Mobile App - Portfolio / Watchlist - FAQ
The Portfolio feature on the Trendlyne App brings all your holdings across your portfolios together, offering a comprehensive view of your investment perfor...
Thu, 12 Oct, 2023 at 5:32 PM
You can import your portfolio into Trendlyne in a few easy steps. Choose between two convenient methods: ‘Via Broker’ and ‘Excel Import’. ...
Thu, 12 Oct, 2023 at 5:19 PM
The 'Realized P&L' section provides insights into your portfolio transactions, with details about your investments, current holdings, profits ea...
Thu, 12 Oct, 2023 at 5:21 PM
The 'Holdings' feature provides a comprehensive overview of your total portfolio holdings. It includes details on the current value of your holdings...
Thu, 12 Oct, 2023 at 5:23 PM
The 'Manage' section offers various options to manage your portfolios effectively. You can rename your portfolio by selecting the 'Edit' opt...
Thu, 12 Oct, 2023 at 5:25 PM
The Watchlist feature in the Trendlyne App allows you to monitor a set of stocks based on specific criteria. This allows you to track stocks you are conside...
Thu, 12 Oct, 2023 at 5:26 PM
To set up a watchlist and include stocks to it on the Trendlyne app, follow these steps: To create a new watchlist, tap the ‘+’ icon. Give your wa...
Thu, 12 Oct, 2023 at 5:29 PM
You can remove a stock from your watchlist on the Trendlyne app by following these steps: First, go to the Watchlist from which you want to remove the st...
Thu, 12 Oct, 2023 at 5:30 PM
To view the realized gains in your portfolio via the Trendlyne App, navigate to the 'Realised P&L' section under ‘Portfolio’. This provides a de...
Mon, 27 Nov, 2023 at 5:19 PM
To remove a transaction from your portfolio holdings in the app, use the 'Realized P&L' feature. Navigate to the 'Portfolio' section...
Fri, 9 Feb, 2024 at 4:33 PM