Spot accounts sitting on too much cash
Every morning, WebRun opens Addepar, finds accounts whose cash balance is above your target threshold, sends the owning advisor a Telegram shortlist of accounts holding excess cash, and logs each one with its cash balance and percentage in Google Sheets. WebRun flags accounts for review only and never moves money.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I find accounts holding too much idle cash?
Every morning, WebRun opens Addepar and reviews cash across accounts, flagging any whose balance sits above your target threshold. It sends the owning advisor a Telegram shortlist of accounts holding excess cash and logs each one in Google Sheets with its balance and percentage. WebRun flags accounts for review only and never moves money.
- Accounts with excess cash surface every morning for review
- Each flag shows the balance and its share of the portfolio
- Nothing is ever invested automatically, advisor review only
Built for financial advisors · RIAs · portfolio managers · investment operations
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
addepar.comin a real browser with your saved login - no setup, no API keys. -
1
Addepar - find excess cash balances
addepar.com How to Automate Addepar
WebRun opens Addepar to find accounts holding excess cash. - Open Addepar and review the cash and liquidity figures across accounts
- Flag accounts where the cash balance sits above your target threshold in dollars or percentage
- Capture the account, the cash balance, its share of the portfolio, and the owning advisor
Done when Every account holding excess cash has been listed with its balance and percentage.
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2
Telegram - share the review shortlist
telegram.org How to Automate Telegram
WebRun sends the advisor a shortlist of accounts holding excess cash. - Send the owning advisor a Telegram shortlist of accounts holding more cash than target
- Lead with the dollar amount and percentage so the largest balances stand out
- State clearly that these are flagged for review. WebRun never invests cash or moves money itself
Done when The advisor has today's excess-cash shortlist in Telegram.
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3
Google Sheets - log each account
google.com How to Automate Google Sheets
WebRun logs each account holding excess cash with a dated row. - Open the idle-cash log and add a dated row per flagged account
- Record the cash balance, its percentage of the portfolio, and the target
- Sort so the largest cash positions sit at the top for the advisor to triage
Done when Each flagged account is logged with a dated row in the sheet.
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
Does it invest the cash or move any money?
No. WebRun only flags accounts for your advisor to review. It reads cash balances in Addepar and surfaces accounts holding more than target. Investing the cash or moving money stays with a licensed advisor and the custodian.
How does it decide an account holds too much cash?
It reads each account's cash and liquidity figures in Addepar and compares them against the threshold you set, in dollars or as a percentage of the portfolio, then flags anything above it for review.
Can I set my own cash threshold?
Yes. Tell WebRun your limit, for example more than five percent in cash or above a fixed dollar amount, and it flags only accounts that exceed it, keeping the shortlist focused on balances worth a second look.
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