing date
- Attach the income total logged so far to each reminder so the number is there when you need it
- Add a reminder ahead of each deadline rather than on the day itself
- Leave every other event on the calendar untouched
Done when Your tax deadlines carry the current income total from the log.
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3
Telegram - send the running total
telegram.org
WebRun opens Telegram to send the running total. - Send a short Telegram note listing the new credits with security, account and amount
- Include the running total for the year to date and for the current quarter
- Point out any payment that is noticeably larger or smaller than the last one from the same holding
Done when You have the new credits and the year to date total in Telegram.
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 trade or move money in my account?
No. WebRun only reads your activity history. It never places a trade, transfers funds or changes an account setting, and this template is a record-keeping job only.
Will it double count a payment?
No. It checks each credit against what is already logged by date, account and security, so a payment seen on a previous run is skipped.
Is this tax advice?
No. It keeps a dated record of the income your accounts actually paid. What you do with that record is between you and your accountant.
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