Automated OKX Daily Portfolio Digest
Every morning, WebRun opens OKX, reads your spot and futures balances along with the current funding rate on any open perpetual position, texts you a short digest through Twilio, and saves the full breakdown as a dated file in Google Drive so you build a running history automatically.
How do I get a daily digest of my OKX portfolio and funding rates?
WebRun checks your OKX spot and futures balances every morning, along with the funding rate on any open perpetual position, and texts you a short digest through Twilio. It also saves the full breakdown as a dated file in Google Drive, so you get a quick daily read plus a growing history, without logging in yourself.
- A funding rate quietly draining a position gets noticed the same morning it happens
- Portfolio value is texted before you even open the app
- A full daily archive builds in Drive with zero manual exporting
Built for crypto derivatives traders · active traders · crypto investors · perpetual futures traders
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.okx.comin a real browser with your saved login - no setup, no API keys. -
1
OKX - read balances and funding rates
okx.com
WebRun opens OKX to read balances and funding rates. - Open OKX and read spot and futures account balances
- Read the current funding rate on any open perpetual position
- Note the total portfolio value and change from yesterday
Done when Balances, funding rates, and today's total value are all captured.
-
2
Twilio - text the daily digest
twilio.com
WebRun uses Twilio to text the daily digest. - Text today's total portfolio value and its change from yesterday
- Include the funding rate on any open perpetual position
- Keep the message to a few lines
Done when Today's digest text has been sent.
-
3
Google Drive - archive the breakdown
drive.google.com
WebRun opens Google Drive to archive the breakdown. - Save today's full balance and funding rate breakdown to an OKX Snapshots folder
- Name the file with today's date
- Leave every prior day's file untouched
Done when Today's 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 open, close, or adjust a position on OKX?
No. WebRun only reads your balances and funding rates and reports on them. It never places, closes, or modifies a position, and it never transfers or withdraws funds.
Why does funding rate matter for the digest?
On a perpetual position, funding rate is what you pay or earn just for holding it. Seeing it daily helps you notice when a position is quietly costing more than expected.
How far back does the archived history go?
As far back as you want to keep it. Every morning adds one new file to the Drive folder, and nothing is ever deleted automatically.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.