Greenline Is Your Spreadsheet Upgrade
Ditch the tabs, formulas, and errors. Greenline gives you the clarity, power, and flexibility you've always wanted – without the spreadsheet headaches.
Take It Anywhere
Check your portfolio on your phone while grabbing coffee, or on your laptop at home. Your investments follow you.
No More #N/A Errors
Reliable data feeds that don't break like Google Finance formulas. (Canadian REITs... if you know, you know 😏)
Everything in One View
See all your accounts at once – no more bouncing between tabs trying to piece together the big picture.
Security That Respects Your Privacy
Let's be honest – connecting financial accounts makes many of us uncomfortable. That might even be why you built a spreadsheet in the first place.
Choose what works for you:
Import your existing spreadsheets
Bring your current tracking system into Greenline
Enter transactions manually
Getting spreadsheet control with investor-grade analytics
Upload statements from your broker
Import your monthly or quarterly statements directly
Import via one-time bank connection
Bring your data up to speed via a one-time import from your financial institutions. Plaid's bank-level encryption ensures your credentials are never shared or stored with Greenline.
Important: Greenline only shows your investments – it never touches your money or makes trades. Your portfolio stays exactly where you want it: in your control.
Portfolio Management Without the Hassle
All those tedious tasks? Gone.
The Insights You Always Wanted
Everything you've dreamed of doing with your portfolio—without spending weekends debugging formulas.
Stock Split Detection
Investment Mix Changes
Current Mix
1 Year Ago
Portfolio Shift Analysis
Increased equity exposure by 15%
Portfolio Timeline
Today
Time Travel Through Your Portfolio
Step back in time and understand how you've done:
Time Machine: See how your portfolio looked at any point in the past
Winners Circle: Review your best-performing investments
What-If Machine: Explore past investment scenarios with real data
Journey Tracker: Watch how your investments have evolved
Pro Metrics: Money-weighted and time-weighted returns
Portfolio Signals – Know What's Changing
Greenline highlights portfolio trends for your review, including:
Whether you're looking for a Canadian portfolio tracker, a way to track TFSA investments, or advanced investment performance tracking in Canada, Greenline has you covered.
| Platform | Status |
|---|---|
| Wealthsimple | Supported |
| Questrade | Supported |
| More platforms coming soon... | |
We're Investors Too
We build the tools we wish existed — and we ship improvements every month.
Monthly Feature Drops
New tools, faster fixes, and smarter insights — shaped by real user feedback.
You Shape the Product
Got an idea? Text us anytime. We're building Greenline together.