CSV Import

Most brokerages let you export your holdings or activity history as a CSV file. If you’ve ever downloaded one, you know it’s a spreadsheet full of data that’s hard to make sense of on its own. Greenline turns that export into a clear picture of your portfolio.

Upload your CSV and Greenline imports your holdings, maps them to the right securities, and adds them to your portfolio.

How it works

1. Log into your brokerage and find the export or download option (usually under “Activity,” “Reports,” or “Account History”)
2. Download the CSV file
3. Upload it to Greenline
4. Greenline reads the file, identifies your holdings, and imports them

The whole process takes a minute or two. No manual data entry required.

Which CSV formats are supported?

Greenline works with CSV exports from:

• Wealthsimple (activity and holdings exports)
• Questrade (activity reports and account exports)
• Custom formats where you can map columns to the right fields

If your brokerage’s CSV format isn’t automatically recognized, Greenline lets you map the columns manually. Tell it which column is the ticker symbol, which is the quantity, and which is the value, and the import handles the rest.

When should I use CSV instead of PDF?

CSV import works well when:

• Your brokerage offers easy CSV downloads but has hard-to-parse PDF statements
• You want to import transaction history (buys, sells, dividends) rather than just a snapshot of current holdings
• You prefer working with structured data that imports cleanly every time

Some investors use PDF import for their regular statements and CSV import for detailed transaction history. Both feed into the same portfolio.

What if my CSV has extra columns or different headers?

Greenline’s column mapping handles this. You don’t need to clean up your CSV before uploading. Just upload the raw file, map the relevant columns, and Greenline ignores the rest.

Can I import from a spreadsheet I’ve been maintaining?

If you’ve been tracking your portfolio in a spreadsheet, you can save it as a CSV and import it into Greenline. As long as it has ticker symbols, quantities, and values, Greenline can work with it.