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Knowledge base
Trendlyne FAQ
Getting Started - Video tutorials
15
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 15
Getting Started
14
What's new at Trendlyne?
Trendlyne Vs. StockEdge Vs. Tickertape Vs. Screener.in
Support/help portal login issues
How can I manage my subscription?
Which Trendlyne plan should I subscribe to?
View all 14
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
11
How can I access the Forecaster dashboard?
What is the Forecaster dashboard?
What other types of Forecaster estimates are available?
How can I save a Forecaster query to my list of screeners?
What are Forecaster or Analyst estimates?
View all 11
Data Downloader FAQ
5
What is the ‘Stock Data Downloader’?
How can I use the ‘Stock Data Downloader’ feature?
How can I access the ‘Data Downloader’ feature?
What is a Portfolio Data Downloader?
What is a Market Snapshot Data Downloader?
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
12
What is a Mutual Fund?
How can I analyze the performance of a mutual fund?
How does the 'Check Before You Buy' feature help in comparing mutual funds?
What is the ‘Quick Filter’ feature?
How do Trendlyne’s features help you choose the right mutual fund scheme?
View all 12
Reports FAQ
10
Where can I find broker Reports on Trendlyne?
What are broker upgrades and downgrades?
What are Broker Upgrades?
What are Broker Downgrades?
How do I check reports on the highest upside stocks?
View all 10
Screener FAQ
42
What is a Screener?
How many types of screeners are available on Trendlyne?
What are Expert Stock Screeners?
What are Fundamental screeners?
What is a Technical Screener?
View all 42
Trendlyne subscription
15
What do I get with a Trendlyne subscription?
What types of Trendlyne subscriptions are available?
How can I subscribe to Trendlyne?
What more can I get on Trendlyne?
Are there any offers or discounts available on Trendlyne subscriptions?
View all 15
Superstar FAQ
6
Where can I find superstar investors’ portfolios?
How can I use Insider Trading & SAST trades of superstar investors?
How can access screeners based on Insider Trading and SAST trades?
How can I access Superstar Bulk and Block deals?
How frequently are superstar, daily deal, and insider alerts sent by Trendlyne?
View all 6
Portfolio FAQ
26
What is the ‘Portfolio’ feature?
How to Import your Portfolio to Trendlyne?
How can I access the ‘P&L Statement’ feature?
What does the ‘P&L Statement’ feature do?
What is the ‘Portfolio Analysis’ feature?
View all 26
Import Portfolio FAQ
10
What are the limitations of the 'Sync Portfolio From Broker' section?
How can I synchronize/update my latest portfolio with my broker?
Why can’t I edit my broker-imported portfolio holdings?
How can I delete my imported portfolio?
Why is the ‘Portfolio NAV’ not functional for broker-imported portfolios?
View all 10
Portfolio Report FAQ
4
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?
Watchlist FAQ
9
What is a watchlist?
How can I add stocks to my watchlist?
How can I monitor stocks using multiple watchlists?
How can I track news on my Watchlist stocks?
How can I track corporate announcements for stocks in Watchlist?
View all 9
Insider Trading & SAST and Bulk Block Deals FAQ
6
How can I access the ‘Insider Trading & SAST’ and ‘Bulk Block Deals’ feature?
What are ‘Insider Trading & SAST’ and ‘Bulk Block Deals’?
How can I use the ‘Insider Trading & SAST’ feature?
How can you use the ‘Bulk Block Deals’ feature?
How can I add alerts for ‘Insider Trading & SAST’ and ‘Bulk Block Deals’?
View all 6
Results FAQ
9
How can I effectively use the Results dashboard?
How can I check results for a specific stock group?
How can I track quarterly results using the Results dashboard?
What are Live Results screeners?
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 cost?
Can I access Stock Reports without a Trendlyne subscription?
View all 6
Stock Comparison FAQ
5
What is the stock comparison feature and how can I use it?
How can I compare stocks?
Deciding the winner and loser: what are the parameters considered in stock comparison?
How can I see Peer Comparison for a stock?
How can I compare more than one stock?
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 I access the IPO dashboard?
What can I find on the IPO Dashboard?
How to Understand an IPO Completely?
How do I check for past IPOs?
Discover page FAQ
11
What is the ‘Discover’ feature?
How can I access the Discover page?
How can I use the Discover page?
How to use the search bar on the Discover page?
What is ‘Trending Now’?
View all 11
My Account FAQ
8
How can I access ‘My Account’?
How can I edit my profile?
How can I update my email?
How can I manage and change my notification settings?
How can I change my password?
View all 8
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
8
How can I access the Tools feature?
What are the various tools available?
What is the Data Downloader?
What are Widgets?
What is the ‘Buy or Sell Zone’?
View all 8
My Metrics FAQ
4
How can I access ‘My Metrics’ and compare stocks using this feature?
How can I compare multiple stocks in a table using different metrics?
How can I use my own metrics in tables with the ‘My Metrics' feature?
What are the default metrics available on the stock overview page?
My Custom Parameters FAQ
5
What is the ‘My Custom Parameters’ feature?
How can I access ‘My Custom Parameters’?
How can I create a custom parameter?
Where can I use my custom parameters?
