Automated IBKR Corporate Action Calendar
Every morning, WebRun signs in to Interactive Brokers, reads the dividends and corporate actions due on the securities you hold, opens a Trello card for any event needing an election, and messages you the week ahead on Telegram so a deadline never passes unread.
How do I track dividends and corporate actions on my holdings?
WebRun checks your Interactive Brokers holdings every morning for upcoming dividends and corporate actions, capturing ex dividend dates, pay dates, and any election deadline. It opens a dated Trello card for each decision and messages the week ahead to Telegram, so a corporate action deadline never passes unread.
- Election deadlines arrive with days remaining, not after the fact
- Every action needing a decision gets a dated card
- Ex dividend dates on held securities are known a week ahead
Built for private investors · family offices · portfolio managers · finance teams
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.interactivebrokers.comin a real browser with your saved login - no setup, no API keys. -
1
Interactive Brokers - read events on your holdings
interactivebrokers.com
WebRun opens Interactive Brokers to read events on your holdings. - Sign in to Interactive Brokers and list your current positions
- Read the upcoming dividends on those positions with their ex dividend and pay dates
- Read any corporate actions announced: splits, mergers, tenders, rights, and name changes
- Note which events require a response and the date the election closes
Done when Every upcoming event on a held security has a date and a response requirement.
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2
Trello - open a card per decision
trello.com
WebRun opens Trello to open a card per decision. - Create a card for each corporate action that needs an election or a response
- Set the card due date to the day before the deadline closes
- Put the security, the event type, the position size, and the terms on the card
- Leave the decision to you. WebRun never submits an election, places a trade, or moves money
Done when Every event needing a response has a dated card on the board.
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3
Telegram - message you the week ahead
telegram.org
WebRun opens Telegram to message you the week ahead. - Send the coming week's events in date order with the security and event type
- Put anything with an election deadline first and state the days remaining
- Show ex dividend dates separately from actions needing a decision
- Note when the calendar is empty so a silent day is never ambiguous
Done when You have the week's dividend and corporate action calendar on Telegram.
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 trade or submit an election for me?
No. WebRun never places a trade, submits a corporate action election, or moves money. It reads the events on your holdings and puts each decision on a dated Trello card for you to make.
Is this investment advice?
No. WebRun reports the dates and terms published on your own account and nothing more. It does not recommend a security, an election, or a position size.
What if I sell a holding?
Positions are read fresh each morning, so events on a security you no longer hold drop off the calendar and its open cards are marked closed.
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