You can use the Import Portfolio feature. It involves two main steps:


  • Start by clicking on ‘Create New Account’.



  • Now, download the provided Excel template.



  • This template has three columns: stock name (as listed on Exchange, the number of shares, and the buy price. Note: Do not change the column headings. 


  • You'll also choose the transaction type — current portfolio, buy, or sell.

  • Now, save your filled-in Excel sheet and upload it back to Trendlyne using the ‘Choose File’ option.



  • Once uploaded, the list of imported stocks will be displayed, as shown below.



  • You can also create multiple accounts and import data to view them separately.