To sell a stock from your portfolio on Trendlyne, you have two methods available:
1. Manual method
Navigate to the specific holding in your portfolio.
Click on the blue arrow at the end of its row to expand the options, as shown below.
Use the 'Sell FIFO' feature to specify the quantity, date, and sell price of the stock you wish to sell.
Confirm by clicking on 'Submit'. This will execute the sale from your portfolio, as shown below.
For detailed guidance on how the average buy price is recalculated post-sale, you can consult the FAQ section on Trendlyne.
Alternatively, you can sell your holding by clicking on the blue arrow highlighted in the image above. It allows you to sell the holding without using the FIFO (First In, First Out) method.
Simply enter the quantity, date, and sell price of the stock you wish to sell.
2. Excel import
Create an Excel file detailing your sell transactions. This should include stock names, transaction dates, and average sell prices.
Click here to import this file to Trendlyne.
Upon uploading, the system records these transactions and recalculates the new average buy price using FIFO logic.
Below are some sample entries in a sell transaction Excel file.