Import your holdings by screenshot

We have just added screenshots as a new way to import and update your portfolio, alongside direct entry, CSVs, and PDF statements.

Screenshots work just like PDFs. They create a Snapshot of your confirmed holdings at that moment in time.

For the most complete experience, CSV or direct entry still works best. Those unlock automatic proceeds tracking, full performance history, and deeper insights. If you do not need that level of detail, Snapshots are great for fast, lightweight tracking.

Shoutout to Andrew, Sahil, and Melanie. You pushed us to offer more than just PDF imports as a starting point, so we built it.

This is how Greenline gets better. Keep the feedback and ideas coming.