Import Portfolio FAQ

What are the limitations of the 'Sync Portfolio From Broker' section?
The 'Import Portfolio' section comes with certain limitations due to data brokerages made available for import. For instance:  Your account won’...
Mon, 7 Oct, 2024 at 6:07 PM
How can I synchronize/update my portfolio with my latest trades?
To synchronize your portfolio, follow these steps: Note - You must ‘import your portfolio’ before synchronizing it. Visit the portfolio page and choo...
Thu, 14 Sep, 2023 at 2:49 PM
Why can’t I edit my portfolio holdings?
Editing your portfolio holdings on Trendlyne isn't possible for portfolios imported from brokerages. Your portfolio holdings will synchronize/update acc...
Thu, 14 Sep, 2023 at 2:51 PM
How can I delete my imported portfolio?
To delete your imported portfolio, follow these steps: Go to the 'Edit Accounts' section to see all available accounts.  Click on the bin icon...
Thu, 14 Sep, 2023 at 2:52 PM
Why is the ‘Portfolio NAV’ not functional for broker-imported portfolios?
The 'Portfolio NAV' feature is not functional for broker-imported portfolios because it requires detailed information about your holdings to calcula...
Thu, 14 Sep, 2023 at 2:55 PM
Why is the ‘buy/sell analysis’ not functional for broker-imported portfolios?
The ‘buy/sell’ analysis is not functional for broker imported portfolios because it requires historical information about the holdings to calculate the perc...
Thu, 14 Sep, 2023 at 3:13 PM
Why aren’t my portfolio holdings updating automatically?
Your portfolio holdings won't update automatically. To ensure the latest information, you need to manually refresh it. Just choose your portfolio and cl...
Thu, 14 Sep, 2023 at 3:14 PM
Why does the buy date in my portfolio match with the import date?
Trendlyne has the following import options:  A. Broker Import: The buy date in your portfolio corresponds to the date of import, not the actual pur...
Tue, 17 Dec, 2024 at 5:35 PM