Portfolio holdings do not update automatically. To reflect the latest changes, you need to manually resync your broker-imported portfolio (e.g., Zerodha) from the Import Portfolio page.
Here’s how to do it:
Visit the Portfolio page.
Choose your portfolio from the Brokers and click ”Continue” on the pop-up asking for broker login.
Complete the login on the broker platform, and you will be redirected back to the Trendlyne portfolio page with the latest holdings.
