Automated Schwab Statement Archiving
Every Monday, WebRun signs in to Charles Schwab, saves any new statements and tax documents into a dated Google Drive folder, records each account's balance and week over week change in a running log, and sends a Twilio SMS only when a position moves beyond the threshold you set.
How do I archive my brokerage statements and track balance changes?
WebRun signs in to Charles Schwab each Monday, files any new statements and tax documents into a dated Google Drive folder, and appends every account balance to a running log. It sends a Twilio SMS only when a holding moves past the threshold you set, and it never places a trade.
- Every statement is filed by month before tax season
- A running balance log builds itself week by week
- You are texted only when a position crosses your own threshold
Built for individual investors · family offices · bookkeepers · financial recordkeepers
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.schwab.comin a real browser with your saved login - no setup, no API keys. -
1
Charles Schwab - read balances and new documents
schwab.com
WebRun opens Charles Schwab to read balances and new documents. - Sign in to Charles Schwab and open Accounts
- Record the current balance for each account and the change since the last run
- Open Statements and Documents and note any statement or tax form published since the last run
- Read only. Never place, cancel, or modify a trade, and never move money between accounts
Done when Balances are recorded and every new document has been identified.
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2
Google Drive - file statements and log balances
drive.google.com
WebRun opens Google Drive to file statements and log balances. - Open your Investments folder in Google Drive
- Save each new statement into a subfolder named by year and month
- Name each file with the account and the statement period so it is searchable
- Append this week's balances and change to your running balance log
Done when Every new document is filed and the balance log is up to date.
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3
Twilio - text you on a big move
twilio.com
WebRun opens Twilio to text you on a big move. - Compare each position's move against the percentage threshold you set
- If a position or the total portfolio crossed it, send yourself an SMS naming the holding and the move
- Stay silent on quiet weeks so a text always means something changed
Done when An SMS has gone out only when a threshold was crossed.
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 it buy, sell, or transfer anything?
No. WebRun reads your Charles Schwab accounts and downloads documents only. It never places a trade, cancels an order, or moves money. Trading and transfers stay entirely with you, by design.
Is this investment advice?
No. WebRun reports the numbers your account already shows and files your own documents. It offers no recommendation on what to buy or sell, and the threshold alert is a notification you configured, not advice.
Where do the documents end up?
In the Google Drive folder you nominate, in subfolders by year and month, with filenames carrying the account and period so tax season is a search rather than a hunt.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.