Changelog

Fixed a bug where failed PDF or screenshot imports would appear stuck on “Processing” instead of showing as failed. You’ll now see a clear error message when an import doesn’t go through.

Greenline now checks your statement before processing it to make sure it has the right data. If something doesn’t look right, like a tax slip or transaction history instead of a holdings statement, you’ll get a clear explanation and tips on what to upload instead, saving you time waiting for something that wouldn’t have worked.

CIBC Investor’s Edge is now a supported brokerage. If you use Investor’s Edge, you can select it during setup and Greenline will configure your account accordingly.

You can now save or copy any chart card as a polished PNG image. Tap the share menu on a card to download or copy it to your clipboard, perfect for sharing your portfolio snapshots or tracking progress over time.

More details, more insights, and more account-level data. Each account now surfaces richer information so you can understand what’s happening without digging through individual holdings.

Interactive Brokers is now a supported brokerage. If you use IBKR, you can select it during setup and Greenline will configure your account accordingly.

Fixed a bug where intraday portfolio values could appear inflated during market hours. Also resolved an issue where realtime price updates stopped working and improved how often growth tables recalculate.

Monthly summary emails now join the weekly ones, with a deeper look at your portfolio over the past month. Onboarding now supports uploading multiple files at once, so you can import all your accounts in a single session.

Fixed an issue where some users could get stuck in an onboarding loop, and another where weekly emails were still being sent after unsubscribing. Also resolved intermittent issues with charts not loading and the holdings table breaking after navigating away and back.

A completely new way to see what you own. Interactive charts for sector and region allocation, clickable pills that filter your holdings, and a detail page for each holding showing your returns, account breakdown, and history. Everything about your holdings, in one place.

See every dividend you have earned, broken down by holding, account, and time period. A new prediction engine forecasts upcoming payouts based on historical patterns, so you know what’s coming before it arrives.

Grant’s responses now stream in real time instead of making you wait for the full answer. The conversation feels more natural, and Grant can handle deeper questions about your portfolio with more context and accuracy.

Cleaned up several issues with dividend predictions and tracking. Fixed overlapping predictions, currency mismatches in dividend totals, and improved how dividend frequency is detected. RRSP accounts now correctly apply the US withholding tax exemption.

The entire app now loads faster. Your portfolio value updates in real time as prices change during market hours, no manual refresh needed. Dashboard data loads instantly from cache while fresh numbers are fetched in the background. Comparison periods let you overlay two timeframes on your chart. Market hours indicator pulses green when markets are open.

Tap any holding to see its full story: price chart, book cost overlay, which accounts it lives in, and milestones. Everything about a single holding, all in one place.

Fixed an issue where capital gains could display incorrectly, along with several cash balance bugs. You can now enter negative cash for margin accounts and decimal amounts work properly.

Mutual fund support with fund fact uploads. Crypto account type for tracking Bitcoin, Ethereum, and others. Capital gains widget for tax season. Screenshot upload as another way to get your data in. Sample portfolio templates for new users who want to explore before importing. Yearly and quarterly performance views with best-period highlights. Stock logos throughout the app. Early prototype work on net worth tracking beyond brokerage accounts.

A weekly summary email lands in your inbox every Friday with your portfolio highlights. New asset class breakdown shows your split between equities, bonds, and cash so you can see your overall allocation at a glance.

Compare your portfolio’s performance against indices like the S&P 500 and TSX. See how your returns stack up over any time period. A similarity score shows how closely your portfolio tracks each benchmark.

RBC Direct Investing is now a supported brokerage. Select it during setup and Greenline handles fee calculations, account types, and PDF statement uploads for RBC.

A totally redesigned setup experience. A new snapshot builder lets you enter your current holdings when you first sign up, so you see your portfolio immediately instead of starting from zero. A guided product tour walks you through every feature. Also in this update: automatic stock split handling and stock autocomplete when logging trades.

You can now select TD Direct Investing as your brokerage when setting up your account. Greenline will tailor fee calculations, book cost tracking, and account types to match how TD works.

Get a notification on your phone when your daily summary is ready. Choose which alerts you want in your settings. No spam, just the updates you asked for.

You can now edit your stock transactions after logging them. Change the date, quantity, price, or currency without having to delete and re-enter. A completely rebuilt transaction logger also makes manual entry faster.

BMO InvestorLine is now a supported brokerage. Select it during setup and Greenline handles fee calculations, account types, and statement parsing for BMO.

Download your holdings report from Wealthsimple and upload it to Greenline. It gets parsed automatically with your account names, positions, and balances mapped correctly. The fastest way to get your Wealthsimple data in.

Greenline now tracks your all-time highs and best days. New “week in review” and “month in review” summaries show how your portfolio performed over the past period with charts and key numbers at a glance.

Fixed several calculation issues affecting portfolio returns, cash balances, and book cost values for multi-currency accounts. Numbers across the app should now be more consistent and reliable.

Upload your brokerage PDF statements directly. Greenline reads them and pulls out your holdings automatically. Drop the file in (or drag it), review what was found, and confirm. No manual entry needed.

A single page for every holding across every account, with sorting and filtering. See your full portfolio in one place, search for a specific stock, or filter by sector and region.

When something looks off in an import, Greenline now catches it. A review wizard walks you through confirming or correcting anything that doesn’t add up, so your data stays accurate without you having to hunt for errors.

Group your accounts by institution. All your Wealthsimple accounts together, all your Questrade accounts together. See combined performance and holdings for each group instead of checking accounts one at a time.

Every morning, Greenline writes you a plain-language summary of what happened in your portfolio yesterday. What moved, by how much, and why it matters. No jargon, no noise. Just a quick read to start your day.

Stock prices now update in realtime during market hours, not just end of day. Your portfolio value stays current while markets are open, and you can see exactly how your holdings are moving throughout the day.

Three things at once. Add Greenline to your phone’s home screen so it works like a native app. Privacy mode hides your numbers when someone’s looking over your shoulder. And ETF fee tracking shows you what you’re actually paying in embedded management fees.

See where your money is actually invested, broken down by sector (tech, financials, energy) and region (Canada, US, international). Includes historical charts so you can see how your allocation has shifted over time. Also in this update: dividend history tracking and a biggest holdings pie chart.

Wealthsimple and Questrade are now supported brokerages. Select either one during setup and Greenline will tailor fee tracking, account types, and import parsing to match your platform.