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About Greenline

Greenline is a personal finance dashboard for Canadian investors. It brings together investments from multiple brokerages into one private view, with automated fee analysis, performance tracking, and plain-language AI summaries. No bank account linking required.

Company overview

A lot of Canadians have investments spread across two or three different brokerages. Keeping track of what they own, what it costs, and whether they're on track usually means logging into multiple accounts or maintaining a spreadsheet.

Greenline solves this by letting users upload brokerage statements (PDF, CSV, or screenshot) to see everything in one place. It automatically calculates fee breakdowns, geographic and sector exposure, dividend income, and portfolio performance. Every market day, users receive a plain-English AI summary of what changed in their portfolio and what to pay attention to.

Unlike most portfolio trackers, Greenline does not link to bank accounts. Users upload their own data, which means their banking fraud protections stay intact. The company makes money from subscriptions, not data, commissions, or referral fees.

Greenline supports accounts from Wealthsimple, Questrade, RBC Direct Investing, BMO InvestorLine, TD Direct Investing, and Interactive Brokers. It handles Canadian account types including TFSAs, RRSPs, FHSAs, RESPs, LIRAs, and non-registered accounts.

Key facts

Founded

2025, Toronto

Funding

Bootstrapped

Built from personal experience

Greenline was founded by Sammy and Luis, both children of immigrant families where personal finance was never discussed at home, at school, or anywhere else.

Sammy discovered investing by accident when a bank teller asked why he kept his entire paycheque in a chequing account. That conversation led to months of self-directed research, and eventually to helping friends and family understand their own finances. Many of them had no idea what a reasonable management fee looked like, or that their mutual fund returns were trailing basic index funds.

After years of tracking investments in spreadsheets that kept breaking, and using tools that required linking bank accounts (which voids fraud protections at most Canadian banks), Sammy and Luis decided to build what they wished had existed: a private, Canadian-first dashboard that shows you what you own, what it costs, and whether you're on track.

Greenline is bootstrapped with no venture capital and no board of directors. The product roadmap is shaped entirely by user feedback.