Mobile App - Portfolio / Watchlist - FAQ

What is the ‘Portfolio’ feature, and how can I access it on the Trendlyne App?
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
How can I import my portfolio to Trendlyne?
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
How can I access the ‘Realized P&L’ feature and what does it do?
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
What does the ‘Holdings’ feature in the portfolio section do?
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
What does the ‘Manage’ feature in the portfolio section do?
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
What is the ‘Watchlist’ feature and how can I access it on the Trendlyne App?
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
How can I create and add stocks to my Watchlist?
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
How can I remove stocks from a watchlist?
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
How can I check the realized gains in my portfolio on the Trendlyne App?
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
How can I delete transactions from my portfolio in the mobile app?
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