Mobile App - Portfolio 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: ‘Excel Import’ and ‘Via Broker’ . Broker ...
Wed, 15 Oct, 2025 at 10:39 AM
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
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
To remove a stock from your portfolio in the mobile app, follow these steps: Navigate to the 'Portfolio' section and choose 'Holdings', ...
Fri, 9 Feb, 2024 at 4:35 PM
To delete a portfolio in the mobile app, use the 'Manage' feature found in the 'Portfolio' section. Here, all your portfolios are displayed....
Fri, 9 Feb, 2024 at 4:37 PM