See everything you own. In one place.
Greenline is a portfolio tracker for Canadian self-directed investors.
You're probably checking a few different apps just to see what you own. Greenline brings every account into one view.
I'll admit it: I check Greenline way too often. It's in my daily rotation with email and Slack.
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.
Wednesday, August 12
Okay fine, this one's fake. We made up the numbers. Your daily summary will be based on your real portfolio. Promise.
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.
More than your brokerage shows you
Real return calculations
Time-weighted and money-weighted, the way professionals do it.
S&P 500 and more benchmarks
Compare your portfolio against the paths you didn't take.
Performance by account
See which accounts carry their weight and which don't.
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.
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, allocation, sector exposure, returns. All calculated automatically. Dividends are easy to log when they arrive.
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, allocation, sector exposure, returns. All calculated automatically. Dividends are easy to log when they arrive.
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.
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 stays in 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 $150M+ in portfolios.
Built by investors, for investors
Hi, we're Sammy and Luis. 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. We use it ourselves every day.
Works with any brokerage. Import via CSV, PDF, or screenshot.
On your side. Only yours.
Security built in from day one. AES-256 encryption, no bank linking, no passwords or SINs stored. And no commissions or referral fees, so our only incentive is you.
Why we don't auto-sync
Connecting your bank can void its fraud protection. You upload statements yourself, so your credentials stay with you. Read why →
How we protect your data
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.
You stay in control
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.
No conflicts of interest
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
Subscriptions are our only revenue. Our only incentive is showing you exactly what you're paying.
Always improving.
New features. Polish. Making it faster. Built from user requests. All included.
Previously
Greenline now supports National Bank Direct Brokerage
Import your NBDB holdings and account activity straight from a CSV export, dividends and DRIPs included.
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.
Filter your transactions
Filter by account, action, or holding to find any transaction in seconds.
Ready to know exactly what you own?
See your full portfolio, freeFree during Beta. Early Members will be offered better rates than new users when we launch paid plans.