Portfolio holdings do not update automatically. To reflect the latest changes, you need to manually resync your broker-imported portfolio (e.g., Zerodha) from the Import Portfolio page. Here’s how to do it:
- Visit the Portfolio page.
- Choose your portfolio from the Brokers and click ”Continue” on the pop-up asking for broker login.
- Complete the login on the broker platform, and you will be redirected back to the Trendlyne portfolio page with the latest holdings.
This will refresh the portfolio and fetch the latest holdings from your broker.