June 30, 2026 · New feature
Filter your transactions
Filter by account, action, or holding to find any transaction in seconds.
If you have ever scrolled your whole history hunting for a single trade, this one is for you.
You can now filter the Transactions page by account, action, and holding. Want to see only the buys in your RRSP? Every dividend you have logged? All the activity for one stock across every account? A couple of taps and there it is.
The view saves in the link
When you set a filter, it saves right in the page link. So you can bookmark a filtered view, or come straight back to it later, without setting it all up again.
Nothing to set up
Open Transactions, tap the filters, and narrow things down however you like. It is the kind of thing that does not sound exciting until you actually need it, and then it saves you a real headache.
Have a look next time you are in there.
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September 10, 2026
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Greenline in The Globe and Mail
Andrew Galbraith at The Globe and Mail tried Greenline and wrote about it. We're honoured.
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