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.