Portfolio FAQ
Portfolio NAV and other analysis reports require full historical data of price bought and price sold. However, data provided by brokers during portfolio onl...
Fri, 12 May, 2023 at 6:26 PM
You can now easily import your investment portfolio from various brokers via Trendllyne’s website. First, choose the Portfolio feature from Trendlyne’...
Mon, 8 Apr, 2024 at 5:47 PM
You can import multiple accounts from the same broker by following the steps below. There are two ways to do this. Option 1: Log in to your Trendl...
Wed, 16 Aug, 2023 at 10:56 AM
To add a stock or mutual fund to your portfolio, follow these steps: Start by accessing the Portfolio feature directly from Trendlyne’s home page, as ...
Fri, 29 Sep, 2023 at 4:20 PM
To monitor the realized gains in your portfolio, use the 'P&L Statement' feature on Trendlyne's website. This tool provides a comprehensive ...
Mon, 27 Nov, 2023 at 5:06 PM
You can delete a stock from your portfolio by following these steps: 1. Go to your portfolio at https://trendlyne.com/portfolio/ 2. Identify the st...
Fri, 9 Feb, 2024 at 4:18 PM
Stocks are classified into different categories based on their market capitalization (Mcap), which is a measure of the company's total market value. Her...
Tue, 20 Feb, 2024 at 5:40 PM
Trendlyne applies the First-In-First-Out (FIFO) method to calculate your average buy price when you execute multiple buy and sell transactions. This method ...
Tue, 20 Feb, 2024 at 5:43 PM
Trendlyne offers several convenient ways to import your portfolio data. Excel Import for Buy and Sell Transactions (FIFO logic implementation): T...
Tue, 20 Feb, 2024 at 5:47 PM
To sell a stock from your portfolio on Trendlyne, you have two methods available: 1. Manual method Navigate to the specific holding in your portf...
Wed, 28 Feb, 2024 at 5:45 PM