Portfolio FAQ

How can I add a stock to my portfolio?
To add a stock to your portfolio, follow these steps: Click on Portfolio on Trendlyne’s home page, as shown below.  Select the portfolio ...
Tue, 9 Apr, 2024 at 12:19 PM
How can I check the realized gains in my portfolio on Trendlyne?
To monitor the realized gains in your portfolio, use the 'P&L Statement' feature on Trendlyne's website. This tool outlines your portfoli...
Tue, 9 Apr, 2024 at 12:21 PM
How can I delete a stock from my portfolio?
To remove a stock from your portfolio, follow these steps: 1. Visit your portfolio at https://us.trendlyne.com/portfolio/  2. Identify the stock ...
Tue, 9 Apr, 2024 at 12:24 PM
How are stocks categorized by market cap into large, medium, and small-cap?
Stocks are classified into different categories based on their market capitalization (Mcap), which is a measure of the company's total market value. ...
Tue, 9 Apr, 2024 at 12:26 PM
How does selling shares affect the average buy price of my holdings?
Trendlyne uses the First-In-First-Out (FIFO) method to calculate the average buy price when you execute multiple buy and sell transactions. This method a...
Tue, 9 Apr, 2024 at 12:27 PM
What are the portfolio import options available on Trendlyne?
Trendlyne offers several convenient ways to import your portfolio data. Excel Import for Buy and Sell Transactions (FIFO logic implementation): ...
Tue, 9 Apr, 2024 at 12:31 PM
How can I sell a stock from my Portfolio?
To sell a stock from your portfolio on Trendlyne, you have two methods available: 1. Manual method  Navigate to the specific holding in your portf...
Tue, 9 Apr, 2024 at 12:35 PM
How can I delete my imported portfolio?
To delete your imported portfolio, follow these steps: Go to the 'Edit Accounts' section to see all available accounts.  Click on the bin i...
Tue, 9 Apr, 2024 at 12:36 PM
What is the Potential Gain and Loss Report?
The Potential Gain and Loss Report analyzes your portfolio’s performance, highlighting potential profits and losses. It helps you assess missed profit op...
Tue, 18 Mar, 2025 at 5:50 PM