Greenline

Greenline is a personal finance dashboard. If your money is spread across multiple accounts and brokerages, Greenline brings it all into one clear, private view.

Upload your brokerage statements (PDF, CSV, or screenshot) and Greenline organizes everything: holdings, balances, net worth, allocation by sector and region, fee analysis, dividend tracking, and performance calculations. Every market day, you get a plain-English AI summary of what moved in your portfolio and what to pay attention to.

Unlike most financial tools, Greenline doesn't link to your bank accounts. You upload your own data, which means your banking fraud protections stay intact.

Supported brokerages include Wealthsimple, Questrade, RBC Direct Investing, BMO InvestorLine, TD Direct Investing, CIBC Investor's Edge, Interactive Brokers, and more. Account types include TFSAs, RRSPs, FHSAs, RESPs, LIRAs, and non-registered accounts.

Greenline makes money from subscriptions, not data, commissions, or referral fees. No conflicts of interest. Founded in 2025 in Toronto. Bootstrapped, no venture capital, no board of directors. The product roadmap is shaped entirely by user feedback.

Free during beta. No credit card required.