Automated Wealthfront Goal Progress Tracking
Every Monday, WebRun opens Wealthfront, reads investing and cash account balances against each goal you have set, logs the week to a Google Sheet, and emails you a short recap of progress and any tax loss harvesting activity.
How do I track my Wealthfront goal progress automatically each week?
WebRun checks your Wealthfront investing and cash account balances every Monday, reads progress against each goal you have set, and notes any tax loss harvesting activity recorded that week. It logs the numbers to a Google Sheet and emails a short recap, so you can see your progress without logging in yourself.
- Goal progress is visible every Monday instead of only when you happen to log in
- A full weekly history builds up in Sheets for spotting trends over months
- Harvesting activity is logged automatically so nothing is missed at tax time
Built for Wealthfront investors · robo advisor users · long term savers · goal based 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
www.wealthfront.comin a real browser with your saved login - no setup, no API keys. -
1
Wealthfront - check balances and goal progress
wealthfront.com
WebRun opens Wealthfront to check balances and goal progress. - Open Wealthfront and review the investing account and cash account balances
- Check progress against each goal you have set up
- Note any tax loss harvesting activity recorded since the last check
Done when This week's balances, goal progress, and any harvesting activity are captured.
-
2
Google Sheets - log this week's numbers
google.com
WebRun opens Google Sheets to log this week's numbers. - Open the Wealthfront tracker sheet
- Append a new row with this week's balances, goal progress percentage, and harvesting notes
- Carry forward the running total so trends are visible over time
Done when The tracker sheet has a new row for this week with all figures filled in.
-
3
Gmail - email the progress recap
gmail.com
WebRun opens Gmail to email the progress recap. - Draft a short recap email with balances, goal progress, and harvesting activity
- Send it to yourself so the week's numbers land in your inbox
- Never move money or change an account setting in Wealthfront
Done when Your inbox has this week's recap and the sheet has the matching row.
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 move money between my Wealthfront accounts?
No. WebRun only reads your balances and goal progress. It never transfers funds, changes an automated investing setting, or moves money in or out of your Wealthfront accounts.
Does it know why tax loss harvesting happened?
It reads the harvesting activity already recorded in your account and notes it in the weekly log. It does not decide when harvesting happens, since that is handled by Wealthfront itself.
Can I track more than one goal?
Yes. It reads every goal set up in your Wealthfront account and logs progress for each one in the same weekly row.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.