Getting Started - Video tutorials 13

• How to sign up, create watchlists, upload portfolio and set alerts?
• How to access screeners, backtest screeners and set screener alerts?
• How to customize 'My Metrics', access the Forecaster dashboard and reports section?
• How to access the Superstars section, Data Downloader, Results & IPO Dashboard?
• How to Create a Trendlyne Screener and set Screener Alerts

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Getting Started 10

• What's new at Trendlyne?
• Support/help portal login issues
• How can I manage my subscription?
• Which Trendlyne plan should I subscribe to?
• How reliable are Trendlyne’s data feeds?

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Alerts FAQ 17

• What are Trendlyne Alerts?
• What are the different types of Alerts?
• How can I create Alerts?
• What is the Price Target Alert?
• What are Stock Alerts?

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Forecaster dashboard 8

• How can you access the Forecaster dashboard?
• What is the Forecaster dashboard?
• What are the other types of Forecaster estimates you can view?
• What are the other Forecaster parameters available in the dashboard?
• What are Forecaster or Analyst estimates?

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Data Downloader FAQ 3

• What is the ‘Data Downloader’?
• How can you access the ‘Data Downloader’ feature?
• Using the ‘Data Downloader’ feature

Excel Connect 5

• What is Excel Connect and how can I access it?
• How do I access Stock financial data using Google Sheets?
• Why do I need to give access to the script in Google Sheets?
• How do I access Stock financial data using MS Excel?
• How can I make a new custom parameter?

Mutual Fund FAQ 11

• What is a Mutual Fund?
• How do you analyze a mutual fund’s performance?
• How does the ‘Check Before You Buy’ feature work in comparing mutual funds?
• What is the ‘Quick Filter’ feature?
• Trendlyne’s features that help you choose the right mutual fund scheme

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Reports FAQ 10

• Where can I find broker Reports on Trendlyne?
• Broker Upgrades and Downgrades:
• What are Broker Upgrades?
• What are Broker Downgrades?
• How to check Reports on highest upside stocks?

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Screener FAQ 32

• What is a Screener?
• How many types of screeners are available on Trendlyne?
• What are Expert Stock Screeners?
• What are Fundamental screeners?
• What is a Technical Screener?

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Trendlyne subscription 13

• What do I get with a Trendlyne subscription?
• What types of Trendlyne subscriptions are available?
• How do I subscribe to Trendlyne?
• What more can I get on Trendlyne?
• Will we get offers/discounts?

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Superstar FAQ 5

• Where can I find Superstar investor's portfolios?
• Insider Trading & SAST trades of Superstar investors
• Screeners based on Insider Trading and SAST trades
• Superstar Bulk and Block deals
• How frequently are superstar, daily deal, and insider alerts sent by Trendlyne?

Portfolio FAQ 21

• What is the ‘Portfolio’ feature?
• How do you import your portfolio to Trendlyne?
• How can I access the ‘Transactions’ feature?
• What does the ‘Transactions’ feature do?
• What is the ‘Portfolio Analysis’ feature?

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Import Portfolio FAQ 8

• What are the limitations of the 'Sync Portfolio From Broker' section?
• How can I synchronize/update my portfolio with my latest trades?
• Why can’t I edit my portfolio holdings?
• How can I delete my imported portfolio?
• Why is the ‘Portfolio NAV’ not functional for broker-imported portfolios?

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Portfolio Report FAQ 5

• What is the Portfolio Report and how can I access it on Trendlyne?
• What does the 'Summary’ section in the portfolio report include?
• What does the ‘Equity’ section in the portfolio report include?
• What does the ‘Mutual Fund’ section in the portfolio report include?
• What does the ‘Equity’ section in the portfolio report include?

Watchlist FAQ 8

• What is a Watchlist?
• How to add stocks to your Watchlist?
• Tracking stocks through multiple Watchlists:
• How to track news on my Watchlist stocks?
• How do I track corporate announcements for stocks in Watchlist?

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Insider Trading & SAST and Bulk Block Deals FAQ 6

• How can you access the ‘Insider Trading & SAST’ and ‘Bulk Block Deals’ feature?
• What are ‘Insider Trading & SAST’ and ‘Bulk Block Deals’?
• How can you use the ‘Insider Trading & SAST’ feature?
• How can you use the ‘Bulk Block Deals’ feature?
• How to add alerts for ‘Insider Trading & SAST’ and ‘Bulk Block Deals’?

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Results FAQ 9

• How to best use the Results Dashboard?
• How can I check Results for any stock group ?
• How to track quarterly results using Results?
• What is a Live Results screener?
• What are Rapid Results?

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Stock Report FAQ 6

• What is Trendlyne’s Stock Report?
• How is the Stock Report structured?
• How can I access the Stock Report product on Trendlyne?
• How much does the Stock Report product cost?
• Can I access Stock Report without a Trendlyne subscription?

