Portfolio FAQ
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
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
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
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
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
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
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
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
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
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