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Changelog

Greenline is built by a small team, and we're always improving it. This page exists so you can see that for yourself. Every feature, improvement, and milestone, as it happens.

Looking for the big launches with context and screenshots? Head to the product blog.

150 updates 20 months Last updated October 2026
October 2026
7 Oct

TD statements with split share lines

TD Direct Investing lists a stock’s whole shares and its reinvested fractional shares on separate lines. That used to stop your upload unless you skipped a line and lost those shares. Greenline now combines them into one holding with the full share count and book cost, and you can tap it to see each line.

6 Oct

Remember your commission

When you log a buy or sell with a different commission than usual, tick “Use $X for future trades in this account” and Greenline fills it in next time. If you change an account’s brokerage, the account now takes the new brokerage’s commission.

6 Oct

A smoother onboarding

Each setup step slides in from the direction you’re going, and the progress bar shows which of the four steps you’re on. On phones, the main button stays pinned to the bottom of the screen, and you can sign out partway through setup.

5 Oct

Better suggested questions for Grant

The questions suggested under your daily summary now stick to what Grant can answer from today’s numbers, so tapping one gets you a real answer. The three suggestions also cover different topics.

5 Oct

A fresh look for your Watchlist

The Watchlist card has a cleaner design. Adding a stock opens a search right in the card, every stock links to its own page, and price alerts show as a simple bell.

2 Oct

Another round of fixes

Tapping a milestone notification now opens the holding it names. Some portfolios with cash, margin, or funds in another currency were getting an “all-time high” alert almost every day, and that’s fixed. Number fields accept a comma as the decimal mark, Greenline warns you before you log a sale in a currency that doesn’t hold the shares, and the Fund Library gained 235 more BMO funds.

2 Oct

Holdings and group shortcuts

The Holdings page now has the same Log a transaction button as your account pages, with uploads one tap away. A group’s menu also lets you add a holding, edit the group, or ungroup it.

2 Oct

Every share, to the decimal

Holdings lists now show your full share count, so fractional shares, like the ones a dividend reinvestment buys, are no longer rounded away. Whole counts stay whole. If you prefer a cleaner list, turn off Show all share decimals in Settings and lists show one decimal.

2 Oct

Summaries that say when they're from

Each summary now opens with its check-in and time, like “First check-in, 8:31 AM” or “Today’s wrap-up”, so a midday update never reads like the end-of-day recap. Summaries also dig deeper into the news, so they can more often tell you why a holding moved. Weekly and monthly emails now end with a key that puts each stock’s name beside its ticker.

1 Oct

Filter by account

The Holdings and Allocations pages now have an account picker, so you can look at one account, one account type, or any mix of accounts. Your choice stays in the page link, so a bookmarked or shared link opens the same view.

1 Oct

Easier imports, and 11 more funds

When you update an account by import, the file goes into the account you started from, even if you have two similar accounts at the same brokerage. The statement guide opens right on the import screen, and we added 11 funds from NEI, Mackenzie, and BMO.

1 Oct

Goals as a line, donut, or bar

Choose how each goal looks on the Goals card: a line that traces your path to the target date, a donut, or a bar. If you have one goal, it fills the whole card and shows today’s balance, your target date, and where you’re projected to land.

1 Oct

Holding groups open in one tap

On your phone, tapping a holding group opens a panel that lists its holdings. Tap any holding to see its actions, then tap Back to return to the group.

1 Oct

Your real top sector and region

If your largest position is an ETF, At a Glance used to list “ETF” as your top sector and region. It now looks inside your funds and names what you hold the most of, matching the Sectors and Regions cards.

September 2026
30 Sep

Name your brokerage, and a new Account box

Pick Other when you add or edit an account and type your brokerage’s name, even if it isn’t on our list. Each account page also has an Account box beside the chart with the brokerage, account type, holdings, and cash, plus editing and logging in one place.

30 Sep

Faster, more accurate summaries

Your daily, midday, weekly, and monthly summaries now run on a faster system, so they arrive on time even on busy market days. They also stop calling a losing holding your biggest gainer, and they blend your funds into their real sectors instead of listing “ETFs”.

