Support
Step-by-step guides for importing your investment data into Greenline.
Getting started
Importing data
Fixing Import Errors
How to correct holdings or transactions that didn't import correctly into Greenline.
Importing Data via Screenshot
How to use Greenline's screenshot reader to import your holdings from any brokerage.
Logging Transactions Manually
How to add buys, sells, dividends, transfers and fees by hand in Greenline.
Reviewing Your Imports
How the Portfolio Inbox works, and why nothing lands in your portfolio until you confirm it.
Import BMO InvestorLine PDFs
Step-by-step guide to downloading your BMO InvestorLine account statements as PDFs and importing them into Greenline.
How to Export Your Questrade Statements as PDFs
Step-by-step guide to downloading your Questrade account statements as PDFs and importing them into Greenline.
How to Export Your Questwealth Statements as PDFs
Step-by-step guide to downloading your Questrade Questwealth account statements as PDFs and importing them into Greenline.
Import RBC Direct Investing PDFs
Step-by-step guide to downloading your RBC Direct Investing account statements as PDFs and importing them into Greenline.
Import Wealthsimple Holdings CSV
Step-by-step guide to downloading your Wealthsimple Holdings Report CSV and importing it into Greenline.
How to Import Wealthsimple CSVs into Greenline
Step-by-step guide to downloading your Wealthsimple monthly statement CSVs and importing them into Greenline.
How to Export Your Wealthsimple Statements as PDFs
Step-by-step guide to downloading your Wealthsimple DIY account statements as PDFs and importing them into Greenline.
Import Wealthsimple Managed PDFs
Step-by-step guide to downloading your Wealthsimple Managed account statements as PDFs and importing them into Greenline.
Your portfolio
Comparing Against Benchmarks
How to see how your portfolio stacks up against common index benchmarks.
Reading Your Holdings Breakdown
What each column means in your holdings view: weight, quantity, today's gain, market value and all-time gain.
Tracking Your Portfolio Over Time
How to read the portfolio chart, change the timeframe, and see how your accounts have performed.
Understanding Your Allocations Page
How to read your holdings mix, currency exposure, sectors, regions and fees in Greenline.
Tracking Mutual Funds
How to add mutual funds and your group RRSP to Greenline, upload Fund Facts, and keep the balances current.
Using Privacy Mode
How to hide your portfolio balances when someone else can see your screen.