The 'Import Portfolio' feature via broker has certain limitations because brokerages only provide current holdings for import. They do not let users import their transaction data.
Therefore to see the latest updates in your Trendlyne portfolio, you must resync your broker portfolio from the Import Portfolio page.
For more information, refer to the following FAQ: https://help.trendlyne.com/support/solutions/articles/84000388360-what-are-the-limitations-of-the-sync-portfolio-from-broker-section-.
Why doesn't my broker-imported portfolio auto-refresh after new transactions? Print
Modified on: Tue, 30 Sep, 2025 at 5:23 PM
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