Automated Futu Holdings Export and Summary
Every Monday, WebRun opens Futu, reads holdings across every market in the account, logs each position with quantity and value to a Google Sheet, and updates a Notion summary page with the total portfolio value and allocation.
How do I keep an automatically updated export of my Futu holdings?
WebRun reads your Futu portfolio every Monday, capturing every holding across every market with its quantity and current value. It logs each position to a Google Sheet and updates a Notion summary with total value and allocation, so your holdings record stays current without exporting statements or entering figures by hand.
- Holdings are logged the same week they change, not reconstructed later
- A running export replaces manually downloading statements
- Allocation across markets is visible in one Notion summary
Built for Futu investors · moomoo users · international investors · multi market 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.futunn.comin a real browser with your saved login - no setup, no API keys. -
1
Futu - read portfolio holdings
- Open Futu and review holdings across every market in the account
- Capture the symbol, quantity, and current value for each position
- Note total portfolio value and cash balance
Done when Every current holding is captured with its quantity and value.
-
2
Google Sheets - log each position
google.com
WebRun opens Google Sheets to log each position. - Open the holdings export sheet
- Update or add a row for each position with this week's quantity and value
- Remove any row for a position no longer held
Done when The sheet reflects every current holding, with closed positions removed.
-
3
Notion - update the summary page
notion.so
WebRun opens Notion to update the summary page. - Open the portfolio summary page
- Update total value, cash balance, and allocation by market
- Never place or modify an order on Futu
Done when The Notion summary reflects this week's total value and allocation.
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 WebRun place any trades on Futu?
No. WebRun only reads your existing holdings and reports on them. It never places, cancels, or modifies an order, and it never moves money in or out of your Futu account.
Why keep the export outside Futu?
A running Sheets export is easier to search, chart, and share with an accountant or advisor than exporting statements from the app each time you need a record.
What happens when I close a position?
The next Monday's read no longer finds it among your holdings, so its row is removed from the sheet and the Notion allocation updates to match.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.