Portfolio Report FAQ

What is the Portfolio Report and how can I access it on Trendlyne?
You can access the ‘Portfolio Report’ feature by following these steps: Click on ‘Portfolio’ from the navigation bar on top, as shown below. Now ...
Fri, 20 Oct, 2023 at 5:59 PM
What does the 'Summary’ section in the portfolio report include?
The ‘Summary’ section of the portfolio report offers a bird’s eye view on the performance of both your equity and mutual fund portfolios within the selected...
Fri, 20 Oct, 2023 at 5:59 PM
What does the ‘Equity’ section in the portfolio report include?
TABLE OF CONTENTS Summary Performance Diversification Benchmarking Risk Analysis The ‘Equity’ section of the portfolio report provides a detailed...
Fri, 20 Oct, 2023 at 6:05 PM
What does the ‘Mutual Fund’ section in the portfolio report include?
TABLE OF CONTENTS Summary  Performance Diversification Key Risk and Return Ratios The 'Mutual Fund' section in the portfolio report gives ...
Fri, 20 Oct, 2023 at 6:09 PM