Portfolio Analysis offers a set of tools to help you understand market trends and their impact on your portfolio investments.


It includes features like Portfolio Pivot, Concentration Analysis, Decision Analysis, Portfolio NAV, Rolling Returns, Valuation Trend, and Growth Trend. 

Portfolio Pivot:

Portfolio Pivot categorizes your portfolio based on several parameters like asset type, sector, industry, and market cap.

To categorize your portfolio stocks, select options from the Group 1 and Group 2 columns and generate reports accordingly.

For instance, to classify stocks by market cap and industry, choose those options in Groups 1 and 2, as shown below. 


Once you generate the report, the pivot table will display data based on your selections, showing information like the invested amount and unrealized gains.



Decision Analysis:

Decision Analysis gives you information on the buy, sell, and hold decisions you have made for the stocks in your portfolio.


For example, to generate a report on your buy decisions, choose ‘Buy Decision’ from the dropdown menu, as shown above. Now, pick your account and a specific year. 



This report outlines your annual returns, giving you a consolidated view of the performance of your selections. Colors indicate performance: red for negative returns and green for positive returns.



Click on a number to see the list of stocks and their respective return %.



This allows you to evaluate the effectiveness of your buy, hold, or sell decisions.


Portfolio NAV:

Portfolio NAV calculates the net asset value of your portfolio stocks, detailing returns over one month, three months, six months, and 12 months.


You can also compare your portfolio against a chosen benchmark, say Nifty 50, as shown in the image below.


It also shows the compound annual growth rate (CAGR %) of your portfolio.


Additionally, Portfolio NAV includes a graph that illustrates your portfolio’s performance against the Nifty 50 or any chosen benchmark over a specified period.


For instance, you can compare your portfolio and the Nifty 50 benchmark with ‘HCL Technologies’, as shown below.



You can also select other options like Nifty 50’s Price to Earnings ratio or EPS for a more detailed analysis.

Rolling Returns:

The Rolling Returns feature provides information on the historical performance of your portfolio, helping you understand annualized average returns over specific periods. This feature eliminates the bias of recent performance, giving you a more accurate picture. 

To use this feature, choose an account, an index for comparison, and the time frame for which you wish to analyze the data. 

In the image shown below, we have selected an account named ‘Trendlyne’, Nifty 50 as the index, and a 12-month duration. 



The generated report will give an overview of your portfolio's rolling performance. This can range across different durations such as 1M, 3M, 6M, 1Y, 2Y, 5Y, and max, as shown below.


Valuation Trend:

Valuation Trend analyzes the price-to-earnings ratio (PE) trend of your investments, indicating whether stocks are overvalued or undervalued from the date of purchase.

  • To generate this report, select your account first. 



  • The resulting list will have detailed information on the valuation of your holdings, including data on 3-year, 5-year PE, and 10-year PE ratios, as shown below. 




Growth Trend:

Growth trend analysis delivers insights into the earnings growth of your portfolio investments across different time periods.

  • Select your account and add the relevant date, as shown below, to check the growth trend of stocks in your portfolio. 


  • The report generated will show you the year-on-year (YoY) performance of your stocks.  


  • This feature also gives a comparative analysis of your portfolio’s performance against the Nifty 50.


  • Green indicates positive returns, and red represents negative returns.


Concentration Analysis:

Your portfolio can be categorized into various sectors and industries. Trendlyne’s Concentration analysis gives you a detailed view of your portfolio allocation across sectors and industries. 

  • This analysis helps you understand if your portfolio of stocks is concentrated in a particular sector or is well-diversified. 


  • To analyze the net profit TTM growth of all stocks in your portfolio, select your account, choose a date for analysis, and generate the report. (Note that net profit TTM growth is a default parameter offered by Trendlyne).



  • In the example shown below, we have selected Net Profit TTM growth %, and the result breaks up your investments based on the net profit performance.


  • You can choose from various charts to view your portfolio and alternate between sector, industry, and other parameters, as shown below.


  • Concentration analysis allows you to customize search parameters like 10yr price change %, ASM short-term stage, and many more.