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About Greenline
Greenline helps DIY investors see their full financial picture: investments, accounts, net worth, and whether they're on track. You upload your statements and Greenline organizes everything into one private view. No bank linking, no security compromises. We're starting with investments and expanding from there.
How it works
- See all your accounts and assets in one place
- Track investment performance over time
- Visualize your diversification by asset class, sector, and geography
- Monitor your net worth and track progress
- Spot patterns like overexposure to a single sector or asset type
- Import data via spreadsheets, PDFs, screenshots, or manual entry
Security & Privacy
Yes. Greenline doesn't connect to your bank or brokerage accounts. You upload files manually, and they are encrypted in transit and at rest. Uploaded documents are automatically deleted after 30 days.
Greenline is read-only. We can only view the data you provide. We don't access your accounts, your login credentials, or move money.
Pricing
Greenline is free during Beta. Pricing will be announced at launch, with monthly and annual options. Beta members will lock in preferred pricing.
Legal
No. Greenline is not a financial advisor, portfolio manager, or dealer. We are not registered to provide personalized investment advice.
