To generate Portfolio NAV and other analysis reports, you need full historical data, including prices bought and sold. However, brokers typically provide o...

Once your portfolio is open, use the ‘Import Portfolio’ feature, as shown below, to track and manage your portfolio with Trendlyne.   To import your ...

You can import multiple accounts from the same broker in two ways. To import multiple accounts, follow these steps:  Option 1: Log in to your Trendl...

To add a stock to your portfolio, follow these steps: Click on Portfolio on Trendlyne’s home page, as shown below.  Select the portfolio yo...

To monitor the realized gains in your portfolio, use the 'P&L Statement' feature on Trendlyne's website. This tool outlines your portfoli...

To remove a stock from your portfolio, follow these steps:  Visit your portfolio at https://trendlyne.com/us/portfolio/holdings/  Identify the stock ...

Trendlyne calculates Market Cap based on AMFI classification. Stocks are categorized according to their market capitalization (Mcap), which represents ...

Trendlyne uses the First-In-First-Out (FIFO) method to calculate the average buy price when you execute multiple buys and sell transactions. This method ...

Trendlyne offers several convenient ways to import your portfolio data. Excel Import for Buy and Sell Transactions (FIFO logic implementation): Thi...

To sell a stock from your portfolio on Trendlyne, you have two methods available: Manual method: Navigate to the specific holding in your portfolio...