March 20, 2026 · Improvement
Faster PDF imports and mutual fund upgrades
Statements that import 4x faster, plus the mutual fund upgrades you asked for.
Markets have been rough lately, but we have been heads down making Greenline better. That is what we focus on. A clearer view of your money and investments, especially when things feel uncertain.
Much faster PDF imports
We completely rebuilt how Greenline reads your statements. The new system is purpose-built for financial documents and 4x faster than before.
Sometimes it is so fast you might not even notice it is processing. You upload, and it is just done.
Mutual funds got a big upgrade
Ever sell mutual fund units and watch your portfolio “drop”? That is fixed. You can now log sale proceeds so Greenline tracks your true performance, including what you have already taken off the table.
We also redesigned the mutual funds page. Each fund now shows its full allocation breakdown at a glance: asset classes, sectors, regions, and top holdings, all without drilling in. These were the most requested improvements from your fellow mutual fund users.
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.