April 2, 2025 · New feature
Greenline now supports Wealthsimple
Upload your Wealthsimple holdings report and your positions, cost basis, and accounts flow in automatically.
Wealthsimple is the brokerage that brought commission-free trading to Canada. When Wealthsimple Trade launched in 2019, it was the first platform in the country to offer zero-commission stock and ETF trades. Today more than three million Canadians have a Wealthsimple account, and for a huge share of new investors, it was the first place they ever bought a share.
Now all of that data has a proper home in Greenline.
Upload your Wealthsimple holdings report and every position, cost basis, and account gets pulled in automatically. TFSA, RRSP, FHSA, personal, crypto. All of it comes across, and all of it lines up next to anything else you hold elsewhere.
If Wealthsimple was where you started, Greenline is where you can finally see what all of that investing has actually built.
More updates
August 6, 2026
Group your holdings, however you'd like
Bundle VFV, VOO, and XUS into one S&P 500 row. Or build a Big Five banks group. Your portfolio, your groupings.
August 5, 2026
Greenline now supports National Bank Direct Brokerage
Import your NBDB holdings and account activity straight from a CSV export, dividends and DRIPs included.
August 1, 2026
The portfolio chart got a glow-up
Dynamic colour, smoother animations, and new chart options like high/low markers and an on-chart value scale.
June 30, 2026
Filter your transactions
Filter by account, action, or holding to find any transaction in seconds.