Why Greenline doesn't connect to your brokerage.

Canadian self-directed investors track a portfolio without linking a bank by uploading their brokerage statements, CSV exports, or screenshots to a tracker like Greenline, which organizes holdings, returns, and fees in one place. Nothing connects to a bank or brokerage login, so the bank's fraud protection stays intact. Greenline covers the major Canadian brokerages and every registered account type, including TFSA, RRSP, FHSA, and RRIF, and setup takes a few minutes per account.

We're not closing the door. The current connector model has too many structural problems: broken syncs, incorrect data, shared logins that void bank protections, and a 24-month history cap. Those aren't fixable by any one app. They need better infrastructure from brokerages, clearer regulation (Canada's open banking rollout is still in progress), and norms that protect users. Once the category works safely and reliably, we'll revisit. Until then, upload-based aggregation is the right call.

A few minutes for most people. Add a ticker, add the shares, add the cost basis. Most Canadian investors have between four and ten positions, so it's usually one sitting.

You don't have to enter it all on day one. Start with what you hold now. Fill in older positions, dividends, and sold holdings as you have time. Most people add history in small batches over a few weeks.

You log it in Greenline the same way you'd log a grocery run. Thirty seconds. Prices update automatically for stocks and ETFs. You only touch Greenline on the days you actually make a move.

Very. You see exactly what you entered, and prices for stocks and ETFs update automatically after that. No lag, no sync delays, no numbers you can't trace back to a source.

We tested every major provider in Canada, including Plaid and Flinks. Same issues across the board: broken syncs, missing data, and a recurring cost passed on to users. The problems are structural, not specific to any one vendor.

Your broker still issues all your tax documents. Greenline doesn't replace your brokerage. It sits alongside it, showing you what your brokerage doesn't.

No. Greenline supports the consumer benefits of open banking, like data portability and choice. We chose statement upload because it preserves your bank's fraud protection. When you share credentials with a third party, the bank can disclaim liability if something goes wrong. Open banking with proper liability frameworks is a different conversation, and Greenline will adapt as Canadian regulations evolve.

Wealthica relies on aggregator credential sharing, where you give them your bank login. That works for many users but means your bank can disclaim fraud liability, and aggregator connections break frequently. Greenline chose a model that keeps your bank's protections intact. You upload statements yourself, taking 30 seconds per account.