December 29, 2025 · New feature
Import your holdings by screenshot
A new way to import or update your portfolio. Alongside direct entry, CSVs, and PDF statements, you can now upload a screenshot.
We have just added screenshots as a new way to import and update your portfolio, alongside direct entry, CSVs, and PDF statements.
Screenshots work just like PDFs. They create a Snapshot of your confirmed holdings at that moment in time.
For the most complete experience, CSV or direct entry still works best. Those unlock automatic proceeds tracking, full performance history, and deeper insights. If you do not need that level of detail, Snapshots are great for fast, lightweight tracking.
Shoutout to Andrew, Sahil, and Melanie. You pushed us to offer more than just PDF imports as a starting point, so we built it.
This is how Greenline gets better. Keep the feedback and ideas coming.
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.