You can import your portfolio into Trendlyne in a few easy steps. Choose between two convenient methods: ‘Via Broker’ and ‘Excel Import’.
Broker import (import portfolio via brokers):
Go to the Portfolio section, and click on Import Portfolio.
Select the Via Broker option.
Choose your broker from the options provided. This will redirect you to a page where you can enter your credentials to import your portfolio, as shown below.
To import portfolio via Excel:
Select the account you want to import into your portfolio and specify the type of transaction: current portfolio, buy transaction, or sell transaction.
Download the provided Excel sheet template. The template includes three columns with predefined headings. It's essential not to modify these headings.
In the first column as specified, either enter the stock name (as listed on the BSE or NSE websites) or its ISIN code. For mutual funds, use the MF scheme code.
Enter the number of shares bought and the buy price, as shown in the screenshot below.
After adding your portfolio details into the Excel sheet, save the file.
Upload the saved Excel sheet to the app. Once the Excel import is complete, you'll see the list of imported stocks in your portfolio.