Your financial picture, explained
Every account, every Canadian brokerage, one view. With your favourite summary of your investments, every afternoon.
Explore with sample data, or bring your own.
Every afternoon, a reason to feel on top of your money
Every market day, Greenline reads your entire portfolio and writes you a short briefing. What moved, what matters, and what to watch. It takes 30 seconds to read. Most people open it every day.
Thursday, March 19
Know exactly what you own
Everything across your accounts, one screen. No more logging into three apps to get the full picture.
Your biggest movers
What went up, what went down, and what to keep an eye on.
Never not know what you're paying
The average Canadian mutual fund charges 1.33% in fees. The average ETF charges 0.66%. You'll see exactly what you're paying, and where you could pay less.
Know exactly what you own
Everything across your accounts, one screen. No more logging into three apps to get the full picture.
Your biggest movers
What went up, what went down, and what to keep an eye on.
Never not know what you're paying
The average Canadian mutual fund charges 1.33% in fees. The average ETF charges 0.66%. You'll see exactly what you're paying, and where you could pay less.
Three steps to a clearer picture
Add your holdings
Upload a PDF, drop in a spreadsheet, or type them in manually. No bank login needed.
Greenline does the rest
Fees, dividends, allocation, sector exposure, returns. All calculated automatically.
Stay informed
Every day, you get a plain-English summary of what moved and what to watch. You only update when you trade.
Add your holdings
Upload a PDF, drop in a spreadsheet, or type them in manually. No bank login needed.
Greenline does the rest
Fees, dividends, allocation, sector exposure, returns. All calculated automatically.
Stay informed
Every day, you get a plain-English summary of what moved and what to watch. You only update when you trade.
Wealthsimple
Questrade
TD Direct Investing
RBC Direct Investing
BMO InvestorLine
Interactive Brokers
CIBC Investor's EdgeMore platforms coming soon.
No account linking = a more secure you
Connectors break, add risk, and can void your bank protections. Greenline works without them.
You enter your own data. That's on purpose.
Every time you update your portfolio, you're building a habit most investors never develop: actually knowing what you own. Automation is convenient. Awareness is powerful. And your bank login never leaves your hands.
You opened an account but you're not sure what you're doing. Greenline shows you what you own, what it costs, and whether it's working, in plain English.
What users are saying
Tracking millions in portfolios across Canada.
Turns out I was losing $223 annually to money market fees. Was anyone going to tell me?!
Jaime
St. Catharines, ON
I'll admit it: I check Greenline way too often. It's in my daily rotation with email and Slack.
Mike
Toronto, ON
Can't believe I was going to do this in Excel. I'm catching things I'd never spot in a spreadsheet.
Betty
Richmond Hill, ON
My brokerage only shows me the last month or three months. Greenline shows me more about my portfolio than my actual brokerage does.
Andrew
Victoria, BC
More ways to understand your money
Holding history
See how your positions have changed over time.
Track performance by year
Annual returns, broken down year by year.
Holding records
Personal bests, all-time highs, and milestones.
Portfolio weight
See how concentrated or diversified you really are.
Dividends
Upcoming payouts, yields, and dividend history.
Holding history
See how your positions have changed over time.
Track performance by year
Annual returns, broken down year by year.
Holding records
Personal bests, all-time highs, and milestones.
Portfolio weight
See how concentrated or diversified you really are.
Dividends
Upcoming payouts, yields, and dividend history.
Advanced features
The insights your brokerage doesn't show you
Every holding you've ever owned, including ones you've sold.
On your side. Only yours.
Most investors don't know what they're paying. You will.
No commissions
We don't earn referral fees, commissions, or management fees. Zero.
We don't hold your money
We're not a bank or brokerage. We have no reason to steer you anywhere.
You're the customer
We make money from subscriptions. Our only incentive is to show you exactly what you're paying and where your money is going.
See pricing →No commissions
We don't earn referral fees, commissions, or management fees. Zero.
We don't hold your money
We're not a bank or brokerage. We have no reason to steer you anywhere.
You're the customer
We make money from subscriptions. Our only incentive is to show you exactly what you're paying and where your money is going.
See pricing →We started by helping friends and family make sense of their portfolios. Now we're building the tool we wish existed for every Canadian investor. Read our story.
Bank-level security, built in from day one
AES-256 encryption. No passwords or SINs stored. Your data isn't sold or shared.
Read our full security approach →AES-256 encryption
Your data is encrypted at rest and in transit.
No passwords or SINs stored
We don't ask for or store sensitive credentials.
Your data isn't sold
We make money from subscriptions, not your information.
No third-party connectors
FCAC warns that sharing credentials with apps can void your bank's fraud protection.
Regular security audits
We test our own systems before anyone else does.
Erase anytime
One button. All your data gone. No hoops.
Built by investors, for investors
We're not from Bay Street and we didn't study finance. We're DIY investors who spent years helping friends and family make sense of their portfolios. Spreadsheets, screen shares, "what does this fee mean?" conversations over coffee.
Eventually we stopped explaining and started building. Greenline is the tool we wished existed when we were figuring this out ourselves. It does one thing: shows you exactly what you own and what it costs. No trading, no robo-advice, no gimmicks. Just clarity.
Always shipping
We release updates every month, shaped by what users actually ask for. Here's what's on the way.
Got an idea? Tell us. We're listening.
WealthsimpleQuestradeTD Direct InvestingRBC Direct InvestingBMO InvestorLineInteractive BrokersCIBC Investor's EdgeMore platforms coming soon.
Import failure visibility
Previously
Ready to |
Set up takes a few minutes. You'll wonder how you went this long without looking.
Start now, it's freeFree during Beta. Try a sample portfolio or bring your own. Early members lock in the best pricing.