29 Sep

Imports recognize more of what you hold

When you import a statement, Greenline now recognizes more stocks and ETFs by name, and it matches mutual funds to the Fund Library for you. Fewer holdings need to be matched by hand, and you can still change any match during review.

29 Sep

A round of fixes

Closing prices no longer go missing when the price source is slow, and holding alerts now go out while the market is open. We also fixed logos that showed the wrong company, kept the phone keyboard from covering forms, added a Done button above the iPhone keyboard, and made the market status name the right day in your time zone.

29 Sep

Holdings in their own currency

The Holdings card now follows your currency display setting, so a US stock can show its value in US dollars instead of always being converted.

28 Sep

Smoother account charts

Switching periods on an account page now glides the chart into the new range, the same way the Today page does. Account pages also follow your plan’s history window, so the periods match what you see on Today.

28 Sep

Quick actions on your holdings

Every holding now has its own actions menu, so you can log a trade, update a target, move a holding, or add it to your watchlist right from the row. On your phone, tap a holding to open a quick view with the same actions and a price chart.

28 Sep

A refreshed import page

A banner tells you when a statement is waiting for your review, a shelf shows your latest uploads, and the header names the account and lets you switch import methods in one click. Screenshot uploads come with a short checklist of what a good screenshot shows.

28 Sep

A tidier watchlist

The watchlist’s controls now live in one menu. You can also show today’s change in dollars instead of percent. Tap any row’s change to switch them all.

24 Sep

Attach screenshots when you message us

When you message the Greenline team from Help, you can now add up to five screenshots, or paste one straight in. It helps us see the problem and fix it faster.

23 Sep

Give a stock a nickname

Can’t remember what a ticker stands for? Open a holding’s Manage menu and give the stock a name you’ll recognize. The nickname shows wherever your holdings appear, and searching by the official name still finds it.

23 Sep

Your position on every stock page

A stock’s page now has a Your position card that shows which accounts hold it, its nickname, its group, and your watchlist target, each one tap from editing. Expand a holding on the Holdings page to see your average cost in each account.

21 Sep

Other (Registered) accounts

Track a pension plan, an employer plan, or any registered account that isn’t on our list with the new Other (Registered) account type.

13 Sep

Record a stock split

When a company splits its shares, enter the ratio and Greenline shows every record it will change in each account before you confirm, so your history stays accurate.

12 Sep

A rebuilt mutual funds page

See every fund you own in one sortable table, along with the accounts that hold it. Update values for all your funds in one pass, and enter amounts as totals or per unit.

10 Sep

Paste a screenshot to import it

Copy a screenshot of your brokerage account and paste it straight into Greenline, including on iPhone. No need to save it to your photos first.

9 Sep

Weekly and twice-monthly dividends

Funds that pay weekly or twice a month now show the right upcoming dividends, and forecasts no longer spill past the period you’re looking at.

9 Sep

Sort your holdings on your phone

Sorting your holdings now works on your phone too, on the Holdings page and on each account’s page. Greenline remembers how you like them sorted.

4 Sep

Whole dollars by default

Amounts across Greenline now show in whole dollars, so the numbers are easier to scan. Cents stay on stock prices, transactions, and anything under a dollar. Prefer them everywhere? Switch them back on in settings.

3 Sep

See your accounts by name

The Accounts card on Today can now list each account by name, not just grouped by type, with its own small chart and return for the period you’re looking at.

1 Sep

Edit accounts and holdings, plus LIF accounts

Rename an account, change its type, or fix a holding that came in wrong. You can also add LIF accounts, switch allocation charts between dollars and percentages, and see blended region and sector charts that look inside your ETFs.

1 Sep

Sign in with any email

Sign in with any email address, not just Google or Apple. We’ll send you a code, and you’re in.

The Greenline sign-in screen with options for Google, Apple, or an email address
1 Sep

Fix an import yourself

When a holding comes in wrong, like the wrong exchange, the wrong currency, or a stock that wasn’t recognised, you can now match it to the right one yourself before it lands in your portfolio. Statements with more than one account also bring in every account, reviewed one at a time.

1 Sep

The Import Hub

One place to update every account. Tap Import along the top to bring in a statement, screenshot, or CSV without leaving the page, see which accounts are ready for their next update, and look back at what you’ve brought in.

