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Knowledge base
Trendlyne FAQ
Getting Started - Video tutorials
13
How to sign up, create watchlists, upload portfolio and set alerts?
How to access screeners, backtest screeners and set screener alerts?
How to customize 'My Metrics', access the Forecaster dashboard and reports section?
How to access the Superstars section, Data Downloader, Results & IPO Dashboard?
How to Create a Trendlyne Screener and set Screener Alerts
View all 13
Getting Started
10
What's new at Trendlyne?
Support/help portal login issues
How can I manage my subscription?
Which Trendlyne plan should I subscribe to?
How reliable are Trendlyne’s data feeds?
View all 10
Alerts FAQ
17
What are Trendlyne Alerts?
What are the different types of Alerts?
How can I create Alerts?
What is the Price Target Alert?
What are Stock Alerts?
View all 17
Forecaster dashboard
8
How can you access the Forecaster dashboard?
What is the Forecaster dashboard?
What are the other types of Forecaster estimates you can view?
What are the other Forecaster parameters available in the dashboard?
What are Forecaster or Analyst estimates?
View all 8
Data Downloader FAQ
3
What is the ‘Data Downloader’?
How can you access the ‘Data Downloader’ feature?
Using the ‘Data Downloader’ feature
Excel Connect
5
What is Excel Connect and how can I access it?
How do I access Stock financial data using Google Sheets?
Why do I need to give access to the script in Google Sheets?
How do I access Stock financial data using MS Excel?
How can I make a new custom parameter?
Mutual Fund FAQ
11
What is a Mutual Fund?
How do you analyze a mutual fund’s performance?
How does the ‘Check Before You Buy’ feature work in comparing mutual funds?
What is the ‘Quick Filter’ feature?
Trendlyne’s features that help you choose the right mutual fund scheme
View all 11
Reports FAQ
10
Where can I find broker Reports on Trendlyne?
Broker Upgrades and Downgrades:
What are Broker Upgrades?
What are Broker Downgrades?
How to check Reports on highest upside stocks?
View all 10
Screener FAQ
32
What is a Screener?
Types of Screeners:
What is an Expert Screener?
What is the Fundamental Screener?
What is a Technical Screener?
View all 32
Trendlyne subscription
13
What do I get with a Trendlyne subscription?
What types of Trendlyne subscriptions are available?
How do I subscribe to Trendlyne?
What more can I get on Trendlyne?
Will we get offers/discounts?
View all 13
Superstar FAQ
5
Where can I find Superstar investor's portfolios?
Insider Trading & SAST trades of Superstar investors
Screeners based on Insider Trading and SAST trades
Superstar Bulk and Block deals
How frequently are superstar, daily deal, and insider alerts sent by Trendlyne?
Portfolio FAQ
21
What is the ‘Portfolio’ feature?
How do you import your portfolio to Trendlyne?
How can I access the ‘Transactions’ feature?
What does the ‘Transactions’ feature do?
What is the ‘Portfolio Analysis’ feature?
View all 21
Import Portfolio FAQ
8
What are the limitations of the 'Sync Portfolio From Broker' section?
How can I synchronize/update my portfolio with my latest trades?
Why can’t I edit my portfolio holdings?
How can I delete my imported portfolio?
Why is the ‘Portfolio NAV’ not functional for broker-imported portfolios?
View all 8
Portfolio Report FAQ
5
What is the Portfolio Report and how can I access it on Trendlyne?
What does the 'Summary’ section in the portfolio report include?
What does the ‘Equity’ section in the portfolio report include?
What does the ‘Mutual Fund’ section in the portfolio report include?
What does the ‘Equity’ section in the portfolio report include?
Watchlist FAQ
8
What is a Watchlist?
How to add stocks to your Watchlist?
Tracking stocks through multiple Watchlists:
How to track news on my Watchlist stocks?
How do I track corporate announcements for stocks in Watchlist?
View all 8
Insider Trading & SAST and Bulk Block Deals FAQ
6
How can you access the ‘Insider Trading & SAST’ and ‘Bulk Block Deals’ feature?
What are ‘Insider Trading & SAST’ and ‘Bulk Block Deals’?
How can you use the ‘Insider Trading & SAST’ feature?
How can you use the ‘Bulk Block Deals’ feature?
How to add alerts for ‘Insider Trading & SAST’ and ‘Bulk Block Deals’?
View all 6
Results FAQ
9
How to best use the Results Dashboard?
How can I check Results for any stock group ?
How to track quarterly results using Results?
What is a Live Results screener?
What are Rapid Results?
View all 9
Stock Report FAQ
6
What is Trendlyne’s Stock Report?
How is the Stock Report structured?
How can I access the Stock Report product on Trendlyne?
How much does the Stock Report product cost?
Can I access Stock Report without a Trendlyne subscription?
