Importing Data via Screenshot

If your brokerage doesn’t offer a PDF or CSV export, you can take a screenshot of your holdings and let Greenline read it for you.

Steps

1. Log in to your brokerage and go to your holdings page.
2. Take a screenshot that shows all your holdings.
3. Open Greenline and tap Import.
4. Choose Screenshot.
5. Select the image from your photo library.
6. Greenline’s AI will read the screenshot and show you what it found.
7. Review the holdings and confirm to save.

Tips for better results

• Make sure all your holdings are visible in the screenshot before you capture it.
• Crop out anything unrelated, like navigation bars or ads.
• If your holdings list is long, try landscape mode so more fits on screen.
• If something doesn’t look right after the import, you can always edit or delete individual holdings.

Still need help? Reach out at support@usegreenline.com.