To add a stock or mutual fund to your portfolio, follow these steps:
Start by accessing the Portfolio feature directly from Trendlyne’s home page, as shown below.
In the drop-down selection, choose which portfolio you want to add the stock or mutual fund to. Then click ‘Submit’. The new addition will go into this portfolio account.
Next, click on ‘+Add Stock/MF’ to start the addition process, as shown above.
Now, use the search to find the specific stock or mutual fund you want to add. Also input the quantity, the purchase price, and the transaction date.
Once you have filled in these details, click ‘Submit’. The stock or mutual fund will now be added to your portfolio.