Portfolio FAQ
							  The Manage/Edit Accounts section allows you to manage all the accounts you have created. You can view all available accounts under this tab.      You can e...
						  
						
						Tue, 30 Sep, 2025 at  6:13 PM
					
							  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, 2 Sep, 2025 at  6:28 PM
					
							  To generate Portfolio NAV and other analysis reports, you need full historical data, including prices bought and sold. However, brokers typically provide o...
						  
						
						Tue, 30 Sep, 2025 at  6:11 PM
					
							    To add a stock to your portfolio, follow these steps:     Click on Portfolio on Trendlyne’s home page, click ‘+ Add Stock’, select the Stock/ETF/MF, choo...
						  
						
						Tue, 2 Sep, 2025 at  6:22 PM
					
							    To monitor the realized gains in your portfolio, use the 'P&L Statement' feature on Trendlyne's website. This tool outlines your portfoli...
						  
						
						Tue, 30 Sep, 2025 at  6:09 PM
					
							    To remove a stock from your portfolio, follow these steps:     Visit your portfolio at https://trendlyne.com/us/portfolio/holdings/   Identify the stock ...
						  
						
						Tue, 25 Feb, 2025 at  3:12 PM
					
							  Trendlyne calculates Market Cap based on AMFI classification.     Stocks are categorized according to their market capitalization (Mcap), which represents ...
						  
						
						Tue, 2 Sep, 2025 at  6:26 PM
					
							    Trendlyne uses the First-In-First-Out (FIFO) method to calculate the average buy price when you execute multiple buys and sell transactions. This method ...
						  
						
						Tue, 30 Sep, 2025 at  6:01 PM
					
							  Trendlyne offers several convenient ways to import your portfolio data.    Excel Import for Buy and Sell Transactions (FIFO logic implementation):     This...
						  
						
						Tue, 30 Sep, 2025 at  6:01 PM
					
							    To sell a stock from your portfolio on Trendlyne, you have two methods available:    Manual method:    Navigate to the specific holding in your portfolio...
						  
						
						Tue, 30 Sep, 2025 at  5:49 PM
					