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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
13
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 13
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
13
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 13
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
39
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 39
Trendlyne subscription
14
Trendlyne Vs. StockEdge Vs. Tickertape Vs. Screener.in
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?
View all 14
Superstar FAQ
5
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?
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 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
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
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 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
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
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