Once your portfolio is open, use the ‘Import Portfolio’ feature, as shown below, to track and manage your portfolio with Trendlyne.
To import your portfolio, choose the broker from the options provided below and it will direct you to a page where you can enter your credentials.
To import a portfolio from AngelOne, you need to log in to your Angel One account using TOTP. To gain access to your TOTP, refer to the ‘How can I log in through my Angel brokerage account’ section.
To import a portfolio from FYERS, you need to log in to your FYERS account using the OTP as shown below.
To import a portfolio from 5paisa, enter your login credentials as shown below.
To import a portfolio from Zerodha, enter your login credentials as shown below. A ‘mobile app code’ will be generated, which you can access through your Zerodha’s kite app.
You can import your portfolio via the ‘Manual Import’ feature as well.
For more details, check out the ‘How do you import your portfolio to Trendlyne?’ section.