September 4, 2025 · New feature
Week and Month in Review, plus Your Trends
Quick snapshots of how things are going this week or month, and a new view showing which holdings are moving your portfolio most.
A couple of new features rolled out this week.
Week and Month in Review
Get a quick snapshot of how things are going this week or this month. Not just percentages, but the real dollar impact. You will see:
- % and $ returns: exactly how much you are up or down versus last week or last month
- Portfolio value: your total at the start and end of the period
- Holdings changes: new positions added (or no changes)
Your Trends
Portfolios are always shifting. From your trades, and of course, as your own stocks and ETFs move. Your Trends shows you the underlying movements in one simple view:
- Biggest movers: which holdings had the biggest movements this Quarter or YTD
- Allocation shifts: how your mix by country, sector, or asset class changed over this period
Right now you can view Your Trends by Quarter or YTD. Want to see other time ranges? Let us know.
These features are already live. Just go to app.usegreenline.com or open the app on your phone.
More updates
June 10, 2026
Making The Peak's 2026 Emerging Leaders list
The Peak named Greenline co-founder and CEO Sammy Lau to its 2026 Emerging Leaders list. Thanks to the community that got us here.
May 24, 2026
Goals
Set your target, see where you stand, and find out if you're on track.
May 14, 2026
Watchlist and price alerts
Track stocks and ETFs you do not own yet, and get notified when one hits the price you are watching for.
April 30, 2026
USD view, Performance by Lot, and a cleaner Dividends portal
Three updates from your suggestions: flip the whole app to USD, see how each buy of a stock is doing on its own, and a cleaner way to handle dividends.