Portfolio FAQ

What is the ‘Portfolio’ feature?
Trendlyne’s Portfolio feature allows you to integrate all your holdings in one place. Once you import your portfolio, it unlocks many analysis features to g...
Fri, 18 Nov, 2022 at 11:07 AM
How do you import your portfolio to Trendlyne?
The portfolio page takes you through two easy steps to import your portfolio to Trendlyne’s website.  Step 1 is to create a new account by clicking on...
Fri, 18 Nov, 2022 at 11:07 AM
How can I access the ‘Transactions’ feature?
You can access the ‘Transactions’ feature by following these steps: Click on ‘Portfolio’ from the navigation bar on top, as shown below. Now,...
Thu, 7 Sep, 2023 at 5:38 PM
What does the ‘Transactions’ feature do?
The Transactions feature provides information on your portfolio transactions. It tracks your investments, current portfolio holdings, profits gained since t...
Fri, 18 Nov, 2022 at 11:07 AM
What is the ‘Portfolio Analysis’ feature?
The Portfolio analysis feature gives you several insights into parameters like consolidated benchmark performance, statistics, top gainers & losers, and...
Fri, 18 Nov, 2022 at 11:07 AM
Portfolio Analysis features: Pivot, Concentration Analysis, Decision Analysis, NAV and more
Portfolio Analysis provides you with an array of additional features for you to understand market trends and how they affect your portfolio investments.  ...
Wed, 13 Mar, 2024 at 11:33 AM
How can you use the ‘Portfolio Calendar’ feature?
You can use Portfolio calendar to keep track of all the corporate actions or announcements regarding the stocks in your portfolio. You can also filter the s...
Tue, 3 Jan, 2023 at 1:58 PM
What is ‘Portfolio news’?
Portfolio news is a platform for you to access and read all relevant news articles and write-ups on the stocks in your holdings.
Fri, 18 Nov, 2022 at 11:08 AM
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 mov...
Fri, 18 Nov, 2022 at 11:08 AM
Are bonuses, splits, mergers and demergers automatically adjusted in my portfolio?
Bonuses and splits are auto-adjusted on Trendlyne but mergers and demergers are not. However, bonuses and splits are adjusted only if you select the ‘Auto A...
Thu, 24 Aug, 2023 at 4:27 PM