The Portfolio feature on the Trendlyne App brings all your holdings across your portfolios together, offering a comprehensive view of your investment performance. It provides various analytical tools for a detailed assessment.
To access the Portfolio feature, open the Trendlyne app and go to the 'Portfolio' section, as shown below.
Under the ‘Summary’ section, you can review the consolidated performance of your entire portfolio.
The ‘Stock Analysis’ feature provides a list of your holdings, top gainers and losers, and other relevant insights, as shown below.
Similarly, you can use the ‘MF analysis’ section for your mutual fund holdings in your portfolio.