Automated Vanguard Portfolio Drift Report
On the first Monday of each month, WebRun opens Vanguard, reads your current holdings and their dollar value, compares the resulting allocation to the target percentages you set for stocks, bonds, and cash, logs the drift to a Google Sheet, and drafts a Gmail summary flagging any allocation more than 5 points off target.
How do I know when my Vanguard portfolio has drifted from its target allocation?
WebRun reads your Vanguard holdings once a month and compares the resulting allocation to the target percentages you set for stocks, bonds, and cash. It logs the drift to a Google Sheet and drafts a Gmail summary flagging any category more than 5 points off target, so rebalancing decisions are based on real numbers, not guesswork.
- Drift is measured in real points against your own target, not a generic benchmark
- A full drift history builds in Sheets so you can see how often rebalancing is really needed
- Nothing is ever bought or sold automatically. Every rebalance decision stays yours
Built for long-term investors · retirement savers · buy and hold investors · financial planning enthusiasts
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
vanguard.comin a real browser with your saved login - no setup, no API keys. -
1
Vanguard - read current holdings
vanguard.com
WebRun opens Vanguard to read current holdings. - Open Vanguard and read every holding's current value across your accounts
- Group holdings into your defined categories such as stocks, bonds, and cash
- Calculate each category's current percentage of the total portfolio
Done when Today's full allocation by category is captured.
-
2
Google Sheets - log the allocation drift
google.com
WebRun opens Google Sheets to log the allocation drift. - Append this month's allocation percentages as a new row
- Calculate the drift in points from your target percentage for each category
- Keep every prior month's row so the sheet tracks drift over time
Done when This month's allocation and its drift from target are logged.
-
3
Gmail - draft the drift summary
gmail.com
WebRun opens Gmail to draft the drift summary. - Draft an email listing any category more than 5 points off its target
- State the dollar amount that would need to move to rebalance back to target
- Save it as a draft. Never place a trade or send it automatically
Done when A monthly drift summary draft is ready in Gmail for your review.
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 Vanguard portfolio automatically?
No. WebRun only calculates how far your allocation has drifted and reports it. It never places a trade, never sells or buys a fund, and any rebalancing is done by you directly on Vanguard.
How is the target allocation set?
You define your target percentages for each category, such as stocks, bonds, and cash, when you turn the template on. WebRun compares today's real allocation against exactly that target.
What counts as drifted enough to flag?
A category more than 5 points off its target by default. That threshold can be tightened for a more conservative portfolio or loosened for one you rebalance less often.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.