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...
Mon, 1 Sep, 2025 at 6:34 PM
How can I import my portfolio to Trendlyne?
You can use the Excel Import Portfolio feature and follow these steps: Start by clicking on ‘+ New Account’. Choose the transaction type — Current po...
Mon, 1 Sep, 2025 at 6:45 PM
How can I import portfolios via brokerage?
Once your portfolio is open, use the ‘Import Portfolio’ feature, as shown below, to track and manage your portfolio with Trendlyne.   To import your ...
Tue, 30 Sep, 2025 at 1:45 PM
How can I import more than one portfolio account/multiple accounts from the same broker?
You can import multiple accounts from the same broker in two ways. To import multiple accounts, follow these steps:  Option 1: Log in to your Trendl...
Tue, 30 Sep, 2025 at 5:14 PM
How can I access the ‘P&L Statement’ feature?
You can access the ‘P&L Statement’ feature by following these steps: Hover over on the ‘Portfolio’ tab from the navigation bar on top, as shown belo...
Tue, 30 Sep, 2025 at 5:14 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, 30 Sep, 2025 at 5:15 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 like Po...
Tue, 30 Sep, 2025 at 6:04 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 Po...
Tue, 30 Sep, 2025 at 6:05 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 filt...
Tue, 2 Sep, 2025 at 1:34 PM
What is ‘Portfolio News’?
Portfolio News provides access to all relevant news articles and write-ups on the stocks in your holdings.
Tue, 30 Sep, 2025 at 6:11 PM