Analyze your finances in any direction

You own more than a list of tickers. See every holding up close, what your ETFs are really made of, and how it all balances out.

See your full portfolio, free

Every holding, up close

Open any position and see the whole story: your return broken into its parts, every purchase lot, and how it has behaved since the day you bought it.

Your returns, itemized
Unrealized, realized, and dividends, next to your book cost.
Purchase lots
Each buy tracked separately, with its own cost and performance.
Held across accounts
One holding, every account it lives in, one view.

See through your ETFs

An ETF is a container. Greenline looks inside every one you own, so "diversified" is something you can check, not hope.

Your real exposure
Fund holdings blended into what you actually own.
Overlap, surfaced
Own a stock directly and through a fund? You'll see it.

You might think you're diversified because you've got four different ETFs. Then you find out they have all the same holdings.

Todd, Calgary, AB

How it all balances out

Sectors, regions, and currencies, blended across every account and every fund.

Sectors

Where your money actually works.

Regions

Canada, the US, and everywhere else.

Currencies

CAD and USD, side by side.

Sectors

Where your money actually works.

Regions

Canada, the US, and everywhere else.

Currencies

CAD and USD, side by side.

And what it costs you

Every fund you own charges a fee. Greenline shows it in dollars, per holding, so the number finally feels like money.

See how fees affect your returns

Questions, answered

Does ETF look-through work for Canadian ETFs?

Yes. Greenline looks inside the funds you hold, including all-in-one Canadian ETFs, and blends their contents into your real sector, region, and currency exposure.

Can I see a single holding across several accounts?

Yes. A holding you own in more than one account shows up as one position with a per-account breakdown, so you see both the whole and the parts.

How are purchase lots tracked?

Every buy is kept as its own lot with its own cost and date. The holding page shows how each lot has performed since you bought it.

Are fees shown in percentages or dollars?

Both, but dollars lead. A 0.65% MER means little until you see what it costs you per year on your actual balance.

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