Portfolio FAQ

What does ‘Manage Accounts’ do?
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
Are Stock Splits automatically adjusted in my Portfolio?
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
Why aren’t Portfolio NAV and other analysis reports like buy, sell, and hold decisions available for broker-imported portfolios?
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
How can I add a stock to my portfolio?
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
How can I check the realized gains in my portfolio on Trendlyne?
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
How can I Delete a Stock from my Portfolio?
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
How are stocks classified into large-cap, mid-cap, and small-cap categories?
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
How does Selling Shares affect the Average Buy Price of my Holdings?
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
What are the Portfolio Import options available on Trendlyne?
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
How can I Sell a Stock from my Portfolio?
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