The article discusses the Greenline app, a Canadian tool designed to help investors gain deeper insights into their portfolios. Developed by Toronto-based Sammy Lau, the platform allows users to import investment data for analysis, offering features like AI-generated performance summaries, fee breakdowns, and visual dashboards tracking asset allocation. The author shares personal experience using Greenline to scrutinize ETF expenses, revealing how small differences in management expense ratios (MERs) can impact long-term returns. While acknowledging the tool's beta status and limitations, the piece highlights its potential for improving financial transparency. Expert opinions are cited, including PWL Capital's Ben Felix warning that frequent portfolio checks may increase risk aversion. The article also touches on broader retirement planning challenges, using a couple's case study to illustrate the importance of stress-testing financial strategies against varying economic scenarios.

📢 2 new #RFCS publications about #FeedbackToPolicy are just out! 🤩 🥁 Last week (5 February 2025), we published for the #FirstTime two Feedback to Policy…