Portfolio FAQ

Portfolio Analysis features: Pivot, Decision Analysis, NAV and more
Portfolio Analysis offers a set of tools to help you understand market trends and their impact on your portfolio investments. It includes features li...
Mon, 15 Apr, 2024 at 1:58 PM
What is the ‘Portfolio’ feature?
Trendlyne’s Portfolio feature allows you to consolidate all your holdings in one place. Once you import your portfolio, it unlocks many analysis tools to...
Tue, 9 Apr, 2024 at 11:46 AM
What does ‘Edit Accounts’ do?
The Edit Accounts section allows you to manage all the accounts you have created. You can view all available accounts under this tab. Using the...
Tue, 9 Apr, 2024 at 12:12 PM
What is the ‘Portfolio Analysis’ feature?
Portfolio Analysis offers a set of tools to help you understand market trends and their impact on your portfolio investments. It includes features li...
Tue, 9 Apr, 2024 at 12:07 PM
What does the ‘P&L Transactions’ feature do?
The P&L Transactions feature provides information on your portfolio transactions. It tracks your investments, current portfolio holdings, profits gai...
Mon, 15 Apr, 2024 at 3:04 PM
How do I import my portfolio to Trendlyne?
You can use the Import Portfolio feature. It involves two main steps: Start by clicking on ‘Create New Account’. Now, download the pr...
Tue, 9 Apr, 2024 at 11:50 AM
How can I use the ‘Portfolio Calendar’ feature?
The Portfolio Calendar feature helps you keep track of corporate actions or announcements regarding the stocks in your portfolio. You can also filter the...
Mon, 15 Apr, 2024 at 10:57 AM
How can I access the ‘P&L Transactions’ feature?
To access the ‘P&L Transactions’ feature, hover over the ‘Portfolio’ tab on the home page and click on ‘P&L Transactions’, as shown below. ...
Tue, 9 Apr, 2024 at 11:52 AM
What is the Portfolio Calendar?
The Portfolio Calendar feature helps you keep track of corporate actions or announcements regarding the stocks in your portfolio. You can also filter the...
Tue, 9 Apr, 2024 at 12:09 PM
Are stock splits automatically adjusted in my portfolio?
Stock splits are auto-adjusted on Trendlyne if you have the ‘Auto Adjust future Splits’ option enabled (marked by a blue tick) when adding your portfolio...
Tue, 9 Apr, 2024 at 12:14 PM