Group your holdings, however you'd like

If you’re like me, you probably hold the same index across several tickers. Say VFV, VOO, maybe XUS or SPY too, all just for the S&P 500.

Now you can bundle them together and track them as a group.

Or maybe you hold TD, RY, and BMO and want a “Big Five” group. Or one for your REITs. Group whatever you’d like, and give the group whatever name you want. It works for stocks, ETFs, and crypto.

Groups work everywhere

A group isn’t just a row on the Holdings page. It carries through the whole app: your Biggest Movers, your allocation breakdowns, the overview donut. Everywhere Greenline shows your holdings, the group shows up as one position.

And when you want the detail back, expand the group any time to see the individual tickers underneath.

Sold positions come along too

If you’ve exited one of the tickers in a group, it stays with the group’s history instead of vanishing. Your S&P 500 story stays whole, even after you consolidate funds.

How to start one

Head to Holdings, tap the ⋮ menu, and choose New group. Pick the holdings that belong together, name the group, done.

See your portfolio in groups.