View all 6
Stock Comparison FAQ
3
What is the stock comparison feature and how can one use it?
How can one compare stocks?
Deciding the winner and loser: what are the parameters in stock comparison?
DVM FAQ
10
What is the Trendlyne DVM score and how does it work?
Types of DVM scores:
How to use DVM score while screening stocks?
Can I create my own DVM screener query?
Are stocks unavailable for DVM score?
View all 10
IPO dashboard
4
How can you access the IPO dashboard?
What can you check on the IPO dashboard?
How to understand the IPO completely?
How do you check for past IPOs?
Discover page FAQ
5
What is the ‘Discover’ feature?
How do you access the Discover page?
How do you use the Discover page?
How to use the search bar on the discover page?
How to add alerts for the Discover feature?
My Account FAQ
10
How can you access ‘my account’?
How do you change your ‘account profile’?
How can you update your email?
How can you manage and change your notification settings?
How can you ‘change password’?
View all 10
Email OTP login FAQ
3
How can I reset my password via an OTP request?
How can I sign up for Trendlyne with an email and OTP?
How do I log into Trendlyne using OTP?
Tools FAQ
2
How can you access the Tools feature?
What are the various types of Tools available?
My Metrics FAQ
4
How can I compare stocks using ‘My Metrics’?
How can I compare multiple stocks in a table using different metrics?
Using your own metrics in tables with My Metrics
What are the default metrics available on the stock overview page?
My Custom Parameters FAQ
4
What is the ‘My Custom Parameters’ feature?
How can you access the ‘My Custom Parameters’ feature?
How can you create a custom parameter?
Where can you use custom parameters?
Stock Overview metrics FAQ
7
What are stock overview metrics?
What are DVM scores?
What is an Analyst Price Target?
What is SWOT Analysis?
Which are the metrics displayed in the ‘Performance’ section?
View all 7
Starfolio FAQ
Getting Started
4
How can I invest in Starfolio baskets?
What are the types of Starfolio baskets?
How do I connect multiple brokers to my Starfolio account?
How do I access the list of brokers linked to my Starfolio account?
Investing in a Starfolio basket FAQ
18
How much does it cost to use Starfolio?
How can I buy a Starfolio basket?
How can I subscribe to a premium basket on Starfolio?
What are superstar shadow baskets and how are they rebalanced?
How can I identify SME stocks with lot sizes, and how can I remove them from the basket?
View all 18
Using Trendlyne to create baskets FAQ
5
How can I create a basket using Trendlyne screeners?
How can I create a shadow basket on Starfolio using Trendlyne’s superstar investor dashboard?
How can I create a basket using watchlists on Trendlyne?
How can I create a basket with stocks in a mutual fund?
How can I exclude SME stocks (with lot size > 1) from Trendlyne screeners before creating a Starfolio basket?
Rebalancing a Starfolio basket FAQ
8
How can I rebalance a featured or RIA basket I have invested in?
How can I rebalance a basket created from a Trendlyne screener?
How can I rebalance a superstar shadow basket created from Trendlyne’s superstar portfolios?
How can I rebalance a basket created from a Trendlyne watchlist?
How can I rebalance mutual fund baskets created through Trendlyne?
View all 8
Building a Starfolio basket from scratch FAQ
2
How can I create a basket with my selection of stocks?
How can I create auto baskets on Starfolio?
Importing Baskets to Starfolio FAQ
2
How can I import my Smallcase basket to Starfolio?
How can I import a basket from other sources (via CSV file)?
Trendlyne Mobile App FAQ
Mobile App FAQ
4
How can I access the Trendlyne App?
How can I begin using the Trendlyne App?
What does the stock overview in the Trendlyne App mean?
How can I view ‘My Subscription’ on the Trendlyne App?
Mobile App Reports
4
Where can I find broker reports on the Trendlyne App?
What are the different types of reports available on the Trendlyne app?
How can I access Research Report pdfs in the Trendlyne app?
What are the other features available in the Reports section?
Mobile App Alerts
14
What are Alerts and how can I access them on the Trendlyne App?
What is the Price Alert?
What is the Moving Average alert?
What is the Volume and Delivery alert?
What is the Breakouts/Breakdowns past Resistance and Support alert?
View all 14
Mobile App - Forecaster
6
How can I access the Forecaster estimates dashboard?
What are Forecaster or Analyst estimates?
What are Surprises and why are they important?
What are Revision Estimates?
What are Detailed Estimates?
View all 6
Mobile App - Portfolio / Watchlist - FAQ
12
What is the ‘Portfolio’ feature, and how can I access it on the Trendlyne App?
How can I import my portfolio to Trendlyne?
How can I access the ‘Realized P&L’ feature and what does it do?
What does the ‘Holdings’ feature in the portfolio section do?
What does the ‘Manage’ feature in the portfolio section do?
View all 12
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