Automated Trading 212 Portfolio Scorecard
Every Monday, WebRun opens Trading 212, reads total portfolio value and each Pie current allocation against its target, logs the week to a Trello scorecard card, and sends you a short WhatsApp recap of value, drift, and dividends received.
How do I get a weekly performance scorecard for my Trading 212 portfolio?
WebRun reviews your Trading 212 account every Monday, checking each Pie's drift from its target allocation, total portfolio value, and dividends received since the previous week. It logs the numbers to a Trello scorecard card and sends a WhatsApp recap, so you start the week knowing where your portfolio stands before deciding whether to rebalance.
- Portfolio drift is caught every Monday instead of discovered months later
- Dividends received each week are tallied automatically
- A full scorecard history builds up in Trello for easy comparison
Built for retail investors · Trading 212 Pie investors · long term investors · busy investors
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.trading212.comin a real browser with your saved login - no setup, no API keys. -
1
Trading 212 - review Pies and holdings
trading212.com
WebRun opens Trading 212 to review Pies and holdings. - Open Trading 212 and review the Invest and Pies tabs
- Record each Pie's current value and how far it has drifted from its target allocation
- Note total portfolio value, cash balance, and dividends received since last Monday
Done when Every Pie and the overall portfolio value is recorded for the week.
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2
Trello - log the weekly scorecard
trello.com
WebRun opens Trello to log the weekly scorecard. - Open the portfolio scorecard board
- Add a new card for this week with the portfolio value, Pie drift, and dividend total
- Move last week's card to the archive list
Done when This week's scorecard card is posted with last week's archived alongside it.
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3
WhatsApp - send you the recap
whatsapp.com
WebRun opens WhatsApp to send you the recap. - Send a short WhatsApp message with total value, biggest Pie drift, and dividends received
- Flag any Pie that has drifted noticeably from target so you can decide whether to rebalance
- Never place a trade or rebalance a Pie on its own
Done when You have this week's scorecard in WhatsApp before markets open.
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 Pies or place trades for me?
No. WebRun only reads your Trading 212 holdings and reports on them. It never places, cancels, or modifies a trade, and it never moves money in or out of your account. Rebalancing stays a decision you make yourself.
How does it calculate Pie drift?
It compares each Pie's current holding weights against the target allocation you set in Trading 212 and reports the difference, so you can see at a glance which Pie has drifted furthest.
Where do I see past weeks' scorecards?
Every week's numbers are archived as a Trello card, so you can scroll back through the board to compare this week against any prior week.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.