Greenline
Greenline is a Toronto-based portfolio tracker for Canadian self-directed investors that consolidates holdings across eight brokerages via manual statement uploads, offering AI-powered daily summaries, fee analysis, and sector and geographic exposure on mobile and web.
- Company typePrivate
- Founded2025
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
What Greenline does
Greenline Platforms Inc. operates Greenline, a mobile and web portfolio tracking application targeted at Canadian self-directed investors who manage holdings across multiple brokerages. The product aggregates user-uploaded statements (CSV, PDF, or screenshot) from eight Canadian brokerages covering all Big 5 bank brokerages plus Wealthsimple, Questrade, and Interactive Brokers, deliberately avoiding bank credential linking as a security and regulatory design choice. Core features include a consolidated dashboard, holdings breakdown, fee and MER analysis, geographic and sector exposure, benchmark comparison, dividend tracking, holding history with sold positions, goals tracking, transaction filters, privacy mode, and T1135 foreign property reporting, all built on an Astro and React (with islands architecture) front end using Tailwind CSS and Framer Motion.
The product embeds AI capabilities through the OpenAI API, generating opt-in daily plain-English portfolio summaries, weekly email recaps, and natural-language Q&A, alongside computer-vision-based parsing of brokerage screenshots. Authentication is offered through Sign in with Apple and Sign in with Google, data is encrypted at rest and in transit with AES-256, and the company states it complies with PIPEDA and applicable Canadian provincial privacy law; the platform is presently restricted to Canadian residents. Distribution runs through the Apple App Store, Google Play, and a web application at app.usegreenline.com, supported by content marketing, an investing glossary, and intentional listings on ChatGPT, Claude, Gemini, Perplexity, and Grok for AI-mediated discovery.
Greenline's commercial model is subscription-based and currently in free beta, with Stripe, Apple Pay, and Google Pay configured for future paid tier billing; the company states it earns no referral, commission, or management fees and will offer early members preferential pricing relative to later users. The company is privately held, federally incorporated in Toronto, Ontario, operates with a small team (1–10 employees) co-founded by CEO Sammy Lau and CTO Luis, and has raised no disclosed external funding; total tracked portfolio assets across users exceed $100M.
Greenline firmographics
Firmographics- Name
- Greenline
- Legal name
- Greenline Platforms Inc.
- Website
- https://usegreenline.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Greenline is a Toronto-based portfolio tracker for Canadian self-directed investors that consolidates holdings across eight brokerages via manual statement uploads, offering AI-powered daily summaries, fee analysis, and sector and geographic exposure on mobile and web.
- Ownership category
- akta.pro rank
Greenline industry classification
Industry- Product category
- Personal Finance Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)
- akta.pro secondary industry
- Digital Banking & Neobank Platforms (BPAMAFAD)
Keywords
Where Greenline is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Greenline business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription: Subscription-based revenue model. Free during beta with early members offered better rates than future users when paid plans launch.
- No commission/referral fees: Company explicitly states they do not earn referral fees, commissions, or management fees. Revenue comes solely from subscriptions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Beta |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Greenline product offering
Product offeringCore offering
Greenline is a mobile and web portfolio tracking application for Canadian self-directed investors. The platform aggregates holdings across multiple brokerages (Wealthsimple, Questrade, TD, RBC, BMO, Scotia iTrade, Interactive Brokers, CIBC) through manual statement uploads via PDF, CSV, or screenshot, and provides AI-powered daily portfolio summaries, fee analysis (MER comparisons), sector and geographic exposure breakdowns, and historical performance tracking. By design, Greenline does not require bank login credentials and does not store financial account credentials.
Product overview
Greenline is a portfolio tracker for Canadian self-directed investors offered as a unified mobile and web application. The core Greenline Portfolio Tracker aggregates holdings across multiple brokerages (Wealthsimple, Questrade, TD, RBC, BMO, Scotia iTrade, Interactive Brokers, CIBC) through manual statement uploads (PDF, CSV, screenshot), replacing the need for users to check multiple apps. Key features include AI Summaries for daily briefings, Fee Analysis for MER comparisons, Geographic Exposure mapping, Sector Analysis, Holdings Breakdown, Dividend Tracking, Benchmark Comparison against S&P 500 and TSX, Holding History, Annual Performance tracking, and Real Return Calculations. The app operates without bank linking by design, with data security via AES-256 encryption. Greenline makes money from subscriptions and does not earn referral fees or hold user funds.
Differentiator
Problem solved
Functional benefit
Products and services
- Greenline Portfolio Tracker
Companies that use Greenline
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Greenline technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability4 records
Feature6 records
Greenline partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core.
- WealthsimplecoreData integration for importing portfolio data via PDF or CSV exports. Users can download statements from Wealthsimple accounts and import into Greenline.
- QuestradecoreData integration for importing portfolio data via PDF exports. Supports both standard Questrade and Questwealth accounts.
- TD Direct InvestingcoreData integration for importing portfolio data. One of the supported Big 5 bank brokerages in Canada.
- RBC Direct InvestingcoreData integration for importing PDF statements from RBC Direct Investing accounts.
- BMO InvestorLinecoreData integration for importing eDocuments PDFs from BMO InvestorLine accounts.
