Automated M1 Finance Pie Drift Digest
Every Monday, WebRun opens M1 Finance, reads the current value of every slice in your Pie against the target percentage you set for each, texts you a short drift summary through Twilio, and saves the full Pie breakdown as a dated file in Google Drive so you build a running record.
How do I know when my M1 Finance Pie has drifted from its target allocation?
WebRun reads your M1 Finance Pie every Monday and compares each slice's current percentage to the target you set for it, texting a drift summary through Twilio for anything more than 5 points off. It also archives the full Pie breakdown to Google Drive each week, so rebalancing decisions are based on real numbers, not memory.
- Drift is measured against your own real Pie targets, not a generic benchmark
- A full weekly breakdown builds in Drive so you can see drift trends over time
- Nothing is ever rebalanced automatically. Every decision stays yours
Built for M1 Finance users · long-term investors · buy and hold investors · automated investing users
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
m1.comin a real browser with your saved login - no setup, no API keys. -
1
M1 Finance - read Pie slices and targets
m1.com
WebRun opens M1 Finance to read Pie slices and targets. - Open M1 Finance and read the current value of every slice in the Pie
- Compare each slice's current percentage to its target percentage
- Flag any slice more than 5 points off its target
Done when Today's Pie value and drift from target are captured for every slice.
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2
Twilio - text the drift summary
twilio.com
WebRun uses Twilio to text the drift summary. - Text a summary of any slice more than 5 points off target
- State the current and target percentage for each flagged slice
- Send a short all-on-target message if nothing has drifted
Done when This week's drift summary text has been sent.
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3
Google Drive - archive the Pie breakdown
drive.google.com
WebRun opens Google Drive to archive the Pie breakdown. - Save this week's full Pie breakdown as a dated file in an M1 Snapshots folder
- Include current and target percentage for every slice
- Keep each week as its own file
Done when This week's Pie snapshot is saved alongside the running history.
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 rebalance my Pie automatically?
No. WebRun only compares current slice percentages to your targets and reports the drift. It never places a trade, never triggers a rebalance, and never moves funds in your M1 Finance account.
How is the target allocation set?
It reads the target percentages you have already set for each slice inside your own M1 Finance Pie, so the drift is measured against your real targets, not a generic model.
What counts as drifted enough to flag?
A slice more than 5 points off its target percentage by default. That threshold can be tightened or loosened to match how often you like to rebalance.
Related templates
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