Greenline

Your Portfolio & Net Worth

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

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.

Ratings & Reviews

  • 5.0
    out of 5
    5 Ratings

Continued refinements to performance, reliability, and polish. We ship updates regularly -- thanks for being part of Greenline

Version 1.0.6

The developer, Greenline Platforms Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Location
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer indicated that this app supports the following accessibility features. Learn More

  • Supported Features

    • Dark Interface

Information

Seller
  • Greenline Platforms Inc
Size
  • 68.4 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 Greenline Platforms Inc.
  • Developer Website
  • Privacy Policy

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