Greenline

Currently free. Finally see everything you own across every brokerage, in one place. Your real returns, your real fees, your whole picture.

See everything you own in one place.

If you invest with more than one brokerage, you know the feeling. You check one app, then another, maybe a spreadsheet, and you still don’t have the full picture. Greenline puts it all together for you.

Upload your statements from Wealthsimple, Questrade, TD Direct Investing, RBC, BMO InvestorLine, Interactive Brokers, or CIBC Investor’s Edge. You can also import a spreadsheet, snap a screenshot of your holdings, or just type everything in manually. Whatever works for you.

Once your data is in, you’ll see your complete portfolio across all your accounts. TFSA, RRSP, FHSA, non-registered, spousal, RESP, LIRA, corporate. Every holding, every gain and loss, all in one dashboard. Your investments today, your full net worth next.

You’ll also see what you’re actually paying. Greenline finds the fees buried in your funds and shows you what they cost in real dollars. Once you see it, you can’t unsee it.

Want to know how you’re really doing? You’ll get time-weighted and money-weighted returns, plus comparisons against the S&P 500 and TSX. You can see your geographic exposure, sector breakdown, and asset class mix across everything you own.

Every afternoon, you’ll get a short AI summary of what moved and what’s worth noticing. Not alerts, not noise. Just enough to feel on top of things. You’ll also get a weekly recap by email.

Built for Canadians

Greenline is built specifically for Canadian investors. Canadian account types, Canadian brokerages, Canadian tax rules. T1135 foreign property reporting included. This isn’t a US app with a Canadian flag on it.

Your data stays yours

No bank login. No account linking. Greenline never connects to your brokerage. Your data is encrypted with AES-256 and never shared with third parties. You control what goes in.

Greenline is not a brokerage, not a robo-advisor, and doesn’t give investment advice. It’s a dashboard that shows you what you have, what it costs, and whether it’s working.

Currently free. Your money stays where it is. Greenline just makes sense of it.