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.