Easier imports, short tours, and sign in with any email

Over the past few weeks, our Beta community sent in hundreds of suggestions. We read every one, and most of what’s below came straight from them.

Fix an import on the spot

No more messaging us to fix an import. When something comes in wrong, like a TSX listing that should be NYSE, Canadian and US dollars mixed up, or a stock that wasn’t recognised, you can match it to the right holding yourself before it lands in your portfolio.

One place to update every account

The new Import Hub lists every account in one place, so it’s easy to see which ones are ready for their next update.

Short tours, for whenever you’re stuck

From editing a holding to deleting an account, there’s now a short guided tour for it. Open Help along the top and choose Show me how to.

Edit accounts and holdings

Rename an account, fix a holding, or clean up something that came in wrong. It’s all editable now.

Sign in with any email

You’re no longer limited to Google or Apple. Sign in to Greenline with any email address.

Smaller things you asked for

• Blended charts. Your region and sector charts on Holdings can look inside your ETFs.
• LIF accounts. Pick LIF as an account type.
• Dollars or percentages. Allocation charts switch between the two.
• Dividend goals with your real yield. Use what your holdings actually pay instead of a flat estimate.
• Sorting that sticks. Holdings remember whether you sort A to Z or by biggest.

See it in Greenline.