Holding Views

Over time, it gets surprisingly hard to know which investments have actually done the most for you. Especially as you buy more, trim positions, or move accounts.

And when you fully exit a stock, it can feel like that history disappears from your brokerage.

That never felt right to us.

Holding Views bring your investing history together, across time and accounts. For any stock or ETF, you can now see everything in one place: your total position across accounts, combined book cost, realized and unrealized gains, all-time return, performance by account, and dividend income and yield.

A few things we are especially excited about.

Holding History

Your milestones and ownership journey from beginning to today. This one is my favourite.

Indirect Exposure

See how you hold a stock through ETFs and mutual funds, not just directly.

True Total Return

Realized and unrealized gains, cleanly separated.

Performance by Account

See exactly which account generated what.

Dividend Clarity

Track income, schedule, and yield in one place.

Check it out in Greenline and let me know what you think. What would make it stronger? I would genuinely love your input.