You can import your Mutual Fund holdings to your Trendlyne account using the Excel Import feature. Here’s how:


1. Create a New Account:

  • Click on ‘Create New Account’ to begin the process.

  • Download the provided Excel template.


2. Fill in the Template:

  • The template contains three columns: stock symbol code, number of shares, and buy price. Do not modify the column headings.

  • Select the transaction type: current portfolio, buy, or sell.

3. Upload the Filled Template:

  • Save the completed Excel sheet and upload it to Trendlyne using the ‘Choose File’ option.




Once the upload is complete, you’ll see the list of imported stocks displayed. You can also create multiple accounts and import data separately for better organization.