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Automated Vanguard Dividend Tracking

Every Monday, WebRun signs into Vanguard, reads last week's dividend and distribution activity across your accounts, posts a plain summary of what each holding paid and where the cash sits to Slack, and sends a Twilio text when any single payment is far larger than usual.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Vanguard read last week's distributions
2 Slack post the income summary
3 Twilio text you about outsized payments
In short

How do I track the dividends my investment accounts paid?

WebRun signs into Vanguard every Monday and reads the dividends and distributions paid into your accounts over the past week. It posts a plain summary to Slack showing what each holding paid and how much cash is uninvested, and texts you through Twilio whenever a payment is unusually large.

  • One weekly summary instead of logging in to hunt through activity
  • Uninvested settlement cash gets spotted the week it appears
  • Year-end capital gains distributions never arrive as a surprise

Built for long-term investors · retirees · dividend investors · family finance managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens vanguard.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Vanguard - read last week's distributions
    vanguard.com
    WebRun in Vanguard: read last week's distributions
    WebRun opens Vanguard to read last week's distributions.
    • Sign into Vanguard and open the activity or transaction history for each account
    • Filter to dividends and capital gains distributions from the last seven days
    • Capture the fund or holding, the amount, the payment date, and whether it was reinvested or left as cash
    • Note the total settlement fund balance so you can see uninvested cash

    Done when Every distribution paid in the last seven days is listed by holding and account.

  3. 2
    Slack - post the income summary
    slack.com
    WebRun in Slack: post the income summary
    WebRun opens Slack to post the income summary.
    • Post a short weekly income summary to your private Slack channel
    • List each paying holding with its amount and whether it reinvested
    • Show the running total for the month and the cash now sitting in the settlement fund
    • Keep the post in a private channel. Never share account numbers

    Done when This week's distribution summary is posted in Slack.

  4. 3
    Twilio - text you about outsized payments
    twilio.com
    WebRun in Twilio: text you about outsized payments
    WebRun opens Twilio to text you about outsized payments.
    • Compare each payment against the same holding's recent history
    • Send yourself a Twilio text when a payment is well above its usual size, such as a year-end capital gains distribution
    • Include only the fund name and amount in the text, never account details
    • Send to your own number only. WebRun never texts anyone else

    Done when You have been texted about any unusually large distribution.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
vanguard.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Distribution summary · Slack
OutputWhat each run produces - A weekly list of distributions by holding and account, the month-to-date total, and the uninvested cash sitting in the settlement fund.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Can it buy, sell, or move money?

No. WebRun only reads your Vanguard activity and reports it. It never places a trade, reinvests, transfers cash, or changes a single account setting. Every action stays yours.

Is this investment advice?

No. WebRun reports what your accounts actually paid and nothing more. It does not recommend holdings, forecast returns, or suggest what to do with the cash.

Where does the summary go?

To the private Slack channel you choose, plus a text to your own number for outsized payments. WebRun never posts publicly and never includes account numbers in either message.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.