Import Portfolio FAQ
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
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
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
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
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
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
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
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