To use this feature, select your stock universe and desired parameters from the dropdown menu, as shown below. Once set, click 'Download Data' to receive your report as an Excel file.
Now, let us look at a few examples.
For a report based on a watchlist and index, you can choose ‘All watchlist stocks’ and ‘Nifty 500’ as stock groups, with ‘Price and Volume’ as the metric, as shown below.
Similarly, for a report based on a watchlist and portfolio, you can select ‘All portfolio stocks’ and ‘All watchlist stocks’ as stock groups with ‘Trendlyne Scores’ as the metric.
The steps to download data using this feature are the same across Screeners, Portfolios, or Watchlists. Navigate to 'Data Downloader' from the 'Export' menu, choose your stock groups and parameters, and click 'Download Data' to save your file, as illustrated below.