Automated Uphold Portfolio Review Handoff
Every month, WebRun opens Uphold, reads holdings across every asset class including crypto, metals, and cash, prepares a Trello card summarizing balances and allocation, and pings your advisor on WhatsApp so the monthly review is ready to discuss without you compiling it yourself.
How do I prepare a monthly Uphold portfolio review for my advisor automatically?
WebRun reads your Uphold holdings every month across crypto, metals, and cash, capturing balance, value, and allocation for each. It prepares a Trello card summarizing the month against the previous one and pings your advisor on WhatsApp that the review is ready, so the monthly conversation starts with the numbers already compiled.
- The monthly review arrives compiled instead of built from scratch each time
- Allocation across crypto, metals, and cash is visible in one summary
- Your advisor is pinged the moment the review is ready to discuss
Built for Uphold users · multi asset investors · advisory clients · family offices
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
uphold.comin a real browser with your saved login - no setup, no API keys. -
1
Uphold - read multi asset holdings
uphold.com
WebRun opens Uphold to read multi asset holdings. - Open Uphold and review holdings across every asset class held
- Capture the balance and current value for each
- Note the overall allocation across asset classes
Done when Every current holding and its value across asset classes is captured.
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2
Trello - prepare the review card
trello.com
WebRun opens Trello to prepare the review card. - Add a card to the advisor review board with this month's balances and allocation
- Compare against last month's card to note the change
- Move the card to Ready for review
Done when A Trello card with this month's full holdings summary sits ready for review.
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3
WhatsApp - ping your advisor
whatsapp.com
WebRun opens WhatsApp to ping your advisor. - Send a WhatsApp message letting your advisor know the monthly review is ready
- Include the total portfolio value in the message
- Never place a trade or move assets on Uphold
Done when Your advisor has a WhatsApp ping pointing to the ready Trello card.
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 or rebalance my Uphold holdings?
No. WebRun only reads your holdings and prepares a summary for a human to review. It never places a trade, never rebalances, and never moves assets. Any decision from the review stays with you and your advisor.
What asset classes does it cover?
Whatever you hold on Uphold, including crypto, precious metals, and cash balances, all summarized in the same monthly card so nothing is reviewed in isolation.
Can someone other than an advisor receive the ping?
Yes. You choose who gets pinged, whether that is a financial advisor, an accountant, or a family member you review your portfolio with.
Related templates
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