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
September 10, 2026
Find your mutual funds in the Fund Library
Search more than 4,500 Canadian mutual funds and get sector and region allocations, fees, and holdings filled in for you.
September 1, 2026
Easier imports, short tours, and sign in with any email
Fix an import yourself, update every account from one place, get a quick walkthrough when you're stuck, and sign in with any email address.
August 21, 2026
Greenline in The Globe and Mail
Andrew Galbraith at The Globe and Mail tried Greenline and wrote about it. We're honoured.
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.