Automated SBI Securities Daily Portfolio Digest
Every morning, WebRun opens SBI Securities, reads holdings across taxable and NISA accounts, saves a dated snapshot to Google Drive, and texts you through Twilio a short summary of total value and the day's change.
How do I get a daily summary of my SBI Securities portfolio value?
WebRun checks your SBI Securities holdings every morning across taxable and NISA accounts, comparing total value to the previous day. It saves a dated snapshot to Google Drive for your records and texts you through Twilio a short summary of total value and the day's change, so you start the day informed without opening the app.
- Total portfolio value is checked and texted every single morning
- A full snapshot history builds up in Drive without manual exports
- NISA and taxable account value stay visible side by side
Built for SBI Securities investors · Japanese retail investors · NISA account holders · long term investors
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.sbisec.co.jpin a real browser with your saved login - no setup, no API keys. -
1
SBI Securities - check holdings and account value
- Open SBI Securities and review holdings across taxable and NISA accounts
- Note total account value and cash balance
- Compare total value against yesterday's figure
Done when This morning's holdings and total value across accounts are recorded.
-
2
Google Drive - save the daily snapshot
drive.google.com
WebRun opens Google Drive to save the daily snapshot. - Save a dated snapshot file with holdings and total value by account
- Add it to the running portfolio history folder
- Keep file naming consistent so snapshots sort chronologically
Done when Today's snapshot is saved in the Drive folder alongside prior days.
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3
Twilio - text the morning summary
twilio.com
WebRun opens Twilio to text the morning summary. - Send a text with total value and the change since yesterday
- Keep it to a couple of lines you can read at a glance
- Never place, cancel, or modify an order on SBI Securities
Done when You have this morning's summary by text before you open the app.
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 trade on SBI Securities for me?
No. WebRun only reads your holdings and balances and reports on them. It never places, cancels, or modifies an order on SBI Securities, and it never moves funds. It only monitors and reports.
Does it track my NISA account separately?
Yes. It reads your taxable and NISA accounts separately, so both are reflected in the daily total and the archived snapshot.
Why archive a snapshot every day?
A daily file in Drive builds a running history of your portfolio value over time, so you can look back at any past day without relying on old text messages.
Related templates
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