Automated Stash Monthly Investment Digest
On the first Monday of each month, WebRun opens Stash, reads the past month's round-up and recurring auto-invest activity along with the current portfolio balance, logs the totals to a Google Sheet, and writes a short Notion note summarizing what was actually invested and how the balance changed.
How do I get a monthly summary of my Stash round-ups and investments?
WebRun reads your Stash activity once a month, totaling round-ups and recurring investments that actually processed along with your current portfolio balance. It logs the numbers to a Google Sheet and writes a short Notion summary, calling out any failed deposit, so you always know what was really invested without opening the app yourself.
- You always know exactly how much was actually invested that month
- A missed or failed recurring deposit gets called out instead of silently assumed
- A full monthly history builds in Sheets with zero manual entry
Built for micro-investors · new investors · Stash users · budget-conscious savers
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.stash.comin a real browser with your saved login - no setup, no API keys. -
1
Stash - read round-up and auto-invest activity
stash.com
WebRun opens Stash to read round-up and auto-invest activity. - Open Stash and read the past month's round-up transactions
- Read any recurring auto-invest deposits that were processed
- Note the current portfolio balance and its change from last month
Done when The month's round-up total, recurring deposits, and current balance are captured.
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2
Google Sheets - log this month's totals
google.com
WebRun opens Google Sheets to log this month's totals. - Append this month's round-up total and recurring deposits as a new row
- Record the current balance and change from last month
- Keep every prior month's row so the sheet builds a full history
Done when This month's activity is logged in the tracking sheet.
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3
Notion - write the monthly summary
notion.so
WebRun opens Notion to write the monthly summary. - Write a short summary of what was actually invested this month
- Note if any recurring deposit failed to process
- Link back to the full Google Sheet history
Done when This month's summary page is published in Notion.
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
Does WebRun set up or change my round-up or auto-invest settings?
No. WebRun only reads activity that already happened and reports on it. It never sets up, modifies, or cancels a recurring investment, and it never moves money into or out of your account.
What if a recurring deposit failed that month?
It reads whatever Stash shows as actually processed, so a failed or skipped deposit is called out in the Notion summary rather than assumed to have gone through.
Can I see more than the summary note?
Yes. The full monthly figures are logged to Google Sheets, so you can open it any time for the complete history of round-ups and deposits.
Related templates
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