Keep a running record of every dividend for tax time
Every morning, WebRun signs in to Freetrade, reads the activity feed for dividends, interest, and cash movements posted since the last run, writes each one into an Airtable ledger with the holding, date, and amount, and sends Telegram a short note of what landed.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I keep a record of my dividends for a tax return?
WebRun signs in to Freetrade every morning, reads the activity feed for dividends, interest, and cash movements since the last run, and writes each into an Airtable ledger with the holding, date, and amount. It sends a short Telegram note of what landed, so the tax return is not a scramble through the app.
- Every dividend is logged the morning after it lands
- A year to date total is always current, not reconstructed in January
- Nothing is logged twice, so the ledger matches the account
Built for private investors · bookkeepers · accountants · self assessment filers
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
freetrade.ioin a real browser with your saved login - no setup, no API keys. -
1
Freetrade - read dividends and cash activity
freetrade.io
WebRun opens Freetrade to read dividends and cash activity. - Sign in and open the activity feed for each account
- Read entries posted since the last run: dividends, interest, deposits, and withdrawals
- Capture the holding, the date, the amount, and the account it landed in
- Note any withholding shown against a dividend
Done when Every new activity entry is captured with its holding, date, and amount.
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2
Airtable - write the running ledger
airtable.com How to Automate Airtable
WebRun opens Airtable to write the running ledger. - Append a row per entry to the ledger table
- Record date, account, holding, type, amount, and any withholding
- Match against existing rows so nothing is logged twice
- Keep a running total per tax year so the year to date figure is always current
Done when The ledger matches the Freetrade activity feed with no duplicates.
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3
Telegram - note what landed today
telegram.org How to Automate Telegram
WebRun opens Telegram to note what landed today. - Send a short note listing today's dividends and cash movements
- Include the year to date dividend total from the ledger
- Stay silent on days with no new activity
Done when You know what landed today without opening the app.
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 buy or sell anything in my account?
No. WebRun only reads the activity feed and copies it into a ledger. It never places an order, never moves cash, never withdraws, and never changes an account setting. Reading and recording is the whole job.
Does it give investment advice?
No. WebRun records what already happened: dividends, interest, deposits, and withdrawals. It does not rate holdings, suggest trades, or offer any financial advice. Your accountant reads the ledger, not a recommendation.
Will the same dividend get logged twice?
No. Each run matches new activity against rows already in Airtable by date, holding, and amount, so a re-read of the feed never duplicates an entry.
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