1 Sep

A new Help section, with short guided tours

Help now has its own home along the top. Message the Greenline team, or choose Show me how to for a short walkthrough, from deleting a holding and updating cash to editing an account.

August 2026
31 Aug

More accurate weekly and monthly summaries

Your weekly and monthly summaries could describe a gain from several years as if it happened this week. Fixed. Each summary now sticks to the period it covers.

28 Aug

Dividend goals that use your real yield

Dividend goals used to assume a flat 3% yield. Now you can choose your own, or use what your holdings actually pay, so your goal reflects your portfolio.

23 Aug

A simpler way around Greenline

On desktop, Greenline is now organized into five places: Today, Portfolio, Accounts, Activity, and Plan. Everything you used before is still there, just easier to find.

12 Aug

More accurate gains after partial sells

If you had sold part of a position, the unrealized gain on what you still hold could be calculated against your full original cost instead of just the shares remaining. Fixed. Your numbers now reflect exactly what you hold today.

6 Aug

Group your holdings

Hold VFV, VOO, and XUS, all for the S&P 500? Bundle them into one group and track them as a single position across the whole app, from Biggest Movers to your allocation breakdowns. Expand a group any time to see the tickers inside. Works for stocks, ETFs, and crypto.

The Group your holdings announcement in Greenline, showing an S&P 500 group with VOO and VFV
5 Aug

Import your National Bank activity history

National Bank Direct Brokerage accounts can now bring in their full activity history, not just current holdings. Buys, sells, dividends, distributions, and reinvested DRIP shares all come across, along with cash movements and your ending balance.

National Bank Direct Brokerage support in Greenline
4 Aug

A friendlier daily summary

The daily summary card was restyled with a cleaner layout, easier-to-read text on phones, and follow-up questions presented chat-style, so digging deeper into your day feels natural.

1 Aug

The portfolio chart got a glow-up

The overview chart has new dynamic colours, animations that glide between time periods, and optional extras you can switch on from its menu: portfolio high/low markers and an on-chart value scale. Numbers across the app also got calmer, with quieter dollar signs, cents, and percent signs.

July 2026
24 Jul

Smaller fixes

Fixed a flicker in the transaction logger when picking a recent holding, and an issue where three-year totals on the overview could keep showing a stale figure after new activity came in.

23 Jul

A home for positions you have sold

Holdings you have fully exited now have a place of their own, a quiet Past holdings section at the bottom of the page, so your current positions read cleanly without a toggle in the way. Open it and each exited position expands to show what you paid, what you sold for, and how it finished.

22 Jul

Better ticker matching on CIBC imports

CIBC imports now resolve tickers properly, including those on the TSX and the TSX Venture Exchange. Those files list the symbol and the exchange in separate columns, which used to leave a few holdings unmatched and needing a fix by hand.

22 Jul

Import your National Bank holdings from a CSV

You can now bring in your National Bank Direct Brokerage holdings from a CSV. Download the file from your account, upload it, and check the matches before anything is saved. There is a step-by-step guide for it in the import section.

21 Jul

More accurate closing prices

Some holdings were picking up an odd end-of-day price from our data provider, which made a position look like it had jumped or dropped when it had not. We changed how the closing price is chosen for the tickers this affected, and corrected the historical prices that had already been stored.

21 Jul

A heat map for your watchlist

The watchlist gained a heat map view, so you can scan today’s action in one glance. Switch back to the list any time from the same control.

20 Jul

Quieter tickers

Tickers now carry their exchange suffix at a lighter weight, so “VEQT” leads and ”.TO” sits back instead of competing with the name beside it. The suffix is still there when you need it, just dialled back, which makes a long list of holdings much easier to scan.

20 Jul

See both of your price targets at once

If you set both an upper and a lower target on a watchlist item, the list only showed you one of them. It now shows both, with the upper target leading, so you can see the whole range you are watching for without opening anything.

19 Jul

Dividend projections, two ways

The dividends widget can now show your income two ways: projected forward over the next twelve months, or looking back at the last twelve. Flip between them right on the refreshed card.

18 Jul

Arrange your accounts your way

You can now drag your accounts, and whole account types, into whatever order makes sense to you. The order you set carries through the rest of the app.

