December 29, 2025 · New feature
Import your holdings by screenshot
A new way to import or update your portfolio. Alongside direct entry, CSVs, and PDF statements, you can now upload a screenshot.
We have just added screenshots as a new way to import and update your portfolio, alongside direct entry, CSVs, and PDF statements.
Screenshots work just like PDFs. They create a Snapshot of your confirmed holdings at that moment in time.
For the most complete experience, CSV or direct entry still works best. Those unlock automatic proceeds tracking, full performance history, and deeper insights. If you do not need that level of detail, Snapshots are great for fast, lightweight tracking.
Shoutout to Andrew, Sahil, and Melanie. You pushed us to offer more than just PDF imports as a starting point, so we built it.
This is how Greenline gets better. Keep the feedback and ideas coming.
More updates
June 10, 2026
Making The Peak's 2026 Emerging Leaders list
The Peak named Greenline co-founder and CEO Sammy Lau to its 2026 Emerging Leaders list. Thanks to the community that got us here.
May 24, 2026
Goals
Set your target, see where you stand, and find out if you're on track.
May 14, 2026
Watchlist and price alerts
Track stocks and ETFs you do not own yet, and get notified when one hits the price you are watching for.
April 30, 2026
USD view, Performance by Lot, and a cleaner Dividends portal
Three updates from your suggestions: flip the whole app to USD, see how each buy of a stock is doing on its own, and a cleaner way to handle dividends.