Automated Wealthsimple Daily Account Digest
Every morning, WebRun opens Wealthsimple, reads Invest, TFSA, and RRSP balances against the previous day, sends a Telegram digest of every account, and texts you through Twilio only when a balance moves sharply overnight.
How do I get a daily summary of my Wealthsimple accounts?
WebRun checks your Wealthsimple Invest, TFSA, and RRSP balances every morning and compares each to the previous day. It sends a Telegram digest with every account's balance and overnight change, then texts you through Twilio only when a balance moves sharply, so you start the day informed without checking three accounts yourself.
- Every account balance is checked before markets open, every single morning
- Sharp overnight moves reach your phone within minutes of the check
- TFSA and RRSP room stays visible without opening three separate tabs
Built for Wealthsimple investors · Canadian retail investors · TFSA savers · RRSP savers
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.wealthsimple.comin a real browser with your saved login - no setup, no API keys. -
1
Wealthsimple - check account balances
wealthsimple.com
WebRun opens Wealthsimple to check account balances. - Open Wealthsimple and review Invest, TFSA, and RRSP account balances
- Note the change in each account since yesterday's check
- Flag any account that moved more than a noticeable amount overnight
Done when Every account balance and its overnight change is recorded.
-
2
Telegram - send the morning digest
telegram.org
WebRun opens Telegram to send the morning digest. - Send a morning digest message with each account's balance and overnight change
- List contribution room used for TFSA and RRSP if visible on the account
- Keep the message short enough to read in a few seconds
Done when You have this morning's digest in Telegram before markets open.
-
3
Twilio - text on sharp overnight moves
twilio.com
WebRun opens Twilio to text on sharp overnight moves. - Send a text only when an account moved beyond your set threshold overnight
- Keep the text to the account name and the size of the move
- Never place a trade or move money in Wealthsimple
Done when A text goes out only on days with a real overnight move to flag.
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
Can WebRun move money between my Wealthsimple accounts?
No. WebRun only reads account balances and reports on them. It never transfers funds, never places a trade, and never touches your TFSA or RRSP contribution settings.
Why do I only get a text sometimes?
Twilio texts are reserved for overnight moves past the threshold you set, so your phone is not buzzing over normal, everyday fluctuations.
Does it track TFSA and RRSP room separately?
Yes. It reads each account separately and reports the balance and change for Invest, TFSA, and RRSP on their own lines in the digest.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.