16 Jul

Pair any return with any chart timeframe

Your chart’s timeframe is no longer tied to the return in the top left of your portfolio card. Show a one-day return with a year-to-date chart, or any other pairing you like, from Overview and timeframes in settings.

The Choose your own chart timeframe announcement in Greenline
15 Jul

Recent updates, inside the app

Greenline now tells you about new features right inside the app, with a Recent updates section so you can catch up on anything you missed. Meta? A little. Useful? Very.

The Welcome to Recent Updates announcement in Greenline
14 Jul

Mutual Funds, grouped by what you hold

The Mutual Funds page now separates the funds you currently hold from the ones you don’t, with a cleaner rail and detail layout. Your actual positions come first.

13 Jul

Settings, reorganized

Settings got a rethink, with a rebuilt Preferences page and a new Display card that puts theme and hide-amounts controls in one place. On desktop, settings now open in a sheet beside your portfolio instead of taking you away from it.

12 Jul

Track up to three goals at once

The Goal card on Today can now hold up to three goals, so your portfolio target, dividend income goal, and retirement number can all live side by side. Setting one up is now a calm four-step flow.

11 Jul

A smarter Accounts page

The Accounts page now rolls everything up under an All Accounts summary card, with your accounts nested underneath by type. The allocation donut is interactive, and each account’s mini chart starts from the day you funded it, so short histories stop looking like flat lines.

10 Jul

Logging starts from the holding

The ”+” button now starts from the holding instead of the account, which matches how most of us actually think (“I bought more VFV”) and gets you through the form faster. The form itself got calmer too, and if you don’t want to enter full history for a stock you already own, you can simply record your current position and move on.

9 Jul

Web app reliability fixes

Two fixes for rare but annoying dead ends. Greenline added to your iPhone home screen no longer gets stuck on a blank screen, and Safari now recovers on its own when a stale version of the app is cached after an update.

8 Jul

Preview backdated changes before you save

Logging a buy or sell that happened in the past? Greenline now shows you how that backdated transaction will change your account before you commit it, so there are no surprises in today’s numbers.

7 Jul

Three return timeframes on the portfolio card

The portfolio card can now show up to three return timeframes at once, and you pick which one the chart follows. Configure it right on the card itself, no trip to settings required.

6 Jul

A bolder Biggest Movers

The Biggest Movers card got a redesign. Tiles are now sized by rank, so your number one mover is the hero of the card, and the whole thing reads at a glance.

3 Jul

A new Activity feed

There’s a new Activity page that shows everything that has happened in your portfolio: transactions you logged or edited, snapshots you saved, dividends you approved, and files you imported, all in one running list. Handy when you’re wondering “wait, when did that change?”

June 2026
30 Jun

See what a snapshot changed

When you save a snapshot, Greenline now shows a short headline of what changed, like which holdings were added, updated, or closed out. It is an easy way to confirm you logged the right thing before moving on.

23 Jun

Redesigned account pages

Account pages got a cleaner header, an on-chart period selector, and a clearer breadcrumb so you always know where you are. Account types that hold several sub-accounts now show a count, making it easier to see how everything nests together.

22 Jun

A quicker account switcher

Moving between your accounts is faster now. A new account switcher lets you jump straight from one account to another, whether you are on your phone or your computer, without going back to the accounts list each time.

22 Jun

A clearer Holdings table

We rebalanced the columns on the Holdings table so the numbers that matter line up and are easier to scan at a glance. The period selector now lives inside the table card, right where you need it.

22 Jun

A refreshed, calmer look

We gave the app a quiet polish pass: hairline borders that define cards without boxing them in, consistent tabs and input fields throughout, unified chart styling, and gentler greens in dark mode. Nothing moved, everything just reads a little cleaner.

22 Jun

A clearer way to log snapshots

The snapshot drawer got a rework that makes it easier to review your holdings before you save. On mobile, you now move through a clean list, recap, and edit flow, so logging where your account stands today feels deliberate instead of fiddly.

17 Jun

More accurate money-weighted returns

Greenline now uses a money-weighted method (Modified Dietz) end to end when your returns are affected by the timing of your contributions and withdrawals. If you added a large deposit partway through the year, your return now reflects when that money actually started working, not just how much you put in.

