You can use the Excel Import Portfolio feature and follow these steps:
- Start by clicking on ‘+ New Account’.
- Choose the transaction type — Current portfolio, Buy, or Sell.
- Next, download the provided Excel template.
The template has three columns: stock name (as listed on the exchanges), number of shares, and the buy price.
Note: Do not change the column headings.
Save your filled-in Excel sheet and upload it back to Trendlyne using the ‘Choose File’ option.
Once uploaded, the list of imported stocks will be displayed, as shown below.
You can also create multiple accounts and import data to view them separately.