Daily Summary

Keeping up with your investments shouldn’t require logging into multiple brokerages every day. Most people either check too often and stress about small moves, or don’t check at all and lose track of where they stand.

Greenline sends you a summary every afternoon. What moved, what changed, and where your portfolio sits. It comes to you, so you don’t have to go looking for it.

What’s in the daily summary?

Each afternoon, you get a quick snapshot that includes:

• Portfolio value: where your total portfolio stands today
• Daily change: how much your portfolio moved, in dollars and percentage
• Notable movers: which holdings had the biggest gains or losses
• Overall context: where you stand relative to recent performance

It’s brief and to the point. Enough to stay informed, not so much that it becomes noise.

Why an afternoon summary?

Markets in North America close at 4 PM Eastern. A summary sent after close gives you the full picture for the day, not a mid-day snapshot that’s already stale by the time you read it.

It also means you’re not checking your portfolio first thing in the morning or refreshing during the workday. You get one calm update when the day is done.

Do I need to log in to see it?

No. The summary comes to you. You only need to open Greenline when you want to dig deeper, upload new statements, or explore your holdings in detail.

Can I turn it off?

Yes. The daily summary is something you can enable or disable based on your preference. Some people want it every day. Others prefer to check in on their own schedule. Either way works.

Does it cover all my accounts?

The daily summary reflects your entire portfolio across every account you’ve uploaded to Greenline. TFSA, RRSP, non-registered, FHSA, group RRSP. One summary, one number, one picture.