- Scotia iTradecoreData integration for importing portfolio data. One of the supported Canadian brokerages.
- Interactive BrokerscoreData integration for importing portfolio data. Supported brokerage platform.
- CIBC Investor's EdgecoreData integration for importing portfolio data. One of the supported Canadian brokerages.
- OpenAIcoreOpenAI API used to generate AI-powered portfolio summaries and answer portfolio questions. Data processed under OpenAI's API data usage policy and not used for model training. Opt-in feature.
- Google (Sign In)coreSign in with Google used for account authentication. Only email and name accessed; no other Google data used.
- Apple (Sign In)coreSign in with Apple used for account authentication. Supports Private Relay for enhanced privacy.
- StripecorePayment processor for subscription billing when paid plans launch.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Greenline competitors and assessment
Company assessmentBroad incumbents
- Wealthsimple: Canada's largest self-directed investing platform and a leading neobroker. While primarily a brokerage rather than a portfolio tracker, Wealthsimple serves the exact same Canadian DIY-investor persona Greenline targets and has the data and product surface to ship native cross-account tracking — making it both a distribution partner and the most important competitive threat.
- Mint: A broad personal-finance aggregator (now under Intuit/Credit Karma) that historically offered investment tracking alongside budgeting. Mint is comparable to the broader category Greenline is approaching from the investment-side wedge and represents incumbent distribution and brand.
Others
- Plaid: A financial-data-aggregation infrastructure provider used by most US-based portfolio trackers. Plaid is not a direct consumer competitor but is the enabling layer that connector-based alternatives to Greenline rely on, and its relationship to Canadian brokerages is a key structural factor in Greenline's no-credential differentiation.
Direct peers
- Snowball Analytics: A portfolio tracking and analytics platform for self-directed investors, originally popular in Japan and expanding globally. Snowball overlaps directly with Greenline on multi-brokerage aggregation, holdings history, and fee/exposure analytics.
- Sharesight: A multi-brokerage portfolio tracker (originally Australia/NZ, now global) that aggregates holdings across brokerages for tax and performance reporting. Sharesight is the closest direct peer to Greenline — same multi-brokerage aggregation model, same tax-report focus, and a comparable target user — though it primarily uses CSV imports rather than AI parsing of statements.
- Kubera: A modern net-worth and portfolio tracker that aggregates assets and investments across institutions globally. Kubera is comparable to Greenline's net-worth/portfolio aggregation thesis and represents a premium-priced subscription competitor in the same category.
- SigFig: A portfolio tracking and investment advisory platform that aggregates accounts from multiple institutions. SigFig targets the same 'see everything in one place' use case as Greenline and offers a directly comparable dashboard for DIY investors.
- Personal Capital (Empower): A US-focused portfolio tracking and wealth-management platform that aggregates holdings across multiple institutions. Personal Capital pioneered the cross-brokerage visibility use case Greenline is replicating for Canada and is the de facto reference product for the category.
- Delta (by eToro-era team, now independent): A multi-asset portfolio tracker for stocks, ETFs, and crypto across brokerages and exchanges. Delta targets the same cross-platform holdings aggregation use case as Greenline and is a relevant mobile-first benchmark.
Regional players
- Stockopedia: A UK-focused investment research and portfolio tracking platform serving self-directed investors. Stockopedia is a relevant regional peer because it solves a similar multi-portfolio visibility problem for UK DIY investors — analogous to Greenline's Canada focus and a useful comparator if Greenline expands internationally.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Greenline social profiles
Digital presenceGreenline compliance and trust
Trust signalCompliance2 records
Greenline financial estimates
Financial estimateRevenue estimate
Valuation estimate
Greenline leadership team
Management profileNumber of profiles
Profiles2 records
Greenline funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Greenline M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Greenline
What does Greenline do?
Greenline is a mobile and web portfolio tracking application for Canadian self-directed investors. The platform aggregates holdings across multiple brokerages (Wealthsimple, Questrade, TD, RBC, BMO, Scotia iTrade, Interactive Brokers, CIBC) through manual statement uploads via PDF, CSV, or screenshot, and provides AI-powered daily portfolio summaries, fee analysis (MER comparisons), sector and geographic exposure breakdowns, and historical performance tracking. By design, Greenline does not require bank login credentials and does not store financial account credentials.
Is Greenline a public or private company?
Greenline is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Greenline founded?
Greenline was founded in 2025. It employs 1 to 10 people.
Where is Greenline based?
Greenline is headquartered in Toronto, Canada, in the North America region.
How does Greenline make money?
Two revenue lines are on record. Subscription is the primary driver. The others are no commission/referral fees.
Who are Greenline's main competitors?
Broad incumbents on record are Wealthsimple and Mint. Plaid is listed as an others. Direct peers are Snowball Analytics, Sharesight, Kubera, SigFig, Personal Capital (Empower) and Delta (by eToro-era team, now independent). Stockopedia is listed as a regional player.
Does Greenline have an API?
No public API is recorded for Greenline.
What industry is Greenline in?
Greenline's product category is Personal Finance Software. Its primary akta.pro industry code is FSAGAEAC, Digital Brokerage & Self-Directed Investing Platforms, with a secondary code of BPAMAFAD, Digital Banking & Neobank Platforms. Its NAICS code is 523940 and its SIC code is 6282.