16 Jun

Edit holdings without leaving the page

You can now flip a holding into edit mode right from the Holdings tab, with a clearer picker for past positions and a pen to jump straight into a snapshot. Fewer taps to fix a number, and less hunting for where to do it.

15 Jun

More accurate dividends and net worth

We tightened up a couple of calculations behind the scenes. Withholding tax is now applied consistently across your dividend history, so your income totals match what actually landed in your accounts, and property values flow correctly into your net worth and the calculators that use it.

15 Jun

Fee pills link to fund facts

The mutual-fund fee pills now link straight to that fund’s facts, and show the institution’s logo, so checking what you are paying and who manages the fund takes one tap.

May 2026
27 May

Smoother first-time setup

Setting up your portfolio for the first time is now more reliable. We fixed a handful of issues that could cause the setup screens to flicker, get stuck in a redirect loop, or bounce you backwards when retrying a failed import.

27 May

A smoother transactions page and faster onboarding

A round of polish across two of the busiest parts of the app. The transactions page now has expandable date snapshots that remember your choices per account, smoother pagination, and tidier holding and stock filters, and a new transaction you log from the plus button shows up right away even when you are already on the page. During onboarding, picking a stock while adding your holdings is now instant, with the price loading in the background a moment later so you never have to wait.

26 May

Summary email accuracy improvements

Fixed a few issues in your weekly and monthly retrospective emails where percentages and dollar amounts could show up with the wrong sign, awkward trailing decimals, or values that did not quite match your portfolio. Numbers in these summaries now read cleanly and match what you see in the app.

25 May

Instant deletes with undo

Deleting a transaction, removing a stock from an account, or deleting a snapshot is now instant. You get a five second Undo button after each delete, and a small banner tells you when your balances and returns have finished updating in the background. If you have Greenline open on another device, the status syncs over within a second.

19 May

Short positions now appear correctly

Fixed an issue where holdings with negative quantities, like short positions, were being left out of portfolio overviews, account summaries, holding details, and returns calculations. They now show up properly across the app.

April 2026
30 Apr

Cleaner Dividends portal with Log all

Pending and upcoming dividends now sit in their own clear sections. A new Log all button records multiple at once, and you can still adjust individual ones or log them as reinvestments.

30 Apr

Performance by Lot on every holding

Bought the same stock more than once? The new Performance by Lot card on each holding’s page shows how each buy is doing on its own, instead of just the blended average.

30 Apr

View the whole app in USD or CAD

Flip your entire portfolio between CAD and USD with one tap. Holdings, performance, dividends, and totals all switch together. Set it under Settings.

25 Apr

Currency flag preference

You can now choose when Greenline shows currency flags next to dollar amounts, either only on foreign currencies or on every value. Find the toggle under Settings, Locale.

24 Apr

Scotia iTrade support

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

22 Apr

Holdings snapshots in Greenline CSV uploads

The Greenline CSV format now supports holdings snapshots, rows that capture exactly what you held in an account on a given date. They are handy when you are onboarding from another broker or reconciling at year end and you do not have every historical transaction. The CSV upload page has updated instructions and a new sample file you can download to get started.

22 Apr

Greenline is now on iOS

Greenline is now on the App Store. The native iOS app is significantly faster and smoother than the web, free from the compromises of running inside a browser.

Same account, same data, less friction every time you check in.

Android is next. For now, you can install Greenline to your Android home screen for the same full experience today.

16 Apr

Smarter portfolio summaries

Your daily, weekly, and monthly summaries now track streaks. They surface green days, red days, and stretches where you’re beating the market, and call out when exchange rate moves meaningfully helped or hurt your returns.

8 Apr

Intraday portfolio value fix

Fixed a bug where daily high and low values weren’t including mutual funds, causing them to appear lower than your actual portfolio value. If you hold mutual funds, your intraday stats are now accurate.

8 Apr

Navigation and settings refresh

The mobile menu has been redesigned with a cleaner, full-screen layout. Your portfolio, planning tools, and settings are now organized into clear groups. Notification preferences also moved into their own dedicated tab in Settings, making them easier to find and manage.

7 Apr

Mutual fund detail pages

Each mutual fund now has its own dedicated page. You can see a breakdown by account, edit your allocation percentages inline, and quickly jump between funds, all from one place. Tapping on any fund name throughout the app now takes you straight to its detail page.

