# Greenline > A portfolio tracker for Canadian self-directed investors. See everything you own across all accounts in one place, without linking your bank. Greenline is built by Greenline Platforms Inc., a Canadian company. ## What Greenline is Greenline is a web-based dashboard for Canadians who manage their own investments. You upload brokerage statements (PDF, CSV, or screenshots) and Greenline organizes your holdings, calculates your returns, and shows you what you're paying in fees. It covers TFSAs, RRSPs, FHSAs, RDSPs, RESPs, LIRAs, LIFs, RRIFs, Spousal RRSPs, Group RRSPs, non-registered, margin, and corporate accounts. It is not a bank, brokerage, or robo-advisor. It does not hold your money, execute trades, or provide financial advice. ## What makes it different - No bank linking. You upload statements yourself. Your bank's fraud protection stays intact. - No conflicts of interest. Revenue comes from subscriptions only. No referral fees, no commissions, no data sold. - Canadian-first. Built for Canadian account types, tax rules, and brokerages. Not adapted from an American product. - AI daily summary. Every market day, Greenline writes a plain-English summary of your portfolio: what moved, what it means, and what to watch. ## Key features - Unified dashboard across all accounts and brokerages - Import from PDF statements, CSV exports, or screenshots (AI-powered parsing) - Holdings, balances, and allocation in one view - Fee analysis showing what you pay across every fund - Time-weighted and money-weighted return calculations - Benchmark comparison against the S&P 500 and others - Performance tracking by account - Dividend tracking and history - Position records preserved even after you sell - Net worth tracking over time - Contribution room tracking for registered accounts ## Who it's for - Self-directed investors using Canadian brokerages. Greenline has first-class parsers for Wealthsimple Trade, Wealthsimple Invest, Questrade, RBC Direct Investing, TD Direct Investing, BMO InvestorLine, Scotia iTRADE, National Bank Direct Brokerage, CIBC Investor's Edge, and Interactive Brokers Canada. Other Canadian brokerages (Qtrade, Disnat, EQ Bank Investments, and others) typically work via the general AI parser, though we haven't formally certified them. - People with investments spread across multiple accounts and platforms - Investors who want to understand their fees, returns, and allocation without a spreadsheet - Canadians who don't want to share their banking credentials with third-party apps ## Pricing Free during beta with no credit card required. When paid plans launch, beta members will get advance notice and lock-in pricing. Sign-in is via Google or Apple OAuth only. Greenline does not offer email/password sign-in. ## What Greenline is not - Not a brokerage. Greenline does not execute trades or hold money. - Not a robo-advisor. Greenline does not manage portfolios or give personalized investment advice. - Not registered as a portfolio manager or dealer under Canadian securities laws. - Not stored in Canada (yet). Greenline data is hosted on enterprise US cloud infrastructure with encryption at rest and in transit. Canadian data residency is on the roadmap. Greenline never holds banking credentials or money, so the data scope is portfolio holdings rather than account access. - Does not auto-update mutual fund prices. Mutual fund prices in Canada don't have a public real-time feed; balances stay where the user sets them until they log an update. - Does not auto-track dividends end-to-end. Dividends are easy to log when they arrive; Greenline rolls them into income views. - Does not access bank login credentials. ## Canadian account coverage - TFSA, Tax-Free Savings Account - RRSP, Registered Retirement Savings Plan - FHSA, First Home Savings Account - RDSP, Registered Disability Savings Plan - RESP, Registered Education Savings Plan - LIRA, Locked-In Retirement Account - LIF, Life Income Fund - RRIF, Registered Retirement Income Fund - Spousal RRSP - Group RRSP - Non-registered (taxable) - Margin - Cash - Corporate (limited support) Full reference: https://usegreenline.com/canadian-account-types ## Comparisons Summary table across the most common alternatives (Wealthica, Sharesight, Wealthsimple, spreadsheets, budgeting apps): https://usegreenline.com/compare/greenline-at-a-glance - Greenline + BMO InvestorLine — BMO handles your trades. Greenline shows you how everything fits together. (https://usegreenline.com/compare/bmo-investorline) - Greenline vs Budgeting Apps — Budgeting apps track your spending. Greenline tracks your wealth. (https://usegreenline.com/compare/budgeting-apps) - Greenline vs Capitally — Both are privacy-first. One is built for Canada. (https://usegreenline.com/compare/capitally) - Greenline + CIBC Investor's Edge — Lower commissions are a great start. Seeing your full portfolio is even better. (https://usegreenline.com/compare/cibc-investors-edge) - Desjardins Online Brokerage (Disnat) Review for DIY Investors — Disnat handles your trades in both languages. Greenline shows you the bigger picture. (https://usegreenline.com/compare/desjardins) - Greenline vs getquin — Both support manual entry. One adds a social layer. One adds Canadian context. (https://usegreenline.com/compare/getquin) - Greenline vs Ghostfolio — One is open-source and self-hosted. One is ready to go. (https://usegreenline.com/compare/ghostfolio) - National Bank Direct Brokerage (NBDB) Review for DIY Investors — Commission-free