See everything you own. In one place.
You're probably checking multiple apps just to see all your investments. You shouldn't have to.
Every afternoon, a 30-second briefing on your portfolio
What moved, what matters, and what to watch. Written in plain English, based on your real holdings. Most users open it every day.
Friday, April 17
Know exactly what you own
No more logging into three apps to see your full picture.
Your biggest movers
What went up, what went down, and what to keep an eye on.
Know exactly what you're paying
Mutual funds can charge well over 1% a year in fees. You'll see every fee across every fund, and where you could pay less.
Know exactly what you own
No more logging into three apps to see your full picture.
Your biggest movers
What went up, what went down, and what to keep an eye on.
Know exactly what you're paying
Mutual funds can charge well over 1% a year in fees. You'll see every fee across every fund, and where you could pay less.
Set up in minutes
Add your holdings
Upload a PDF, drop in a spreadsheet, or type them in manually. No bank login needed.
Greenline does the rest
Fees, dividends, allocation, sector exposure, returns. All calculated automatically.
Stay informed
Every day, you get a plain-English summary of what moved and what to watch. You only update when you trade.
Add your holdings
Upload a PDF, drop in a spreadsheet, or type them in manually. No bank login needed.
Greenline does the rest
Fees, dividends, allocation, sector exposure, returns. All calculated automatically.
Stay informed
Every day, you get a plain-English summary of what moved and what to watch. You only update when you trade.
Works with any brokerage. Import via CSV, PDF, or screenshot.
No account linking = a more secure you
Connectors break, add risk, and can void your bank protections. Greenline works without them.
Those connector tools look convenient. But there are risks worth knowing about.
Your bank guarantees can be voided.
Sharing your banking credentials with third-party apps can break your account agreement, and your bank may hold you responsible for unauthorized transactions.
They're endlessly frustrating.
Logins fail, accounts disconnect, and you're re-entering passwords over and over again.
The data just isn't reliable.
Missing holdings, wrong balances, delayed updates. All the time.
And for all that? You're the one paying for it.
Connectors charge monthly fees that others are simply passing on to you. We'd rather pass the savings back to you.
You enter your own data. That's on purpose.
Upload a PDF, drop in a spreadsheet, or type it in. Every time you update, you're building a habit most investors never develop: actually knowing what you own. And your bank login never leaves your hands.
You opened an account but you're not sure what you're doing. Greenline shows you what you own, what it costs, and whether it's working, in plain English.
It got you this far. But you're tired of broken formulas and manual updates. Greenline reads your exports and does the math for you.
Retirement accounts at one broker, taxable accounts at another, maybe an old account you half-forgot about. One view, no guessing.
Your funds charge fees. Your brokerage charges fees. Greenline shows you exactly what they are and where you could pay less.
Your brokerage shows the last month or two. Greenline shows performance over years, breaks down your sectors, maps your regions, and tracks how every dollar is allocated.
What our users are saying
Tracking $100M+ in portfolios.
Turns out I was losing $223 annually to money market fees. Was anyone going to tell me?!
Jaime
I'll admit it: I check Greenline way too often. It's in my daily rotation with email and Slack.
Mike
Can't believe I was going to do this in Excel. I'm catching things I'd never spot in a spreadsheet.
Betty
My brokerage only shows me the last month or three months. Greenline shows me more about my portfolio than my actual brokerage does.
Andrew
More than your brokerage shows you
Holding history
See how your positions have changed over time.
Track performance by year
Annual returns, broken down year by year.
Holding records
Personal bests, all-time highs, and milestones.
Portfolio weight
See how concentrated or diversified you really are.
Dividends
Upcoming payouts, yields, and dividend history.
Holding history
See how your positions have changed over time.
Track performance by year
Annual returns, broken down year by year.
Holding records
Personal bests, all-time highs, and milestones.
Portfolio weight
See how concentrated or diversified you really are.
Dividends
Upcoming payouts, yields, and dividend history.
Advanced features
Go deeper
Every holding you've ever owned, including ones you've sold.
Time-weighted and money-weighted, the way professionals do it.
Compare your portfolio against the paths you didn't take.
See which accounts carry their weight and which don't.
On your side. Only yours.
Most investors don't know what they're paying. You will.
No commissions
We don't earn referral fees, commissions, or management fees. Zero.
We don't hold your money
We're not a bank or brokerage. We have no reason to steer you anywhere.
You're the customer
We make money from subscriptions. Our only incentive is to show you exactly what you're paying and where your money is going.
See pricing →No commissions
We don't earn referral fees, commissions, or management fees. Zero.
We don't hold your money
We're not a bank or brokerage. We have no reason to steer you anywhere.
You're the customer
We make money from subscriptions. Our only incentive is to show you exactly what you're paying and where your money is going.
See pricing →We started by helping friends and family make sense of their portfolios. Now we're building the tool we wish existed for every investor. Read our story.
Security built in from day one
AES-256 encryption. No bank linking, no passwords or SINs stored. Your data isn't sold or shared.
Read our full security approach →AES-256 encryption
Your data is encrypted at rest and in transit.
No passwords or SINs stored
We don't ask for or store sensitive credentials.
Your data isn't sold
We make money from subscriptions, not your information.
No third-party connectors
FCAC warns that sharing credentials with apps can void your bank's fraud protection.
Regular security audits
We test our own systems before anyone else does.
Erase anytime
One button. All your data gone. No hoops.
Built by investors, for investors
We're DIY investors who spent years helping friends and family make sense of their portfolios. Spreadsheets, screen shares, "what does this fee mean?" conversations over coffee.
Eventually we stopped explaining and started building. Greenline shows you exactly what you own and what it costs. No trading, no robo-advice, no gimmicks.
Always shipping
We release updates every month, shaped by what users actually ask for. Here's what's on the way.
Got an idea? Tell us. We're listening.
Works with any brokerage. Import via CSV, PDF, or screenshot.
Intraday portfolio value fix
Previously
Ready to |
Set up takes a few minutes.
See your full portfolio, freeFree during Beta. Try a sample portfolio or bring your own. Early members lock in the best pricing.