Automated Upstox Trade Log and Summary
Every Monday, WebRun opens Upstox, reads every trade executed the past week across equity, F&O, and mutual funds, logs each to an Airtable trade base, and emails you a summary of turnover and current holdings.
How do I automatically keep a record of my Upstox trades?
WebRun opens Upstox every Monday, reads the past week's trades across equity, F&O, and mutual funds, and logs each one to an Airtable base with symbol, quantity, price, and date. It then emails you a summary of turnover and current holdings, so your trading record stays complete without copying statements by hand.
- Every trade is logged the same week it happens, not reconstructed later from statements
- Tax season starts with a complete, searchable trade log instead of a pile of statements
- A weekly email keeps holdings value and turnover visible without opening the app
Built for Upstox traders · retail investors · F&O traders · mutual fund investors
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
upstox.comin a real browser with your saved login - no setup, no API keys. -
1
Upstox - read holdings and trade history
upstox.com
WebRun opens Upstox to read holdings and trade history. - Open Upstox and review the holdings and order book
- Pull every trade executed in the past week across equity, F&O, and mutual funds
- Capture the symbol, quantity, price, and trade date for each
Done when Every trade executed in the past week has been captured with its full details.
-
2
Airtable - log each trade
airtable.com
WebRun opens Airtable to log each trade. - Open the trade log base
- Add a new record for each trade not already logged
- Tag each record with segment, equity, F&O, or mutual fund, and the week's date
Done when The trade log base has one record for every trade from the past week, with no duplicates.
-
3
Gmail - email the weekly summary
gmail.com
WebRun opens Gmail to email the weekly summary. - Draft a summary email listing trades logged, total turnover, and current holdings value
- Send it to yourself as a weekly record
- Never place or modify an order on Upstox
Done when Your inbox has this week's trade summary, and Airtable has the matching records.
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 place any orders on Upstox?
No. WebRun only reads your existing holdings and trade history. It never places, cancels, or modifies an order, and it never moves money in or out of your Upstox account.
Why keep a separate trade log outside Upstox?
Upstox shows your order book, but a running Airtable log outside the app is easier to search, tag, and hand to an accountant at tax time without exporting statements by hand.
What if I make trades outside the weekly schedule?
They are picked up the next Monday, since WebRun reads the full week trade history each run rather than only the newest trade.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.