You can use the  Import Portfolio feature and follow these steps:


  • Start by clicking on ‘Create 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.