Hand off a ready Public.com portfolio review every week
Every Friday, WebRun opens Public.com, reads your full portfolio, its weekly performance, and current allocation, creates a Trello card summarizing the week for whoever reviews your account with you, and posts it to Microsoft Teams so a portfolio conversation always starts from the same current numbers.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I hand off a weekly Public.com portfolio review to my advisor or partner?
WebRun reads your full Public.com portfolio and its weekly performance every Friday, creating a Trello card that summarizes current allocation, return, and standout holdings, then posts it to Microsoft Teams. It gives you and whoever reviews the account with you a ready, accurate starting point each week, without ever placing a trade or moving funds itself.
- Every review starts from the same current numbers instead of a stale memory
- A full weekly handoff builds automatically, ready before the conversation happens
- No trade or fund movement ever happens as part of preparing the review
Built for Public.com investors · couples managing finances together · financial advisory clients · family offices
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
public.comin a real browser with your saved login - no setup, no API keys. -
1
Public.com - read portfolio and weekly performance
public.com
WebRun opens Public.com to read portfolio and weekly performance. - Open Public.com and read every current holding and its value
- Calculate the week's overall portfolio return
- Note the biggest gainer and biggest loser among current holdings
Done when This week's full portfolio and its performance are captured.
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2
Trello - create the review handoff card
trello.com How to Automate Trello
WebRun opens Trello to create the review handoff card. - Create a card for the week on the Portfolio Review board
- List current allocation, weekly return, and standout holdings in the description
- Move last week's card to Reviewed once a new one is created
Done when This week's review card is ready with the full portfolio summary.
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3
Microsoft Teams - post the handoff summary
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to post the handoff summary. - Post a short summary of this week's return and standout holdings
- Link to the Trello card for the full breakdown
- Tag whoever is expected to review it with you
Done when This week's handoff summary is posted to Teams and ready for 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 make any trades based on the weekly review?
No. WebRun only reads your current holdings and performance and reports on them. It never places, cancels, or modifies a trade, and it never moves funds. Any decisions from the review are made and executed by a human.
Who is the handoff meant for?
Whoever you review your portfolio with, such as a financial advisor, a partner, or a family member, so the conversation always starts from the same current, accurate numbers instead of a stale mental picture.
Does this replace professional financial advice?
No. It only prepares an organized summary of your existing portfolio and performance. It does not offer investment advice or recommend any specific action.
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