TABLE OF CONTENTS


6th December, 2024


Excel Connect:


Excel Connect is a product we are pretty excited about, because of how easy it makes stock analysis. This is a first in India product.


Excel Connect lets you access financial data for any listed stock, through an interactive Excel sheet or Google Sheet.

Fetch the Latest and Historical Financial Data into Excel


Getting the latest financial information into Excel is pretty easy. Simply open the sheet, grant the necessary permissions, follow the initial setup instructions. 


Once that is done you can select any stock, and the sheet loads up-to-date financial data.


Create Your Own Custom Formulas and Parameters


Now that you have this data, you can create your own parameters and formulas inside the Excel worksheet.


Sort, Filter, and Visualize Data


There are other ways you can power up your analysis with Excel Connect. You can easily add color coding, sorting, and visualizations such as charts and graphs. 


And as you fetch new stock data, your formulas and rules automatically refresh, so your analysis is always up-to-date.


Excel Connect is available in the Data Downloader section. Please note that only StratQ subscribers can generate tokens to access the latest data within the file.


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New Portfolio Improvements:


Fix portfolio problems early: Deep Dive launched in the Portfolio Report


The Deep Dive section of the Portfolio Report is very useful for finding hidden problems and red flags in your equity portfolio. It gives you a detailed analysis of each portfolio stock, helping you make more informed decisions with insights into important metrics, such as Stock Score, Valuation Ratios, and Risk Analysis. 

1.Stock Score: The Stock Score checks the performance of your portfolio stocks, calculated as a weighted average of individual Trendlyne stock scores.


Each stock’s individual score and its contribution to the portfolio score are displayed, making it clear which stocks contribute most to your portfolio's strength.


2.Valuation PE Ratios: This compares your portfolio's valuation with market benchmarks. It offers a breakdown of each stock's contribution percentage, Price-to-Earnings (PE) Ratio, and Price-to-Book (PB) Ratio.



 3.Valuation PEG Ratios: This metric compares your portfolio's PEG ratio to the Nifty 50 index, assessing valuation based on growth expectations.


Each stock's contribution percentage, PEG ratio, and Dividend Yield are here, with insights into growth potential relative to valuation, and income generated through dividends.



4.Risk Analysis: This measures your portfolio's volatility compared to the market. Detailed metrics, including each stock’s Beta, Standard Deviation, Sharpe Ratio, and Value at Risk (VaR), x-rays your portfolio volatility.



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Investment and Financials Data Export in Portfolio:


We noticed that our users like our portfolio report tab. To make portfolio analysis even easier, we have introduced the Data Export feature.


With this feature, Trendlyne users can download an Excel sheet with detailed information about their equity portfolio including:

  1. Investment Details:  This has financial metrics such as the sector and industry of your investments, the invested amounts, average buy price, stock quantity, current investment value, day change %, day P&L, and unrealized P&L.
  2. Fundamental Analysis: Includes metrics like Trendlyne DVM scores, Market cap, operating revenue growth %, PE ratio, Piotroski score, net profit growth %, Forecaster estimates, dividend yield %, etc.


Go to the portfolio report section to get this report.


Then Click on ‘Portfolio Data Export’ and the file will automatically be saved to your downloads folder.




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Mutual Fund Sync for customers using Zerodha:


Trendlyne has expanded its services for Zerodha customers, enabling them to import mutual fund holdings along with stock data. This feature lets you compare mutual funds and stocks on a single platform.


To get started, visit the ‘Import Portfolio’ page and select 'Zerodha'.



Choose ‘Mutual Funds’ in the pop-up:



Then, log in to your Zerodha account to link it with Trendlyne. 


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Portfolio Ledger:


With Trendlyne’s new portfolio ledger, users can see all transactions across their demat accounts in one place. You can sort by transaction date, type, quantity, and price. This makes portfolio management easier, and gives you an organized view of your investment history.


To access this feature, click on ‘Ledger’ from the ‘Portfolio’ view:


 

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15th July, 2024


TradingView charts for Trendlyne customers

Trendlyne has recently enhanced its offerings by integrating TradingView charts, one of the most widely-used, advanced charting tools in the financial market. This integration significantly upgrades Trendlyne's capabilities, providing users with sophisticated graphical analysis options and customizable features. TradingView charts are known for their extensive range of indicators and charting tools, which cater to both novice and professional traders.


With this integration, Trendlyne users can access detailed price graphs, perform trend analysis, create personalized trading strategies, and apply technical analysis tools across various chart types. 


 To access the TradingView chart, follow these steps:

  • Select any stock and navigate to the chart section.

  • Click on 'Switch to TradingView' to access the 'TradingView' charts.

                                     Default Chart                                                               

TradingView Chart  


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6th June, 2024


Enhanced Data Downloader


We have upgraded the 'Data Downloader' feature with a new look and feel. The Data Downloader now allows you to download data for reports from the Stock Data Downloader, F&O Data Downloader, and Portfolio Downloader from a single place.


After selecting the groups and your preferred metrics, click on 'Download Data' to download the file in Excel format. 


In the Stock Data Downloader, you can select up to two stock groups or 1,000 stocks, and up to three metric lists or 90 characteristics at once. Click on 'Download Data' to get the file in Excel format.



With F&O Data Downloader, you can download comprehensive F&O data points including OI, PCR, Rollover data and more for Indices and Stocks



In the Portfolio Downloader, you can download comprehensive holding details including Quantity, Buy Price, PnL, Trendlyne scores, Relative performance, financial data and more.


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15th May, 2024


Woodie's, Camarilla, and Fibonacci Pivots



We have added Woodie's, Camarilla, and Fibonacci pivots to the Stock Technical section. These additional pivot points will help better understand potential price resistances and supports.

Woodie's Pivot Points: Calculated using the previous trading day's high, low, and close prices. The pivot point is the average of these values, with additional support and resistance levels derived from it.

Camarilla Pivot Points: Based on the previous trading range, these pivot points highlight important price levels within the range, helping to identify potential reversal or breakout points.

Fibonacci Pivot Points: Derived from Fibonacci retracement levels, these pivot points use Fibonacci ratios to identify potential support and resistance levels.

With these new additions, you can incorporate more pivot point strategies into your trading decisions.


Happy analyzing! 

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24th April, 2024


AI Summary for Earnings Calls 




Introducing our newest feature: AI Summary for Earnings Calls. AI summaries provide an intelligent, concise report from earnings calls transcripts, helping customers quickly understand key points and make informed decisions without having to listen to the entire call.

Powered by our AI algorithms, the AI summary extracts crucial information and highlights from earnings calls, offering you the key takeaways, forward-looking statements and red flags/risk analysis. Keep in mind that the summary may not cover all points mentioned by the management/analysts in the earnings call, since these are necessarily concise. AI summaries are available only for calls with the pdf transcript. 


 To access AI Summaries for earnings calls, follow these steps:

  1. Navigate to Trendlyne's Results page.

  2. Click on Conference/Earnings Calls.

  3. Locate the earnings call transcript of the stock you're interested in the ‘AI Summary’ section.