Faster PDF imports and mutual fund upgrades

Markets have been rough lately, but we have been heads down making Greenline better. That is what we focus on. A clearer view of your money and investments, especially when things feel uncertain.

Much faster PDF imports

We completely rebuilt how Greenline reads your statements. The new system is purpose-built for financial documents and 4x faster than before.

Sometimes it is so fast you might not even notice it is processing. You upload, and it is just done.

Mutual funds got a big upgrade

Ever sell mutual fund units and watch your portfolio “drop”? That is fixed. You can now log sale proceeds so Greenline tracks your true performance, including what you have already taken off the table.

We also redesigned the mutual funds page. Each fund now shows its full allocation breakdown at a glance: asset classes, sectors, regions, and top holdings, all without drilling in. These were the most requested improvements from your fellow mutual fund users.