Greenline at a Glance: How It Compares
Greenline is a portfolio tracker for Canadian self-directed investors. This page compares it against the most common alternatives, aggregators, brokerage built-ins, spreadsheets, and budgeting apps, across pricing, focus, features, and approach.
| Greenline | Wealthica | Sharesight | Wealthsimple | Spreadsheets | Budgeting apps | |
|---|---|---|---|---|---|---|
| Pricing | Free during beta | Free tier; paid plans for advanced features | Free up to 10 holdings; paid above | Free trading; fees on managed plans | Free | Varies (often subscription) |
| Type | Tracker | Tracker (aggregator) | Tracker (global) | Brokerage / robo-advisor | DIY | Cash-flow tool |
| Connects to your bank | No | Yes | No (CSV / broker connections) | N/A (it is the broker) | No | Usually required |
| Multi-brokerage support | Yes | Yes | Yes | No (Wealthsimple only) | Yes (manual) | Limited |
| Canadian account types (TFSA, RRSP, FHSA, etc.) | Yes (TFSA, RRSP, FHSA, RDSP, RESP, LIRA, LIF, RRIF, Spousal, Group, non-registered, margin, cash, corporate) | Yes | Partial (global product) | Yes (TFSA, RRSP, FHSA, non-registered) | If you build it | Varies |
| ACB tracking | Yes (Canadian rules) | Yes (paid plans) | Yes (multi-country) | Limited | If you build it | No |
| Fee analysis | Yes | Partial | Limited | No | If you build it | No |
| Stock split handling | Automatic | Automatic | Automatic | Automatic | Manual | N/A |
| Mobile app | iOS app, Android home-screen install, web | iOS, Android, web | iOS, Android, web | iOS, Android, web | Web (limited on mobile) | iOS, Android, web |
| Beta or launch status | Public beta | Launched | Launched | Launched | N/A | Launched |
| Best for | Canadians who want a full picture without sharing bank logins | Canadians who want auto-sync and are comfortable with aggregators | Cross-border investors with multi-country tax needs | Buying and holding, all inside one app | DIY investors who like full control | Tracking spending and cash flow, not investments |
Information current as of April 2026. Pricing and features for other tools change over time. Always check the vendor's site for the latest.
What this means in plain English
The shortest version: Greenline is built for Canadians who want a complete picture of their investments without handing over a bank login. Wealthica is a strong choice if you are comfortable with bank aggregation. Sharesight is a global product that handles multi-country tax. Wealthsimple is a great brokerage if all your accounts live there. Spreadsheets work if you enjoy maintaining them. Budgeting apps are for spending, not investments.
They are not all trying to do the same thing. Picking the right one starts with knowing what question you are actually trying to answer.
Read the full comparisons
Both track your investments. One links your bank. One doesn't.
Both track performance. One is built for Canada.
Your brokerage handles the trades. Greenline shows you the full picture.
Everything your spreadsheet does, without the maintenance.
Budgeting apps track your spending. Greenline tracks your wealth.
Where Greenline is honest about its limits
- Greenline is in public beta. The product evolves quickly. Some features that show up on this page are still being polished.
- Greenline is not a brokerage. It does not execute trades or hold money.
- Greenline does not auto-update mutual fund prices. Mutual funds in Canada do not have a public real-time feed, so balances stay where you set them until you log an update.
- Greenline data is hosted on enterprise US infrastructure with full encryption. Canadian data residency is on the roadmap, not live today.
- Greenline does not access bank login credentials. That means you upload statements yourself, which takes a few minutes per account.