Why Greenline
Greenline is a portfolio tracker for Canadians who don't want to share bank logins.
Your money is split across accounts, platforms, and statements. Every app that tries to help wants your bank login. Every advisor that offers guidance takes a cut. And every spreadsheet you build eventually breaks.
You end up with no clear picture of what you own, what it costs, or whether you're on track.
A dashboard, not a bank.
Greenline is a portfolio dashboard built for Canadian self-directed investors. Not a bank. Not a brokerage. Not a robo-advisor. You upload your statements, CSV, PDF, or screenshots, and it organizes everything into one view. No account linking, no voided fraud protection, no data sold.
What that actually means
Your bank guarantees stay intact.
The Financial Consumer Agency of Canada warns that sharing your banking credentials with third-party apps can break your account agreement and void your fraud protection. Those connectors are also unreliable, often showing wrong data, and expensive. The cost gets passed on to you. Greenline doesn't ask for your login. You upload statements yourself, the same way you'd save them to a folder.
This stance will evolve as the infrastructure does. Until then, upload is the right call.
No conflicts of interest.
A 2024 IFIC/Pollara survey found that a third of Canadian investors don't feel confident they understand the fees they pay. We make money from subscriptions. We don't earn referral fees, commissions, or management fees. When we suggest you look at a lower-cost fund, it's because it might actually save you money, not because someone paid us to say it.
Built for Canadian investing.
Not a global app with a Canadian mode. Greenline is built from the ground up around Canadian accounts, brokerages, and tax rules.
AI that reads your portfolio.
Every market day, Greenline writes you a plain-English summary of your investments. What moved, what it means, and what to keep an eye on. Personalized to what you actually hold.
Why "Canadian" isn't a feature.
Most portfolio trackers are built for American investors and adapted for everywhere else. Adding a TFSA label doesn't make a product Canadian. Canadian investing has its own structure: registered accounts with contribution limits, withholding tax differences between account types, brokerages with their own statement formats, and tax obligations that don't exist anywhere else. That's not something you bolt on. It's a foundation you either build on or you don't.
Reads your actual statements
PDFs and CSVs from Wealthsimple, Questrade, RBC, BMO, TD, CIBC, and IBKR. Maintained as formats change.
Knows your account types
TFSAs, RRSPs, FHSAs, RESPs, LIRAs, spousal accounts. Contribution room and tax implications included.
Canadian tax reporting
T1135 foreign property tracking built in. Designed around Canadian obligations, not American ones.
Beyond the basics
The insights your brokerage doesn't show you.
Every position, even ones you've sold
Your lifetime winners, total dividends collected, all-time highs. All preserved. Even for positions you sold years ago.
Your real returns, calculated properly
Time-weighted and money-weighted returns, calculated the way professionals do it. No spreadsheet, no guessing.
How you stack up against the S&P 500
Compare your portfolio against the S&P 500 and other benchmarks. See the paths you didn't take, and whether they mattered.
Which accounts are pulling their weight
See which accounts are carrying their weight and which ones are holding you back. No more guessing where the problem is.
Who it's for
You want to understand what you own without needing a finance degree.
Greenline is not for day traders, institutional investors, or people looking for stock picks. It's for regular people trying to see their money clearly.
What you'll actually see
On your first day, you'll see your total portfolio across all your accounts in one place. Holdings, balances, allocation.
By the end of the week, you'll know exactly what you're paying in fees, across every fund, every account.
Within a month, you'll have a clear picture of what's working, what isn't, and whether you're on track.
Who's behind it
We moved $5,000 into mutual funds and forgot about it. Months later, the balance was $5,520. That was the first time we'd made money without working for it. We wanted everyone to have that moment of clarity about their money. That's why Greenline exists.
No venture capital. No board of directors. Just a small team building what we wished existed, shaped by feedback from real users.
Read our full storyBuilt in the open, every week.
New features. Polish. Making it faster. Built from user requests. All included.
