Portfolio FAQ

What is the ‘Portfolio’ feature?
Trendlyne’s Portfolio feature allows you consolidate all your holdings in one place. Once you manually add or import your portfolio, it unlocks many anal...
Tue, 25 Feb, 2025 at 11:40 AM
How to Import your Portfolio to Trendlyne?
You can use the  Import Portfolio feature and follow these steps: Start by clicking on ‘Create New Account’. Choose the transaction type — curren...
Tue, 25 Feb, 2025 at 1:11 PM
How can I access the ‘P&L Statement’ feature?
You can access the ‘P&L Statement’ feature by following these steps: Click on ‘Portfolio’ from the navigation bar on top, as shown below. ...
Tue, 25 Feb, 2025 at 3:39 PM
What does the ‘P&L Statement’ feature do?
The P&L Statement feature provides a detailed overview of your portfolio statement. It tracks your investments, current portfolio holdings, profits gai...
Tue, 25 Feb, 2025 at 3:39 PM
What is the ‘Portfolio Analysis’ feature?
Portfolio Analysis offers a set of tools to help you understand market trends and their impact on your portfolio investments. It includes features li...
Tue, 25 Feb, 2025 at 1:26 PM
Portfolio Analysis features: Pivot, Concentration Analysis, Decision Analysis, NAV and more
Portfolio Analysis offers a set of tools to help you understand market trends and their impact on your portfolio investments. It includes features like...
Tue, 25 Feb, 2025 at 3:51 PM
How can I use the ‘Portfolio Calendar’ feature?
The Portfolio Calendar feature helps you stay on top of corporate actions and announcements related to the stocks in your portfolio. You can also filter ...
Tue, 25 Feb, 2025 at 1:40 PM
What is ‘Portfolio News’?
Portfolio News provides access to all relevant news articles and write-ups on the stocks in your holdings.
Tue, 25 Feb, 2025 at 1:42 PM
What does ‘Edit Accounts’ do?
The Edit Accounts section allows you to manage all the accounts you have created. You can view all available accounts under this tab. You can tr...
Tue, 25 Feb, 2025 at 1:47 PM
Are Stock Splits automatically adjusted in my Portfolio?
Bonuses and splits are auto-adjusted on Trendlyne if you have the ‘Auto Adjust future Bonus Splits’ option enabled (marked by a blue tick) when adding your ...
Tue, 25 Feb, 2025 at 1:53 PM