The 'Import Portfolio' feature via broker has certain limitations because brokerages only provide current holdings for import. They do not let user...

We use the following methodology to calculate Day P&L and Unrealized P&L in your Portfolio: Day P&L Calculation: If the stock was bought toda...

The Potential Gain and Loss Report analyzes your portfolio’s performance, highlighting potential profits and losses. It helps you assess missed profit op...

You can download your portfolio as an Excel file by using the Portfolio Data Export option in the Portfolio section, as shown in the image below.  ...

You can transfer stocks between portfolios by following these steps: Go to your Portfolio and find the stock you wish to move. Click on the blue a...

Yes, you can create and manage multiple portfolios on Trendlyne. 1. Broker Import: Trendlyne allows you to sync multiple broker accounts from the follo...

You can edit portfolio holdings that were manually created or imported via Excel by following these steps: 1. Click on the stock’s ‘^’ dropdown in your ...