Automated IG Expiry and Margin Reminders
Every morning, WebRun opens IG, reads every open position for its expiry date if it has one and the account's overall margin level, creates a Trello card for any position expiring within 5 days, and posts an alert to Microsoft Teams if margin level has dropped within the safety threshold you set.
How do I track upcoming IG position expiries and margin risk?
WebRun checks your open IG positions every morning for anything expiring within 5 days and reads the account's overall margin level, creating a Trello card for upcoming expiries and posting a Microsoft Teams alert only when margin level drops within your set safety threshold. Closing a position or adding funds is always left for you to decide.
- No position expires as a surprise, since every one gets a 5-day heads-up
- Margin risk is caught before it becomes a call, not after
- Quiet days stay quiet. Teams alerts only fire on a genuine margin risk
Built for IG traders · CFD traders · options traders · active retail traders
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.ig.comin a real browser with your saved login - no setup, no API keys. -
1
IG - read position expiries and margin level
ig.com
WebRun opens IG to read position expiries and margin level. - Open IG and read every open position, noting any with a fixed expiry date
- Read current account margin level as a percentage
- Flag any position expiring within 5 days and compare margin level to your set threshold
Done when Today's expiring positions and margin level are captured.
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2
Trello - log the upcoming expiry card
trello.com
WebRun opens Trello to log the upcoming expiry card. - Create a card for any position expiring within 5 days
- Title it with the instrument, expiry date, and current value
- Move the card to Expired once the date passes
Done when Every position expiring within 5 days has a tracked Trello card.
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3
Microsoft Teams - post the margin warning
microsoft.com
WebRun opens Microsoft Teams to post the margin warning. - Post an alert only if margin level has dropped within your set safety threshold
- State the current margin level and which positions are using the most margin
- Post nothing on a day margin level stays safely above the threshold
Done when The team has a margin alert whenever it is genuinely needed, and nothing otherwise.
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 close a position or add funds to my IG account?
No. WebRun only reads position expiries and margin level and reports on them. It never places, closes, or modifies a position, and it never adds funds or moves money on its own.
How is the margin safety threshold set?
You choose the margin level percentage that should trigger a Teams alert when you turn the template on, matching however much buffer you personally want to keep.
What kinds of IG positions have expiry dates?
Products like options or futures-style instruments carry a fixed expiry, while standard CFD positions typically do not. Only positions with a real expiry date get a Trello card.
Related templates
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