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Product updates

A better Greenline, every week

Greenline gets new features and improvements every week or two. This is where to find them.

Looking for everything that's shipped? See the changelog.

Earlier updates
Greenline portfolio dashboard with USD and CAD view toggle

New feature

April 30, 2026

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.

Scotia iTrade support in Greenline

New feature

April 24, 2026

Greenline now supports Scotia iTrade

Upload your Scotia iTrade statement and your holdings and cost basis get pulled in automatically.

Greenline iOS app with Face ID on a phone home screen

Milestone

April 22, 2026

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.

Updating cash balance when logging a transaction in Greenline

Improvement

April 9, 2026

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 in Greenline

Design

March 30, 2026

Dark Mode

More comfortable late-night portfolio checking. Every screen, every chart, every number, redesigned for dark.

Near real-time price updates in Greenline

New feature

March 26, 2026

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 statement imports in Greenline

Improvement

March 20, 2026

Faster PDF imports and mutual fund upgrades

Statements that import 4x faster, plus the mutual fund upgrades you asked for.

Sharing a chart as a PNG in Greenline

New feature

March 17, 2026

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.

CIBC Investor's Edge support in Greenline

New feature

March 9, 2026

Greenline now supports CIBC Investor's Edge

Upload your CIBC Investor's Edge statement and your holdings and cost basis get pulled in automatically.

Interactive Brokers support in Greenline

New feature

March 7, 2026

Greenline now supports Interactive Brokers

Upload your Interactive Brokers statement and your holdings and cost basis get pulled in automatically.

Redesigned accounts view in Greenline

Design

March 3, 2026

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 View in Greenline showing all-time return and largest position

New feature

February 20, 2026

Holding Views

The full story of every stock you own, across time and accounts. Total position, realized gains, dividends, and more.

Greenline visual redesign

Design

February 17, 2026

A brand new look

A quieter, more focused Greenline. Cleaner layout, clearer typography, and a structure built around the questions you are already asking.

Comparing three timeframes side by side in Greenline

New feature

January 24, 2026

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.

Redesigned tab layout in Greenline

Design

January 17, 2026

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.

Data import options in Greenline

New feature

December 29, 2025

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.

Estimated capital gains chart in Greenline

New feature

December 22, 2025

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.

Adding a Crypto account in Greenline

New feature

December 12, 2025

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 fund tracking in Greenline

New feature

December 10, 2025

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.

Comparing a portfolio against benchmarks in Greenline

New feature

November 12, 2025

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 chart showing return drivers in Greenline

New feature

November 10, 2025

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.

RBC Direct Investing support in Greenline

New feature

October 30, 2025

Greenline now supports RBC Direct Investing

Upload your RBC Direct Investing statement and your holdings and cost basis get pulled in automatically.

Greenline portfolio tracker

Improvement

October 24, 2025

Standardized charts and faster logging

Consistent colours across every chart, instant toggling, and auto-suggested stocks when you log a transaction.

TD Direct Investing support in Greenline

New feature

October 15, 2025

Greenline now supports TD Direct Investing

Upload your TD Direct Investing statement and your holdings and cost basis get pulled in automatically.

Filtering and sorting the Holdings tab in Greenline

New feature

October 2, 2025

A more powerful Holdings tab

Filter and sort your holdings with more flexibility than ever. By sector, region, ETFs vs. stocks, and more.

Morning update push notification from Greenline

New feature

September 26, 2025

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.

BMO InvestorLine support in Greenline

New feature

September 15, 2025

Greenline now supports BMO InvestorLine

Upload your BMO InvestorLine statement and your holdings and cost basis get pulled in automatically.

Greenline portfolio tracker

New feature

September 4, 2025

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.

Questrade support in Greenline

New feature

April 2, 2025

Greenline now supports Questrade

Upload your Questrade statement and your holdings, cost basis, and account types flow in automatically.

Wealthsimple support in Greenline

New feature

April 2, 2025

Greenline now supports Wealthsimple

Upload your Wealthsimple holdings report and your positions, cost basis, and accounts flow in automatically.