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Three steps to understanding your money

In a few minutes, you'll know more about your portfolio than most investors ever do.

Greenline portfolio dashboard showing live value, regions map, and daily AI summary

Drop in a PDF statement, upload a spreadsheet, type your holdings in manually, or snap a screenshot. Whatever's easiest.

No bank logins. No account linking. Your data stays yours.

Brokerage statement and spreadsheet showing portfolio data to import into Greenline

Works with major Canadian brokerages

WealthsimpleWealthsimple
QuestradeQuestrade
TDTD
RBCRBC
BMOBMO
IBKRIBKR
CIBCCIBC
Coming from a spreadsheet?

How Canadians typically see their portfolio today

Brokerages

One account at a time. They profit when you trade.

Robo-advisors

0.4-0.5% of your portfolio, annually. On $200K, that's $800-$1,000 a year.

Aggregators

Require your bank login, which can void your fraud protection. Connections break constantly, they pass on connector fees to you, and the insights are surface-level at best.

Greenline doesn't do any of that. No trades, no cuts, no logins. Just your whole portfolio, explained.

Common questions about Greenline

Have more questions? See all FAQs →

Ready to |

Set up takes a few minutes. You'll wonder how you went this long without looking.

Start now, it's free

Free during Beta. Try a sample portfolio or bring your own. Early members lock in the best pricing.

See pricing · Read FAQs