You can use the Excel Import feature to add your Mutual Fund holding to your Trendlyne account. It involves two main steps:
Start by clicking on ‘Create New Account’.
- Now, download the provided Excel template.
- This template has three columns: stock symbol code, the number of shares, and the buy price. Note: Do not change the column headings.
You'll also choose the transaction type — current portfolio, buy, or sell.
Now, save your filled-in Excel sheet and upload it back to Trendlyne using the ‘Choose File’ option.
- Once uploaded, the list of imported stocks will be displayed, as shown below.
- You can also create multiple accounts and import data to view them separately.