7 Apr

Mutual fund snapshots in transactions

Your mutual fund value snapshots now show up right alongside your regular transaction history. Everything’s in one table. You can view, edit, or delete any snapshot without switching between different sections.

6 Apr

AI-powered holding matching

When you upload a statement, Greenline now uses AI to recognize your holdings. If a direct lookup doesn’t find a match, it’ll search by name, cross-reference candidates, and pick the best match on its own. Fewer holdings end up unmatched after an import.

6 Apr

Smarter stock search

Searching for stocks and ETFs now uses smarter matching. It can find what you’re looking for even with partial names or slight typos. Even something like “asia vanguard etf pacific cad” correctly finds Vanguard FTSE Developed Asia Pacific All Cap Index ETF (CAD-hedged).

4 Apr

Cash balance updates when logging transactions

When you log a buy, sell, or dividend, you can now choose to automatically update your cash balance at the same time. A new toggle in the transaction form shows a preview of the change. No need to update cash separately.

Updating cash balance when logging a transaction in Greenline
March 2026
30 Mar

Dark Mode

Greenline now has Dark Mode. Every screen, every chart, every number.

It applies across every tab: Today, Allocations, Holdings, cards, the works. Every chart, waterfall, sparkline, and benchmark comparison has been redesigned to be readable against a dark background.

Your reds are still red. Your greens are still green.

27 Mar

Peak Portfolio Days

The Best Days widget, now called Peak Portfolio Days, shows how your current portfolio value compares to each all-time high. You’ll see the dollar and percentage distance from each peak, so you always know how close you are to your best.

26 Mar

Faster stock prices

We’ve overhauled how Greenline pulls stock prices. Your portfolio now updates in near real-time, so the numbers you see more closely reflect what’s happening in the market.

Near real-time stock prices in Greenline
26 Mar

Pull to refresh

Yes, it took us a year, but you can now pull down from the top of the screen to refresh your portfolio. Better late than never. Works when you’ve installed Greenline to your home screen.

20 Mar

Faster PDF imports

We completely rebuilt how Greenline reads your statements. The new system is purpose-built for financial documents and 4x faster than before.

Sometimes it’s so fast you might not even notice it’s processing. You upload, and it’s just done.

Faster PDF statement imports in Greenline
20 Mar

Reports page

Tax reports now have their own dedicated section with tabs for easy navigation. You can also suggest new reports directly from the app. Tell us what reports you’d like to see and we’ll consider building them.

18 Mar

Feedback form

You can now send us feedback or report bugs directly from the app. No need to send an email. Head to the Support page, write a message, attach screenshots if needed, and it goes straight to our team.

In-app feedback form in Greenline
18 Mar

Mutual fund history chart

When you log snapshots for a mutual fund, you can now see your value history as an interactive chart. Tap any point to see the exact value at that date. You can also switch between the chart and a table view. On mobile, the table now shows as a clean card layout instead of a cramped spreadsheet.

16 Mar

Mutual fund sale tracking

You can now record sale proceeds when updating your mutual fund holdings. This means Greenline can track your true performance, not just what your portfolio is worth today, but what you’ve actually earned along the way.

16 Mar

Redesigned mutual funds page

The mutual funds page got a visual overhaul. Each fund now has its own card with a cleaner layout, colour-coded allocation bars, and a more polished feel overall. On mobile, funds collapse into a compact view you can tap to expand for full details.

Redesigned mutual funds page in Greenline
13 Mar

Import failure visibility

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.

13 Mar

Smarter PDF uploads

Greenline now checks your statement before processing it to make sure it has the data we need. 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.

9 Mar

Help & Support page

There’s now a dedicated Help & Support page where you can submit symbol requests directly from the app. If a stock or ETF you hold isn’t in our system yet, you can request it without leaving Greenline.

9 Mar

IBKR and CIBC support

Interactive Brokers and CIBC are now supported brokerages. If you use either, you can select them during setup and Greenline will configure your account accordingly.

IBKR and CIBC brokerage support in Greenline
9 Mar

Mutual fund balance fix

Fixed a bug where mutual funds under the same account had their balances overwritten instead of summed. If you had multiple funds tracked in one account, your balance timeline now correctly reflects the total across all of them.

