Automated Saxo Bank Daily Account Digest
Every morning, WebRun opens Saxo Bank, reads your total account value and exposure across asset classes such as stocks, bonds, and FX, texts you a short digest through Twilio, and saves any newly available monthly statement to Google Drive so your records build automatically.
How do I get a daily digest of my Saxo Bank account?
WebRun checks your Saxo Bank account every morning, reading total value and exposure across asset classes like stocks, bonds, and FX, then texts you a short digest through Twilio. It also saves each new monthly statement to Google Drive as soon as it becomes available, giving you a quick daily read plus a growing, organized archive.
- Account value and exposure are texted before you open the app
- Every monthly statement is archived automatically as soon as it is published
- No manual downloading of statements from the account section
Built for multi-asset investors · Saxo Bank clients · active investors · international investors
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.home.saxoin a real browser with your saved login - no setup, no API keys. -
1
Saxo Bank - read account value and exposure
home.saxo
WebRun opens Saxo Bank to read account value and exposure. - Open Saxo Bank and read total account value and today's change
- Read exposure broken down by asset class
- Check whether a new monthly statement has become available
Done when Today's account value, exposure, and statement availability are captured.
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2
Twilio - text the daily digest
twilio.com
WebRun uses Twilio to text the daily digest. - Text today's total account value and its change from yesterday
- Include the asset class with the largest exposure
- Keep the message to a few lines
Done when Today's digest text has been sent.
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3
Google Drive - archive the monthly statement
drive.google.com
WebRun opens Google Drive to archive the monthly statement. - Save any newly available monthly statement to a Saxo Statements folder
- Name the file with the statement month and year
- Skip this step entirely on days with no new statement
Done when Any new monthly statement is archived alongside prior months.
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 WebRun buy or sell anything in my Saxo Bank account?
No. WebRun only reads your account value and exposure and reports on them. It never places, cancels, or modifies an order, and it never moves funds in or out of the account.
What counts as exposure in the digest?
How your account value breaks down across asset classes such as stocks, bonds, and FX, so you can see at a glance where concentration sits, not just the total balance.
Does it save every statement automatically?
Yes. As soon as Saxo Bank makes a new monthly statement available, WebRun saves it to your Google Drive folder, so a full archive builds without you downloading anything.
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