The 'Import Portfolio' section comes with certain limitations due to data brokerages make available for import. For instance:  Your account won’...

To synchronize your portfolio, follow these steps: Note - You must ‘import your portfolio’ before synchronizing it. Visit the portfolio page and choo...

Editing your portfolio holdings on Trendlyne isn't possible for portfolios imported from brokerages. Your portfolio holdings will synchronize/update acc...

To delete your imported portfolio, follow these steps: Go to the 'Edit Accounts' section to see all available accounts.  Click on the bin icon...

The 'Portfolio NAV' feature is not functional for broker-imported portfolios because it requires detailed information about your holdings to calcula...

The ‘buy/sell’ analysis is not functional for broker imported portfolios because it requires historical information about the holdings to calculate the perc...

Your portfolio holdings won't update automatically. To ensure the latest information, you need to manually refresh it. Just choose your portfolio and cl...

The buy date in your portfolio corresponds to the date of import, not the actual purchase date. When you import your portfolio, the information about your h...