Portfolio FAQ
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
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
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
The Manage Accounts section allows you to manage all the accounts you have created. You can view all available accounts under this tab. 1. You can ed...
Thu, 15 Jan, 2026 at 4:22 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
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
You can access the ‘P&L Statement’ feature by following these steps: Hover over on the ‘Portfolio’ tab from the navigation bar on top, Hover...
Thu, 15 Jan, 2026 at 4:13 PM
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