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. 

Angel One:

To import a portfolio from AngelOne, log in to your Angel One account using TOTP. To access your TOTP, refer to the ‘How can I log in through my Angel brokerage account’ section.

FYERS:

To import a portfolio from FYERS, log in to your FYERS account using the OTP as shown below.

5paisa:

To import a portfolio from 5paisa, enter your login credentials, as shown below.

Zerodha:

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 the Zerodha Kite app.

Dhan:

To import a portfolio from Dhan, enter your login credentials as shown below.

You can also import your portfolio manually using the ‘Manual Import’ feature. 

For step-by-step instructions, refer to the ‘How do you import your portfolio to Trendlyne?’ section.