Understanding Your Dashboard

The Today page is your portfolio at a glance. Every time you open Greenline, this is what you see first.

What’s on the page

• Total portfolio value. The big number at the top. This is the combined value of all your accounts.
• Daily change. Right below your total, you’ll see how much your portfolio went up or down today, in both dollars and percent.
• Account cards. Each account you’ve added shows up as its own card. Every card displays the account name, its current value, and its daily change.
• Asset allocation. A breakdown of what you own across your entire portfolio, so you can see how your money is spread out.

Digging deeper

Tap any account card to see the individual holdings inside it. From there, you can view each stock, ETF, or fund, along with its current value, weight in the account, and performance.

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