Portfolio FAQ

Why aren’t Portfolio NAV and other analysis reports like buy, sell and hold decisions available for broker-imported portfolios?
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
How can you import portfolios via brokerage?
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
How can I import more than one portfolio account/multiple accounts from the same broker?
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
How can I add a stock or mutual fund to my portfolio?
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
How can I check the realized gains in my portfolio on Trendlyne’s website?
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
How can I delete a stock from my portfolio?
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
How are stocks categorized into large, medium, and small cap categories?
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
How does selling shares affect the average buy price of my holdings?
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
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): T...
Tue, 20 Feb, 2024 at 5:47 PM
How can I sell a stock from my Portfolio?
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