Automated Fidelity Portfolio Weekly Report
Every Monday, WebRun signs in to Fidelity, reads the balance and holdings of each account, notes how the week moved and what cash is sitting uninvested, posts a plain-language summary to your Microsoft Teams channel, and opens a Trello card for every item you have asked to review, such as an uninvested cash balance or an account you have not looked at in a month.
How do I get a weekly summary of my Fidelity accounts?
WebRun signs in to Fidelity every Monday, reads the balance, weekly change, top holdings, and uninvested cash for each account, and posts a plain summary to your private Microsoft Teams channel. It then opens a Trello card for each review item you flagged. WebRun reads only and never places a trade.
- Every account is reviewed once a week without logging in yourself
- Uninvested cash and drifting weights surface as concrete review cards
- The summary is read-only, so no trade is ever placed by automation
Built for long-term investors · family offices · finance managers · advisers reviewing their own accounts
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 balances and positions
- Sign in to Fidelity and open the account summary
- Capture the current balance of each account and the change over the past week
- List the largest holdings in each account with their weight in the portfolio
- Note the uninvested cash balance and any pending activity or transfers
- Read the activity view for dividends, deposits, and anything you flagged as worth watching
Done when Every account has a captured balance, a weekly change, a holdings list, and a cash figure.
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2
Microsoft Teams - post the weekly summary
microsoft.com
WebRun opens Microsoft Teams to post the weekly summary. - Post a short summary to your private Teams channel with each account, its balance, and the change since last Monday
- List the top holdings by weight so concentration is visible
- State the uninvested cash total and any activity recorded during the week
- Keep the wording factual. WebRun reports numbers and never recommends a buy or a sell
Done when The weekly portfolio summary is posted in Teams.
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3
Trello - open a card for each review item
trello.com
WebRun opens Trello to open a card for each review item. - Open your finance board and add a card for each review item you have asked WebRun to watch
- Typical cards cover uninvested cash above your threshold, an account with no activity for a month, or a holding whose weight has drifted past your own limit
- Put the numbers in the card description so the context travels with it
- Move any card whose condition no longer applies to the done list instead of leaving duplicates
Done when The Trello board reflects this week's review items with no duplicates.
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 money?
No. WebRun only reads your Fidelity screens. It never places an order, never transfers funds, and never changes an account setting. Anything that moves money stays a decision you make yourself inside Fidelity.
Does it give investment advice?
No. WebRun reports the numbers it read: balances, weekly change, holdings weights, and cash. It does not rate holdings or suggest buys and sells, and it is not a licensed adviser.
Where does the summary go?
Into a private Microsoft Teams channel you choose, plus cards on your own Trello board. Both are internal, so no account detail is emailed out or posted anywhere public.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.