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Managing Your Portfolio Settings

Last updated: 2026-03-05

You can customize how Greenline displays your portfolio. In Settings, you’ll find options for:

  • Account details — Tap any account to edit its name, brokerage, or account type.
  • Display preferences — Toggle between showing gain/loss in dollars or percentages.

Changes take effect immediately. You can always come back and adjust these whenever you want.

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

Still having trouble?

Reach out and we will help you get set up.

Email support@usegreenline.com