April 9, 2026 · Improvement
Easier cash tracking and a cleaner menu
Log a trade and update your cash balance in the same step. Plus a redesigned mobile menu with clearer grouping.
Two small things to make Greenline a bit more polished this week.
Log a trade and update your cash in one step
No more opening a second screen. Next time you are logging a buy, sell, or dividend, enable Update cash balance to apply it to your cash in the same transaction. You even get a preview of the change.
And yes, this works for dividend reinvestments too. Log the shares you have purchased, and the remaining cash is automatically added to your balance.
Thanks to Erik, Nick, Mike, and Coral for the feedback that made this happen.
Cleaner menu on mobile
The mobile menu was getting unwieldy, so we gave it a quick redesign. A new full-screen layout with your tools and settings organized into clear groups.
Notification preferences also moved to their own dedicated tab in Settings, so they are easier to find. Check it out by tapping on ☰ at the top right.
If something is bugging you, or you have ideas for how to make Greenline even better, reach us through Your Direct Line to Us at the bottom of any screen. We respond to every message.
More updates
September 10, 2026
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Search more than 4,500 Canadian mutual funds and get sector and region allocations, fees, and holdings filled in for you.
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Greenline in The Globe and Mail
Andrew Galbraith at The Globe and Mail tried Greenline and wrote about it. We're honoured.
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