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.

Mutual fund prices in Canada do not update on a public feed the way stock prices do, so balances stay where you set them until you log an update. That is the trade-off of supporting funds properly instead of faking it.

A lot of you asked for this. Thanks for pushing.