October 30, 2025 · New feature
Greenline now supports RBC Direct Investing
Upload your RBC Direct Investing statement and your holdings and cost basis get pulled in automatically.
RBC is Canada’s largest bank, and Direct Investing is its self-directed arm. It launched in 1996 as RBC Action Direct and was renamed RBC Direct Investing in 2006. It is also the only bank-owned online brokerage in Canada that lets you hold and trade in multiple currencies at once, which is part of why it is a common home for Canadians who hold a meaningful amount of US stocks.
Now all of that finally sits inside Greenline.
Upload your RBC Direct Investing PDF statement and your positions, cost basis, account type, and multi-currency balances come in automatically. No more juggling a CAD account view and a USD account view to remember what you actually own.
More updates
August 6, 2026
Group your holdings, however you'd like
Bundle VFV, VOO, and XUS into one S&P 500 row. Or build a Big Five banks group. Your portfolio, your groupings.
August 5, 2026
Greenline now supports National Bank Direct Brokerage
Import your NBDB holdings and account activity straight from a CSV export, dividends and DRIPs included.
August 1, 2026
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.
June 30, 2026
Filter your transactions
Filter by account, action, or holding to find any transaction in seconds.