Mutual funds are here

A lot of you have a group RSP, a workplace plan, or an old account with mutual funds sitting inside it. And until now, Greenline did not really give you a way to see it.

That changes today. Greenline now supports mutual funds.

What you can do now

See more of your portfolio in one place. ETFs, stocks, mutual funds, and your group RSP, all in a single view, with deeper insight into your sector concentrations than before.

Catch hidden overlaps. If three different funds all hold Apple and Microsoft, you are more overweight in tech than your account statements suggest. Greenline shows you that.

Understand what you actually own. Knowing what is inside your funds is the difference between thinking you are diversified and being diversified.

Getting started

1. Go to Profile → Manage Assets to create your mutual funds.
2. Add as much detail as you want. Fund sheets, fees, sector breakdowns, individual holdings, geographic regions. The more you add, the sharper your insights.
3. Click Log Transaction to add the units you hold.
4. Update fund values and unit counts as often as you like.

At this time, Greenline supports mutual funds through manual tracking. You set the balance and it holds there until you update it. Most people do that monthly or quarterly, whenever a statement arrives.

A lot of you asked for this, and holding it back until we could do it automatically would have meant leaving that part of your money out of the picture entirely. So it is here now, limits and all. We are working as fast as we can to improve the experience, with changes landing week after week.

Thanks for pushing.