Set up in minutes

Upload your holdings, and Greenline does the rest.

Set up in minutes

Upload your holdings, and Greenline does the rest.

Drop in a PDF statement, upload a spreadsheet, type your holdings in manually, or snap a screenshot. Whatever's easiest.

No bank logins. No account linking. Your data stays yours.

Works with any brokerage via CSV, PDF, or screenshot.

Brokerage statement and spreadsheet showing portfolio data to import into Greenline

Drop in a PDF statement, upload a spreadsheet, type your holdings in manually, or snap a screenshot. Whatever's easiest.

No bank logins. No account linking. Your data stays yours.

Works with any brokerage via CSV, PDF, or screenshot.

How DIY investors typically see their portfolio today

Brokerages

One account at a time. They profit when you trade.

Robo-advisors

0.4-0.5% of your portfolio, annually. On $200K, that's $800-$1,000 a year.

Aggregators

Require your bank login, which can void your fraud protection. Connections break constantly, they pass on connector fees to you, and the insights are surface-level at best.

Greenline doesn't do any of that. No trades, no cuts, no logins. Just your whole portfolio, explained.

How we handle your data →

Common questions about Greenline

Have more questions? See all FAQs →

Ready to |

Set up takes a few minutes.

See your full portfolio, free

Free during Beta. Try a sample portfolio or bring your own. Early members lock in the best pricing.

See pricing · Read FAQs