March 20, 2026 · Improvement
Faster PDF imports and mutual fund upgrades
Statements that import 4x faster, plus the mutual fund upgrades you asked for.
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.
More updates
September 10, 2026
Find your mutual funds in the Fund Library
Search more than 4,500 Canadian mutual funds and get sector and region allocations, fees, and holdings filled in for you.
September 1, 2026
Easier imports, short tours, and sign in with any email
Fix an import yourself, update every account from one place, get a quick walkthrough when you're stuck, and sign in with any email address.
August 21, 2026
Greenline in The Globe and Mail
Andrew Galbraith at The Globe and Mail tried Greenline and wrote about it. We're honoured.
August 6, 2026
Group your holdings, however you'd like
Bundle VFV, VOO, and XUS into one S&P 500 row. Or build a Big Five banks group. Your portfolio, your groupings.