See every update →
Watchlist and price alerts
Track stocks and ETFs you do not own yet, and get notified when one hits the price you are watching for.
USD view, Performance by Lot, and a cleaner Dividends portal
Three updates from your suggestions: flip the whole app to USD, see how each buy of a stock is doing on its own, and a cleaner way to handle dividends.
Greenline now supports Scotia iTrade
Upload your Scotia iTrade statement and your holdings and cost basis get pulled in automatically.
Greenline is now on iOS
Face ID, Quick Actions, and a faster app all around. Greenline is now a native iOS app, live on the App Store.
Easier cash tracking and a cleaner menu
Log a trade and update your cash balance in the same step. Plus a redesigned mobile menu with clearer grouping.
Dark Mode
More comfortable late-night portfolio checking. Every screen, every chart, every number, redesigned for dark.
Faster prices, ACB reports, and more
Near real-time stock prices, a new Adjusted Cost Basis report, fund provider logos, and a direct line to us.
Faster PDF imports and mutual fund upgrades
Statements that import 4x faster, plus the mutual fund upgrades you asked for.
Share your charts
Save or copy your favourite Greenline charts as a clean, high-res PNG. Drop them into a group chat, a Reddit post, anywhere.
Greenline now supports CIBC Investor's Edge
Upload your CIBC Investor's Edge statement and your holdings and cost basis get pulled in automatically.
Greenline now supports Interactive Brokers
Upload your Interactive Brokers statement and your holdings and cost basis get pulled in automatically.
A better Accounts view
Because you told us to fix it. Account cards that actually tell you something, consolidated totals across institutions, and cards you can pick yourself.
Holding Views
The full story of every stock you own, across time and accounts. Total position, realized gains, dividends, and more.
A brand new look
A quieter, more focused Greenline. Cleaner layout, clearer typography, and a structure built around the questions you are already asking.
Three timeframes, side by side
No more toggling. See up to three time periods at once in one view, so a rough day never erases a strong year.
New tabs, clearer insights
A redesigned layout built around how you actually check in. A new Today tab for daily check-ins, deeper tabs for when you want more.
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.
Preview your capital gains anytime
A new Estimated Capital Gains chart so you can keep an eye on gains and losses throughout the year, not just at tax time.
Crypto tracking
Couldn't stop at mutual funds. Add Bitcoin, Ethereum, and other crypto holdings so you can see your whole financial picture in one place.
Mutual funds are here
One of the most requested features since we launched our beta. Greenline now supports mutual funds, alongside your ETFs, stocks, and group RSP.
Compare against the S&P 500, TSX, and more
See how your portfolio, or any individual account, stacks up against popular benchmarks like the S&P 500, NASDAQ, XEQT, TSX Composite, and the Total World Index.
Waterfall charts and a Product Tour
See exactly what is driving your returns up or down with a new waterfall view. Plus a built-in Product Tour for new users.
Greenline now supports RBC Direct Investing
Upload your RBC Direct Investing statement and your holdings and cost basis get pulled in automatically.
Standardized charts and faster logging
Consistent colours across every chart, instant toggling, and auto-suggested stocks when you log a transaction.
Greenline now supports TD Direct Investing
Upload your TD Direct Investing statement and your holdings and cost basis get pulled in automatically.
A more powerful Holdings tab
Filter and sort your holdings with more flexibility than ever. By sector, region, ETFs vs. stocks, and more.
Push notifications are here
By popular request, Greenline now supports push notifications so you get your Smart Updates and Daily Summary the moment they are ready.
Greenline now supports BMO InvestorLine
Upload your BMO InvestorLine statement and your holdings and cost basis get pulled in automatically.
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.
Greenline now supports Questrade
Upload your Questrade statement and your holdings, cost basis, and account types flow in automatically.
Greenline now supports Wealthsimple
Upload your Wealthsimple holdings report and your positions, cost basis, and accounts flow in automatically.
31 updates and counting.