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Step-by-step guides for importing your investment data into Greenline.
Getting started
Importing data
Importing Data via Screenshot
How to use Greenline's AI screenshot reader to import your holdings from any brokerage.
Fixing Import Errors
How to correct holdings or transactions that didn't import correctly into Greenline.
Logging Transactions Manually
How to add buys, sells, dividends, and contributions by hand in Greenline.
Import BMO InvestorLine PDFs
Step-by-step guide to downloading your BMO InvestorLine account statements as PDFs and importing them into Greenline.
How to Export Your Questrade Statements as PDFs
Step-by-step guide to downloading your Questrade account statements as PDFs and importing them into Greenline.
How to Export Your Questwealth Statements as PDFs
Step-by-step guide to downloading your Questrade Questwealth account statements as PDFs and importing them into Greenline.
Import RBC Direct Investing PDFs
Step-by-step guide to downloading your RBC Direct Investing account statements as PDFs and importing them into Greenline.
Import Wealthsimple Holdings CSV
Step-by-step guide to downloading your Wealthsimple Holdings Report CSV and importing it into Greenline.
How to Import Wealthsimple CSVs into Greenline
Step-by-step guide to downloading your Wealthsimple monthly statement CSVs and importing them into Greenline.
How to Export Your Wealthsimple Statements as PDFs
Step-by-step guide to downloading your Wealthsimple DIY account statements as PDFs and importing them into Greenline.
Import Wealthsimple Managed PDFs
Step-by-step guide to downloading your Wealthsimple Managed account statements as PDFs and importing them into Greenline.
Your portfolio
Comparing Against Benchmarks
How to see how your portfolio stacks up against common index benchmarks.
Reading Your Holdings Breakdown
What each column means in your holdings view: book value, market value, gain/loss, and weight.
Tracking Trends Over Time
How to use the performance chart to see how your portfolio has grown over time.
Understanding Your Analysis Page
How to read your fees, geographic exposure, sector breakdown, and asset class mix in Greenline.
Using Privacy Mode
How to hide your portfolio balances when you're showing your screen to someone.