The portfolio page takes you through two easy steps to import your portfolio to Trendlyne’s website.
Step 1 is to create a new account by clicking on ‘New Account’.
Once that is done, you will see an option to download an Excel sheet with a template to fill in the details of your stocks.
The excel spreadsheet has three columns. Do not change any of the headings. In the first column, you will need to either add the name of the stock (as mentioned on the website of BSE or NSE) or its ISIN code. For mutual funds, you can enter the MF scheme code.
Next, you need to add the number of shares bought and the buy price as shown in the screenshot below.
You also have the option to select the type of transaction namely, current portfolio, buy transaction or sell transaction.
Once you've added your portfolio details to the Excel spreadsheet, the file can then be saved and uploaded to the website in the second step.
Step 2 involves uploading the excel spreadsheet by using the upload option.
Once the upload is complete, you can see the list of imported stocks as shown below.
You can also create multiple accounts and import data to view them separately.