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
					