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Stock Comparison FAQ 3

• What is the stock comparison feature and how can one use it?
• How can one compare stocks?
• Deciding the winner and loser: what are the parameters in stock comparison?

DVM FAQ 10

• What is the Trendlyne DVM score and how does it work?
• Types of DVM scores:
• How to use DVM score while screening stocks?
• Can I create my own DVM screener query?
• Are stocks unavailable for DVM score?

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IPO dashboard 4

• How can you access the IPO dashboard?
• What can you check on the IPO dashboard?
• How to understand the IPO completely?
• How do you check for past IPOs?

Discover page FAQ 5

• What is the ‘Discover’ feature?
• How do you access the Discover page?
• How do you use the Discover page?
• How to use the search bar on the discover page?
• How to add alerts for the Discover feature?

My Account FAQ 10

• How can you access ‘my account’?
• How do you change your ‘account profile’?
• How can you update your email?
• How can you manage and change your notification settings?
• How can you ‘change password’?

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Email OTP login FAQ 3

• How can I reset my password via an OTP request?
• How can I sign up for Trendlyne with an email and OTP?
• How do I log into Trendlyne using OTP?

Tools FAQ 2

• How can you access the Tools feature?
• What are the various types of Tools available?

My Metrics FAQ 4

• How can I compare stocks using ‘My Metrics’?
• How can I compare multiple stocks in a table using different metrics?
• Using your own metrics in tables with My Metrics
• What are the default metrics available on the stock overview page?

My Custom Parameters FAQ 4

• What is the ‘My Custom Parameters’ feature?
• How can you access the ‘My Custom Parameters’ feature?
• How can you create a custom parameter?
• Where can you use custom parameters?

Stock Overview metrics FAQ 7

• What are stock overview metrics?
• What are DVM scores?
• What is an Analyst Price Target?
• What is SWOT Analysis?
• Which are the metrics displayed in the ‘Performance’ section?

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Getting Started 4

• How can I invest in Starfolio baskets?
• What are the types of Starfolio baskets?
• How do I connect multiple brokers to my Starfolio account?
• How do I access the list of brokers linked to my Starfolio account?

Investing in a Starfolio basket FAQ 18

• How much does it cost to use Starfolio?
• How can I buy a Starfolio basket?
• How can I subscribe to a premium basket on Starfolio?
• What are superstar shadow baskets and how are they rebalanced?
• How can I identify SME stocks with lot sizes, and how can I remove them from the basket?

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Using Trendlyne to create baskets FAQ 5

• How can I create a basket using Trendlyne screeners?
• How can I create a shadow basket on Starfolio using Trendlyne’s superstar investor dashboard?
• How can I create a basket using watchlists on Trendlyne?
• How can I create a basket with stocks in a mutual fund?
• How can I exclude SME stocks (with lot size > 1) from Trendlyne screeners before creating a Starfolio basket?

Rebalancing a Starfolio basket FAQ 8

• How can I rebalance a featured or RIA basket I have invested in?
• How can I rebalance a basket created from a Trendlyne screener?
• How can I rebalance a superstar shadow basket created from Trendlyne’s superstar portfolios?
• How can I rebalance a basket created from a Trendlyne watchlist?
• How can I rebalance mutual fund baskets created through Trendlyne?

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Building a Starfolio basket from scratch FAQ 2

• How can I create a basket with my selection of stocks?
• How can I create auto baskets on Starfolio?

Importing Baskets to Starfolio FAQ 2

• How can I import my Smallcase basket to Starfolio?
• How can I import a basket from other sources (via CSV file)?

Mobile App FAQ 4

• How can I access the Trendlyne App?
• How can I begin using the Trendlyne App?
• What does the stock overview in the Trendlyne App mean?
• How can I view ‘My Subscription’ on the Trendlyne App?

Mobile App Reports 4

• Where can I find broker reports on the Trendlyne App?
• What are the different types of reports available on the Trendlyne app?
• How can I access Research Report pdfs in the Trendlyne app?
• What are the other features available in the Reports section?

Mobile App Alerts 14

• What are Alerts and how can I access them on the Trendlyne App?
• What is the Price Alert?
• What is the Moving Average alert?
• What is the Volume and Delivery alert?
• What is the Breakouts/Breakdowns past Resistance and Support alert?

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Mobile App - Forecaster 6

• How can I access the Forecaster estimates dashboard?
• What are Forecaster or Analyst estimates?
• What are Surprises and why are they important?
• What are Revision Estimates?
• What are Detailed Estimates?

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Mobile App - Portfolio / Watchlist - FAQ 12

• What is the ‘Portfolio’ feature, and how can I access it on the Trendlyne App?
• How can I import my portfolio to Trendlyne?
• How can I access the ‘Realized P&L’ feature and what does it do?
• What does the ‘Holdings’ feature in the portfolio section do?
• What does the ‘Manage’ feature in the portfolio section do?

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