How can I create my Own Checklist Score?
Stock Overview metrics FAQ
7
What are stock overview metrics?
What are DVM scores?
What is the Analyst Price Target?
What is SWOT Analysis?
Which metrics are 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
15
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?
How can I identify SME stocks with lot sizes, and how can I remove them from the basket?
How can I log in through my Angel brokerage account
View all 15
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
1
How can I create a basket with my selection of stocks?
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)?
Angel One Broker Support FAQs
3
How can I log in? - I was using Angel One’s single sign-on login.
What happens to my baskets invested through Angel One now?
What can I do to get my Angel One login back?
Trendlyne Mobile App FAQ
Mobile App - Getting Started FAQ
4
How can I access the Trendlyne App?
How do I get started with the Trendlyne App?
What is the stock overview in the Trendlyne App?
How do you change the theme and font style on the Trendlyne app?
Mobile App - Alerts FAQ
16
What are Trendlyne Alerts ?
What are the different types of alerts?
How can I create alerts?
What is the Price Target Alert?
What is the Superstar & Deals Alert?
View all 16
Mobile App - Portfolio FAQ
9
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 9
Mobile App - Superstar FAQ
5
Where can I find Superstar investors portfolios on the Trendlyne mobile app?
How can I use Insider Trading & SAST trades of Superstar investors?
How can I access screeners based on Insider Trading and SAST trades?
How can I access Superstar Bulk and Block Deals?
How frequently does Trendlyne send Superstar, Daily Deal, and Insider alerts?
Mobile App - Mutual Fund FAQ
11
How can I access the Mutual Funds section?
What is a Mutual Fund?
How to analyze a mutual fund’s performance?
How does the ‘Checklist’ feature work in comparing mutual funds?
What Trendlyne features help you choose the right Mutual Fund Scheme?
View all 11
Mobile App - Watchlist FAQ
9
What is a watchlist?
How can I access the Watchlist feature on the Trendlyne app?
How can I add stocks to my watchlist
How can I remove stocks from a watchlist?
How can I delete a specific Watchlist?
View all 9
Mobile App - IPO dashboard
4
How can I access the IPO Dashboard?
What can I find on the IPO Dashboard?
How to understand an IPO completely?
How do I check for past IPOs?
Mobile App - Forecaster FAQ
9
How can I access the Forecaster estimates for a stock?
What are Forecaster or Analyst Estimates?
What are Surprises and why are they important?
What are Revision Estimates?
What are Detailed Estimates?
View all 9
Mobile App - Subscriptions FAQ
5
How can I cancel Trendlyne's subscription via Google Play?
I have subscribed via Google Play Store, but my subscription is inactive on Trendlyne. What should I do?
I subscribed via the App Store, but my subscription is inactive on Trendlyne. What should I do?
How can I cancel my Trendlyne subscription if I subscribed via Apple ID?
How can I view ‘My Subscription’ on the Trendlyne App?
Mobile App - Reports FAQ
10
Where can I find broker reports on the Trendlyne App?
What are the types of reports available on the Trendlyne app?
How can I access the PDF versions of Research Reports in the Trendlyne app?
What are broker upgrades and downgrades?
What are Broker Upgrades?
View all 10
Mobile App - 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 the Trendlyne App?
How much does the Stock Report cost?
Can I access Stock Reports without a Trendlyne subscription?
View all 6
Mobile App - 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 can I log into Trendlyne using OTP?
Mobile App - My Metrics FAQ
4
How can I access the ‘My Metrics’ feature in the mobile app?
How can I compare multiple stocks in a table using different metrics?
How can I use my own metrics in tables with the ‘My Metrics' feature?
What are the default metrics available on the stock overview page?
Mobile App - Screener FAQ
25
What is a Screener?
How many types of screeners are available on Trendlyne?
What are Expert Stock Screeners?
What are Fundamental Screeners?
What are Technical Screeners?
View all 25
Mobile App - Insider Trading & SAST and Bulk Block Deals FAQ
6
How can I access the ‘Insider Trading & SAST’ and ‘Bulk Block Deals’ features on the Trendlyne app?
What are ‘Insider Trading & SAST’ and ‘Bulk Block Deals’?
How can I use the ‘Insider Trading & SAST’ feature?
How can you use the ‘Bulk Block Deals’ feature?
How can I add alerts for ‘Insider Trading & SAST’ and ‘Bulk Block Deals’?
View all 6
Mobile App - Data Downloader FAQ
3
What is the ‘Data Downloader’?
How can I use the ‘Data Downloader’ feature?
How can I access the ‘Data Downloader’ feature?
Mobile App - Stock Overview Metrics FAQ
6
What are stock overview metrics?
What is Trendlyne’s DVM score?
What is the Analyst Price Target?
What is SWOT Analysis?
What is the PE Buy/Sell Zone?
View all 6
Mobile App - Import Portfolio FAQ
8
What are the limitations of the 'Sync Portfolio From Broker' section?
How can I synchronize/update my latest portfolio with my broker?
Why can’t I edit my broker-imported portfolio holdings?
How can I delete my imported portfolio?
Why is the ‘Portfolio NAV’ not functional for broker-imported portfolios?
View all 8
Help Desk Software
by Freshdesk