trading from a major bank. Greenline gives you the view across everything else. (https://usegreenline.com/compare/national-bank) - Greenline vs Passiv — Passiv rebalances. Greenline tracks. They work well together. (https://usegreenline.com/compare/passiv) - Portfolio Performance vs Greenline: desktop power vs web simplicity — One is a desktop app for power users. One is built for everyone. (https://usegreenline.com/compare/portfolio-performance) - Greenline vs Portseido — Both support file uploads. One is built specifically for Canadian investors. (https://usegreenline.com/compare/portseido) - Greenline + Qtrade — Great service and $0 commissions. Greenline adds the view across everything you own. (https://usegreenline.com/compare/qtrade) - Questrade Review: fees, account types, and what's missing — Low-cost trades are just the start. Greenline shows you where it all adds up. (https://usegreenline.com/compare/questrade) - Greenline + RBC Direct Investing — Banking and investing in one place is convenient. Seeing everything in one place is better. (https://usegreenline.com/compare/rbc-direct-investing) - Greenline vs Robo-Advisors — A robo-advisor manages your money. Greenline helps you understand it. (https://usegreenline.com/compare/robo-advisors) - Sharesight vs Greenline: which is better for Canadian accounts — Both track performance. One is built for Canada. (https://usegreenline.com/compare/sharesight) - Simply Wall St vs Greenline: stock analysis vs portfolio tracking — One analyzes stocks. One analyzes your portfolio. (https://usegreenline.com/compare/simply-wall-st) - Snowball Analytics Alternative for Canadian Investors — Both track your portfolio. Different approach to getting your data in. (https://usegreenline.com/compare/snowball) - Greenline vs Spreadsheets — Everything your spreadsheet does, without the maintenance. (https://usegreenline.com/compare/spreadsheets) - Greenline vs Stock Events — Both track dividends. One shows you the full picture. (https://usegreenline.com/compare/stock-events) - Greenline + TD Direct Investing — TD makes investing easy to start. Greenline makes it easy to understand. (https://usegreenline.com/compare/td-direct-investing) - Wealthfolio vs Greenline: desktop app vs web tracker — One is a desktop app. One works on any device. (https://usegreenline.com/compare/wealthfolio) - Wealthica vs Greenline: which Canadian tracker (2026) — Both track your investments. One links your bank. One doesn't. (https://usegreenline.com/compare/wealthica) - Greenline + Wealthsimple — Your brokerage handles the trades. Greenline shows you the full picture. (https://usegreenline.com/compare/wealthsimple) - Greenline vs Yahoo Finance — One is a news site with watchlists. One tracks your actual portfolio. (https://usegreenline.com/compare/yahoo-finance) ## Common questions **How do Canadians track their portfolio without linking a bank?** Canadian self-directed investors track a portfolio without linking a bank by uploading their brokerage statements, CSV exports, or screenshots to a tracker like Greenline, which organizes holdings, returns, and fees in one place. Nothing connects to a bank or brokerage login, so the bank's fraud protection stays intact. Greenline covers the major Canadian brokerages and every registered account type (TFSA, RRSP, FHSA, RRIF, and more), and setup takes a few minutes per account. **Is Greenline free?** Yes, free during beta with no credit card required. Paid plans will launch later; beta members get advance notice and grandfathered pricing. **Does Greenline link to my bank or brokerage?** No. You upload statements (PDF, CSV, or screenshots) and Greenline parses them. No banking credentials are shared, and your bank's fraud protection stays intact. **Which Canadian brokerages does Greenline support?** First-class parsers for Wealthsimple Trade, Wealthsimple Invest, Questrade, RBC Direct Investing, TD Direct Investing, BMO InvestorLine, Scotia iTRADE, National Bank Direct Brokerage, CIBC Investor's Edge, and Interactive Brokers Canada. Other Canadian brokerages typically work via the general AI parser. **Can I use Greenline if I'm not Canadian?** Yes. Greenline is Canada-first, but no longer Canada-gated. Non-Canadian investors can use it, though account-type coverage and tax features are designed for Canadians. **How do I sign up?** Sign-in is via Google or Apple OAuth only. Greenline does not offer email and password sign-in. Start at https://app.usegreenline.com. **Is my data sold or shared?** No. Revenue is subscription-only. No referral fees, no commissions, no data sold. **Does Greenline give financial advice?** No. Greenline is a tracking and analysis tool, not a registered advisor, brokerage, or portfolio manager. ## Glossary 100+ Canadian-investing terms defined; index at https://usegreenline.com/glossary ## Links - Website: https://usegreenline.com - How it works: https://usegreenline.com/how-it-works - Why Greenline: https://usegreenline.com/why-greenline - Canadian account types Greenline supports: https://usegreenline.com/canadian-account-types - Greenline at a glance (compared with alternatives): https://usegreenline.com/compare/greenline-at-a-glance - Articles: https://usegreenline.com/articles - Glossary: https://usegreenline.com/glossary - Support: https://usegreenline.com/support - Sign up: https://app.usegreenline.com - Full LLM-readable corpus: https://usegreenline.com/llms-full.txt ## Contact support@usegreenline.com ## Last updated 2026-05-11