Money in the market? Track it with confidence.
Track your investments, uncover trends, and see your portfolio clearly — no more spreadsheets required.

Sector Allocation
Past 6 months
Finally – Investment Tracking Made Easy
Bring All Your Accounts Together
Know What's Moving — and Why
See What's Quietly Costing You
Markets Move. So Does Your Portfolio.
Greenline tracks the shifts for you.
See What’s Really Inside Your Funds
Own ETFs or mutual funds? You "own" individual stocks too. Blended Mode automagically shows your exposure by stock, sector, or geography — so you can finally see what’s inside.
Uncover your true exposure across funds — like 5.6% NVDA, 6.4% AAPL, and more.
RRSP Account
Portfolio Allocation
You Choose the Import Method
One-time sync
Read-only bank connection via Plaid.
Upload spreadsheets
Smart auto-matching from Excel or Google Sheets.
Drop in PDFs
From PDF to portfolio insights –fast.
Manual entry
Enter trades and holdings in seconds.
Protecting Your Financial Information
Your Info Stays Secure
Data is encrypted in transit and at rest, and monitored 24/7.
Secure Connections via Plaid
Linking is optional and read-only. Your login stays private.
Auto-Deleted Files
Encrypted and access-controlled, then erased after 30 days.
For the Power Users
Management Fees
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.