Preview your capital gains anytime

As we close out 2025, Greenline is adding a new way to keep an eye on your capital gains throughout the year.

The new Estimated Capital Gains chart provides a simple, high-level snapshot of your accumulated capital gains or losses for the current tax year, based on the information you have entered.

A few things to know

This applies only to holdings in non-registered accounts. Transactions in registered accounts (TFSAs, RRSPs, FHSAs, and RESPs) are excluded.

If you have updated your data using Greenline’s Snapshots tools (PDF statements or screenshots), some proceeds may not yet be captured in your estimates. Entering your full transaction history via direct entry or CSVs generally provides the most complete data.

To be clear: we are not here to replace your accountant, and these calculations should not be relied upon to do your taxes. We built this so you can always get a rough pulse check on your capital gains, not just around tax time.

Where to find it

You can find your Estimated Capital Gains near the bottom of your Dashboard, just below your Fees chart. If there is nothing detected to report, it returns $0.

Let us know what you think.