Automated Interactive Brokers Weekly P&L Export
Every Friday after the close, WebRun opens Interactive Brokers, reads the week's account activity and realized and unrealized P&L, logs each position to a Google Sheet, and drafts a plain-language summary email in Gmail that stays unsent until you decide to send it.
How do I get a weekly P&L export from Interactive Brokers?
WebRun reads your Interactive Brokers account activity every Friday, capturing realized and unrealized P&L, margin usage, and buying power. It logs each position to a Google Sheet and drafts a plain-language summary email in Gmail, left unsent for your review, so you get a clear weekly picture of performance without pulling the activity statement yourself.
- A running P&L history builds in Sheets without ever opening an activity statement
- Realized and unrealized gains stay clearly separated every single week
- A summary email is always ready to forward, never written from scratch
Built for active traders · retail investors · portfolio managers · independent financial advisors
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 account activity and P&L
interactivebrokers.com
WebRun opens Interactive Brokers to read account activity and P&L. - Open Interactive Brokers and read the account activity for the past week
- Capture realized P&L on any closed positions and unrealized P&L on open ones
- Note margin usage and available buying power
Done when This week's full activity, P&L, and margin snapshot are captured.
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2
Google Sheets - log positions and P&L
google.com
WebRun opens Google Sheets to log positions and P&L. - Append this week's positions and their P&L as new rows in the tracker
- Separate realized from unrealized gains and losses
- Total the week's realized P&L at the top of the sheet
Done when The weekly P&L tracker sheet reflects this week's full activity.
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3
Gmail - draft the weekly summary email
gmail.com
WebRun opens Gmail to draft the weekly summary email. - Draft an email summarizing the week's realized P&L, biggest position, and margin usage
- Link to the full Google Sheet for the detailed breakdown
- Leave it as a draft addressed to you. Never send it on its own
Done when A weekly P&L summary draft is ready in Gmail for you to review.
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 WebRun place or adjust orders in my Interactive Brokers account?
No. WebRun only reads account activity and P&L and reports on it. It never places, modifies, or cancels an order, and it never transfers funds or moves assets.
Does the P&L include both realized and unrealized gains?
Yes, and they are kept separate in the Sheet. Realized P&L is from positions closed that week, unrealized is the current mark on positions still open.
Why draft the email instead of sending it?
So nothing leaves your account unreviewed. The summary sits as a Gmail draft, ready for you to edit, forward to an accountant, or send when you are ready.
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