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