The 'Import Portfolio' section has certain limitations due to the nature of data provided by brokerages for portfolio imports. Here are the k...

To update your portfolio with the latest trades, follow these steps: Visit the Portfolio page. Choose your portfolio from the Brokers list and click ”...

Portfolio Holdings imported from a broker, like Zerodha, cannot be manually edited or deleted. This restriction exists because these portfolios are autom...

To delete your imported portfolio, follow these steps: Navigate to the 'Edit Accounts' section to see a list of all your linked accounts. Find...

The Portfolio NAV feature relies on historical information to calculate the Net Asset Value (NAV) accurately. When you import a portfolio from a brok...

The Buy/Sell Analysis feature requires historical transaction data to calculate percentage returns over past periods and evaluate the performance of hold...

Portfolio holdings do not update automatically. To reflect the latest changes, you need to manually resync your broker-imported portfolio (e.g., Zerodha)...

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...