9 Mar

Share your charts

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.

7 Mar

Improved accounts view

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.

7 Mar

Interactive Brokers support

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

6 Mar

Pricing and performance fixes

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.

1 Mar

iOS app in development

We’ve started building a native iOS app. Greenline has always worked on your phone through the browser, but a dedicated app means faster performance, better notifications, and a more polished experience. More to share soon.

February 2026
27 Feb

Monthly retrospectives and multi-file upload

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.

22 Feb

Reliability fixes

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.

17 Feb

A brand new look

Greenline just got an updated look. More space, clearer typography, and numbers that stand out.

Updating balances and logging transactions now takes less effort.

The whole app is built around the questions you’re already asking: What do I have? How is it doing? Where is it held?

Greenline visual redesign
17 Feb

Holdings view

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.

Holdings view in Greenline
10 Feb

Dividend tracking

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.

Dividend tracking in Greenline
January 2026
24 Jan

Grant now streams answers

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.

17 Jan

New tabs, clearer insights

Greenline is now organized around how you actually use it. A new Today tab for daily check-ins, and other tabs for deeper insights when you need them. Less clutter, more clarity.

We’ve also added Performance and Annual Growth charts, so you can see how your portfolio has performed over your entire investment history, by quarter and by year.

Redesigned tab layout in Greenline
7 Jan

Speed and live updates

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.

Comparing three timeframes side by side in Greenline
4 Jan

Holding detail pages

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.

December 2025
22 Dec

Capital gains and cash balance fixes

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.

12 Dec

Crypto tracking

Greenline now supports crypto. Add Bitcoin, Ethereum, and other holdings from exchanges, and your daily AI summaries will include notable crypto movements alongside your stocks and funds.

See your full financial picture in one place: ETFs, stocks, mutual funds, RSPs, and now crypto.

Tracked in USD for now. If you own crypto ETFs, keep tracking those in your regular accounts.

Crypto account tracking in Greenline
10 Dec

Mutual funds

Greenline now supports mutual funds. See ETFs, stocks, mutual funds, and your group RSP in one place, with deeper insight into your sector concentrations than before. Catch hidden overlaps when multiple funds hold the same stocks, and get a truer picture of your diversification.

Go to Profile, then Manage Assets, to create your funds with fund sheets, fees, sectors, holdings, and regions. Then log transactions to track your units over time.

Mutual fund tracking in Greenline
November 2025
21 Nov

Weekly summary emails and asset class breakdown

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.

11 Nov

Meet Grant

Grant is Greenline’s AI. Ask it anything about your portfolio and get an answer grounded in your actual data. “Which of my holdings pays the most in dividends?” “How has my sector allocation changed this year?” Grant understands your numbers, not just generic advice.

10 Nov

Waterfall charts and Product Tour

By popular demand, you can now see what drives your returns, up or down, with the new Waterfall view in Today’s Movers. Perfect for understanding how each holding contributes to your overall performance on any given day.

New Greenline users also get a built-in Product Tour to orient them right away. Long-time users can retake it anytime from the profile menu.

5 Nov

Benchmark comparison

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.

October 2025
30 Oct

RBC Direct Investing support

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.

21 Oct

Onboarding overhaul

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.

15 Oct

TD Direct Investing support

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.

September 2025
23 Sep

Push notifications

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.

17 Sep

Transaction editing

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.

15 Sep

BMO InvestorLine support

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

August 2025
2 Aug

Portfolio milestones and week in review

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.

July 2025
28 Jul

Accuracy improvements

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.

20 Jul

PDF statement upload

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.

16 Jul

Dedicated holdings page

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.

June 2025
20 Jun

Data correction wizard

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.

May 2025
28 May

AI daily summary

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.

23 May

Realtime stock prices

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.

4 May

Add to phone, privacy mode, and fee tracking

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.

February 2025
11 Feb

Portfolio dashboard

Greenline got a real dashboard. You can now see your total holdings breakdown, dividends earned, total returns, and amount invested, all in one view. Before this, everything was account by account. Now it’s your whole portfolio at a glance.

Portfolio dashboard in Greenline