Automated UBS Portfolio Value Export
Every Monday, WebRun opens UBS, checks your total portfolio value and holdings by asset class, appends a summary row to a running Google Sheet, and emails you the week's snapshot so you can track the trend without logging in to check.
How do I get a weekly export of my UBS portfolio value?
WebRun checks your UBS portfolio value and holdings every Monday, appends a summary row to a running Google Sheet, and emails you the week's snapshot. It never trades or moves money itself, so you get a clear week over week view of your portfolio without logging in or building the tracker yourself.
- Portfolio value lands in your inbox every Monday without logging in
- A running Sheet builds a week over week trend automatically
- Asset breakdown is tracked alongside the total, not just a single figure
Built for UBS wealth clients · private investors · family offices · financial planners
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.ubs.comin a real browser with your saved login - no setup, no API keys. -
1
UBS - check portfolio value and holdings
ubs.com
WebRun opens UBS to check portfolio value and holdings. - Open UBS and check the total portfolio value
- Note the breakdown by asset class
- Compare the total to last week's value
Done when This week's portfolio value and breakdown are captured.
-
2
Google Sheets - export the summary row
google.com
WebRun opens Google Sheets to export the summary row. - Append a new row with this week's total and breakdown
- Include the change versus last week
- Keep every prior week's row untouched
Done when This week's row is appended to the running sheet.
-
3
Gmail - email you the snapshot
gmail.com
WebRun opens Gmail to email you the snapshot. - Email you the week's total value and breakdown
- Note the change versus last week
- Link to the running sheet for the full history
Done when You have this week's portfolio snapshot in your inbox.
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 it buy, sell, or rebalance anything in my portfolio?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own, and it does not place trades either. It only reads the portfolio value and reports on it, leaving every investment decision to you.
Can I see the trend over time, not just this week?
Yes. Each week appends a new row to the same Google Sheet, so the full history builds into a trend you can chart.
Does it read individual holdings or just the total?
It captures the breakdown by asset class alongside the total, so the export shows more than just one number.
Related templates
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