Why Greenline
Your money is split across accounts, platforms, and statements. Every app that tries to help wants your bank login. Every advisor that offers guidance takes a cut. And every spreadsheet you build eventually breaks.
You end up with no clear picture of what you own, what it costs, or whether you're on track.
A dashboard, not a bank.
Greenline is not a bank. Not a brokerage. Not a robo-advisor. It's a dashboard. You upload your statements, CSV, PDF, or screenshots, and it organizes everything into one view. No account linking, no voided fraud protection, no data sold.
What that actually means
Your bank guarantees stay intact.
The Financial Consumer Agency of Canada warns that sharing your banking credentials with third-party apps can break your account agreement and void your fraud protection. Those connectors are also unreliable, often showing wrong data, and expensive. The cost gets passed on to you. Greenline doesn't ask for your login. You upload statements yourself, the same way you'd save them to a folder.
No conflicts of interest.
A 2024 IFIC/Pollara survey found that a third of Canadian investors don't feel confident they understand the fees they pay. We make money from subscriptions. We don't earn referral fees, commissions, or management fees. When we suggest you look at a lower-cost fund, it's because it might actually save you money, not because someone paid us to say it.
Built for Canadian investing.
Not a global app with a Canadian mode. Greenline is built from the ground up around Canadian accounts, brokerages, and tax rules.
AI that reads your portfolio.
Every market day, Greenline writes you a plain-English summary of your investments. What moved, what it means, and what to keep an eye on. Personalized to what you actually hold.
Why "Canadian" isn't a feature.
Most portfolio trackers are built for American investors and adapted for everywhere else. Adding a TFSA label doesn't make a product Canadian. Canadian investing has its own structure: registered accounts with contribution limits, withholding tax differences between account types, brokerages with their own statement formats, and tax obligations that don't exist anywhere else. That's not something you bolt on. It's a foundation you either build on or you don't.
Reads your actual statements
PDFs and CSVs from Wealthsimple, Questrade, RBC, BMO, TD, CIBC, and IBKR. Maintained as formats change.
Knows your account types
TFSAs, RRSPs, FHSAs, RESPs, LIRAs, spousal accounts. Contribution room and tax implications included.
Canadian tax reporting
T1135 foreign property tracking built in. Designed around Canadian obligations, not American ones.
Beyond the basics
The insights your brokerage doesn't show you.
Every position, even ones you've sold
Your lifetime winners, total dividends collected, all-time highs. All preserved. Even for positions you sold years ago.
Your real returns, calculated properly
Time-weighted and money-weighted returns, calculated the way professionals do it. No spreadsheet, no guessing.
How you stack up against the S&P 500
Compare your portfolio against the S&P 500 and other benchmarks. See the paths you didn't take, and whether they mattered.
Which accounts are pulling their weight
See which accounts are carrying their weight and which ones are holding you back. No more guessing where the problem is.
Who it's for
You want to understand what you own without needing a finance degree.
Greenline is not for day traders, institutional investors, or people looking for stock picks. It's for regular people trying to see their money clearly.
What you'll actually see
On your first day, you'll see your total portfolio across all your accounts in one place. Holdings, balances, allocation.
By the end of the week, you'll know exactly what you're paying in fees, across every fund, every account.
Within a month, you'll have a clear picture of what's working, what isn't, and whether you're on track.
Who's behind it
We moved $5,000 into mutual funds and forgot about it. Months later, the balance was $5,520. That was the first time we'd made money without working for it. We wanted everyone to have that moment of clarity about their money. That's why Greenline exists.
No venture capital. No board of directors. Just a small team building what we wished existed, shaped by feedback from real users.
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