Catch portfolios that have drifted off target
Every morning, WebRun opens Orion, finds portfolios whose asset allocation has drifted past your target bands, posts the owning advisor a Slack shortlist of accounts to review, and logs each drifted account with its current versus target weights in Google Sheets. WebRun flags accounts for review only and never places a trade.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I find portfolios that have drifted past their target allocation?
Every morning, WebRun opens Orion and compares each portfolio's allocation against its model target, flagging any account that has drifted past your tolerance bands. It posts the owning advisor a Slack review shortlist and logs each drifted account in Google Sheets with current versus target weights. WebRun flags accounts for review only and never places a trade.
- Drifted accounts surface every morning for advisor review
- Each flag shows the asset class and size of the drift
- Nothing is ever traded 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.
-
WebRun signs in and gets to work
Opens
login.orionadvisor.comin a real browser with your saved login - no setup, no API keys. -
1
Orion - find drifted portfolios
orion.com
WebRun opens Orion to find portfolios that drifted past target bands. - Open Orion and compare each portfolio's current allocation against its model target
- Flag accounts where any asset class has drifted past your tolerance band
- Capture the account, the drifted asset class, current versus target weight, and the owning advisor
Done when Every portfolio past its drift band has been listed with its current versus target weights.
-
2
Slack - share the review shortlist
slack.com How to Automate Slack
WebRun posts each advisor a shortlist of drifted accounts to review. - Post the owning advisor a Slack shortlist of accounts that have drifted past target
- Lead with the asset class and the size of the drift so the most urgent stand out
- State clearly that these are flagged for review. WebRun never rebalances or places a trade itself
Done when Each advisor has their drift review shortlist in Slack.
-
3
Google Sheets - log each drifted account
google.com How to Automate Google Sheets
WebRun logs each drifted account with current versus target weights. - Open the drift log and add a dated row per flagged account
- Record the asset class, current versus target weight, and the drift amount
- Sort so the largest drifts sit at the top for the advisor to triage
Done when Each drifted 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 place any trades or rebalance accounts?
No. WebRun only flags accounts for your advisor to review. It reads allocations in Orion and surfaces what has drifted past target. Every rebalancing decision and trade stays with a licensed advisor inside your own trading workflow.
How does it decide a portfolio has drifted?
It compares each portfolio's current allocation against its model target in Orion and flags any asset class that has moved past your tolerance band, then reports the size of the drift so the advisor can prioritise.
Can I set my own drift thresholds?
Yes. Tell WebRun your tolerance bands, for example five percent off target by asset class, and it flags only accounts that breach them, so the shortlist stays focused on portfolios that genuinely need a look.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.