Mobile App - Import Portfolio FAQ

What are the limitations of the 'Sync Portfolio From Broker' section?
The 'Import Portfolio' section has certain limitations due to the nature of the data provided by brokerages for portfolio imports. Here are the ...
Thu, 27 Mar, 2025 at 2:28 PM
How can I synchronize/update my latest portfolio with my broker?
To update your portfolio with the latest trades, follow these steps: Import the portfolio again to resync it automatically.  You can resync your ...
Thu, 27 Mar, 2025 at 2:31 PM
Why can’t I edit my broker-imported portfolio holdings?
Portfolio Holdings imported from a broker like Zerodha cannot be manually edited or deleted. This restriction exists because these portfolios are automat...
Thu, 27 Mar, 2025 at 2:32 PM
How can I delete my imported portfolio?
To delete your imported portfolio, follow these steps: Navigate to the “Manage” section to see a list of all your linked accounts. Find the portfol...
Thu, 27 Mar, 2025 at 2:33 PM
Why is the ‘Portfolio NAV’ not functional for broker-imported portfolios?
The Portfolio NAV feature relies on historical information to calculate the Net Asset Value (NAV) accurately. When you import a portfolio from a brok...
Thu, 27 Mar, 2025 at 2:34 PM
Why is the ‘Buy/Sell Analysis’ not functional for broker-imported portfolios?
The Buy/Sell Analysis feature requires historical transaction data to calculate percentage returns over past periods and evaluate the performance of hold...
Thu, 27 Mar, 2025 at 2:35 PM
Why aren’t my portfolio holdings updating automatically?
Portfolio holdings do not update automatically. To reflect the latest changes, you need to manually resync your broker-imported portfolio (e.g., Zerodha)...
Thu, 27 Mar, 2025 at 2:37 PM
Why does the buy date in my portfolio match the import date?
Trendlyne has the following import options:  A. Broker Import: The buy date in your portfolio corresponds to the date of import, not the actual p...
Thu, 27 Mar, 2025 at 2:43 PM