October 15, 2025 · New feature
Greenline now supports TD Direct Investing
Upload your TD Direct Investing statement and your holdings and cost basis get pulled in automatically.
TD Direct Investing is the oldest self-directed brokerage in Canada. It launched in 1984 as the first bank-owned discount brokerage in the country, and four decades later, it is still the largest bank-owned brokerage by client assets. A lot of Canadians placed their very first stock trade through a TD account, and plenty of those accounts are still running today.
TD Direct Investing statements now import into Greenline automatically. Upload your PDF and your holdings, cost basis, and account types come across without any retyping. RRSP, TFSA, RESP, Cash. All of it.
If you or your family have held a TD self-directed account for a decade or three, Greenline can finally show you what all of that time in the market has actually added up to.
More updates
August 6, 2026
Group your holdings, however you'd like
Bundle VFV, VOO, and XUS into one S&P 500 row. Or build a Big Five banks group. Your portfolio, your groupings.
August 5, 2026
Greenline now supports National Bank Direct Brokerage
Import your NBDB holdings and account activity straight from a CSV export, dividends and DRIPs included.
August 1, 2026
The portfolio chart got a glow-up
Dynamic colour, smoother animations, and new chart options like high/low markers and an on-chart value scale.
June 30, 2026
Filter your transactions
Filter by account, action, or holding to find any transaction in seconds.