Portfolio FAQ
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
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
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
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
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
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
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 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
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
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