Portfolio FAQ

Why doesn't my broker-imported portfolio auto-refresh after new transactions?
The 'Import Portfolio' feature via broker has certain limitations because brokerages only provide current holdings for import. They do not let us...
Wed, 14 Aug, 2024 at 3:47 PM
How is Day P&L and Unrealized P&L calculated in the portfolio?
We use the following methodology to calculate Day P&L and Unrealized P&L in your Portfolio: Day P&L Calculation: If the stock was bought to...
Thu, 27 Feb, 2025 at 6:26 PM
What is the Potential Gain and Loss Report?
The Potential Gain and Loss Report analyzes your portfolio’s performance, highlighting potential profits and losses. It helps you assess missed profit op...
Thu, 27 Feb, 2025 at 6:30 PM
How can I download my portfolio in an Excel file?
You can download your portfolio as an Excel file by using the Portfolio Data Export option in the Portfolio section, as shown in the image below.  ...
Wed, 12 Mar, 2025 at 3:29 PM
How to Move Stocks from One Portfolio to Another?
You can transfer stocks between portfolios by following these steps: Go to your Portfolio and find the stock you wish to move. Click "Edit Ho...
Wed, 23 Apr, 2025 at 3:26 PM
Can I create multiple portfolios on Trendlyne?
Yes, you can create and manage multiple portfolios on Trendlyne. 1. Broker Import: Trendlyne allows you to sync multiple broker accounts from the follo...
Wed, 23 Apr, 2025 at 3:42 PM