September 4, 2025 · New feature
Week and Month in Review, plus Your Trends
Quick snapshots of how things are going this week or month, and a new view showing which holdings are moving your portfolio most.
A couple of new features rolled out this week.
Week and Month in Review
Get a quick snapshot of how things are going this week or this month. Not just percentages, but the real dollar impact. You will see:
- % and $ returns: exactly how much you are up or down versus last week or last month
- Portfolio value: your total at the start and end of the period
- Holdings changes: new positions added (or no changes)
Your Trends
Portfolios are always shifting. From your trades, and of course, as your own stocks and ETFs move. Your Trends shows you the underlying movements in one simple view:
- Biggest movers: which holdings had the biggest movements this Quarter or YTD
- Allocation shifts: how your mix by country, sector, or asset class changed over this period
Right now you can view Your Trends by Quarter or YTD. Want to see other time ranges? Let us know.
These features are already live. Just go to app.usegreenline.com or open the app on your phone.
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.