Smarter, more private portfolio tracking.

Get daily investment insights that go beyond your bank and brokerage — without connecting your accounts.

Made in Canada. Built for Canadian investors.

Available now for Questrade and Wealthsimple. More soon!

Sector Allocation

Past 6 months

-18% Tech

+17% Energy

+6% Financials

-5% ETFs

Finally – Investment Tracking Made Easy

Bring All Your Accounts Together

Works on any device

No more spreadsheets or broken formulas

Import your way

Know What's Moving — and Why

See which assets are working, what's changing, and where to look closer

Break down your sector and regional exposure

Explore daily market movements — and what’s behind them

See What's Quietly Costing You

Uncover ETF and mutual fund fees

See how account types affect taxes (e.g. where to hold U.S. dividends)

Independent and objective – we don't earn commissions, kickbacks, or fees from your holdings

Markets Move. So Does Your Portfolio.

Greenline tracks the shifts for you.

Before Greenline

With Greenline

Before Greenline

With Greenline

Jumping between bank accounts and logins

One place for your full investment picture

No clue what's performing well or why

See top-performing holdings, rising sectors, and recent changes at a glance

Manual tracking eats up your weekends

Auto-updates save you hours every month

Not sure if you're on track

Visual tools, milestones, and analysis that help you explore your portfolio's progress

See What’s Really Inside Your Funds

Own ETFs or mutual funds? You "own" individual stocks too. Blended Mode automagically shows your exposure by stock, sector, or geography — so you can finally see what’s inside.

Uncover your true exposure across funds — like 5.6% NVDA, 6.4% AAPL, and more.

RRSP Account

Portfolio Allocation

Actual Holdings

Blended

SMH40%

NVDA9%

VFV21%

QQQ30%

You're Up This Week. But Why?

Most of us don't have time to comb through tables and endless holdings.

Greenline makes it easy to see what's driving your investments — no spreadsheets, no digging through tickers.

Your portfolio gained $4,291 this week

Update Your Portfolio in Seconds — Without Bank Connections

Bank connectors break constantly, misread your portfolio, and can even void your fraud protection. Greenline uses secure uploads to give you accurate, up-to-date insights without risking your accounts.

Drop in PDFs

Upload securely. Get insights instantly.

Upload spreadsheets

From Excel or Sheets to analysis in seconds.

Manual entry

Add positions in real-time.

Import by screenshot

Snap it. Send it. Done. Clean data in seconds.

How often do I need to update?

Market data refreshes automatically every day, and most people make only a few trades per quarter — so they upload statements monthly or quarterly to catch up.

Active traders can update anytime — log trades or drop in a screenshot, PDF, or CSV.

Protecting Your Financial Information

Stop Sharing Your Passwords

Greenline works without connecting your bank accounts.

Your Info Stays Secure

Data is encrypted in transit and at rest, and monitored 24/7.

Auto-Deleted Files

Encrypted and access-controlled, then erased after 30 days.

For the Power Users

Identify which of your funds charge the highest fees

Track adjusted cost base across your accounts and brokerages

Backtest your portfolio — what if you'd held that stock instead of selling?

Compare time- and money-weighted returns for true ROI

Management Fees

Portfolio Value: $78,156

Total Annual Fees:$895.67/yr

Bring Over Your Spreadsheet. Upgrade Your Tracking.

Stock splits and broken formulas? Automatically handled

Greenline highlights the biggest movements for you

See what your portfolio looked like last month — or last year

Supported Platforms

Whether you're looking for a Canadian portfolio tracker, a way to track TFSA investments, or advanced investment performance tracking in Canada, Greenline has you covered.

Platform	Status
Wealthsimple	Supported
Questrade	Supported
More platforms coming soon...

Built for Canadian Investors

We're Investors Too

We build the tools we wish existed — and we ship improvements every month.

Monthly Feature Drops

New tools, faster fixes, and smarter insights — shaped by real user feedback.

You Shape the Product

Got an idea? Text us anytime. We're building Greenline together.

And we're just getting started.

Ready to transform your investing?

Be among the first to experience Greenline.