Portfolio Tracker

Your investments, simplified. Track, analyze and optimize

  • Link multiple broker accounts or add your portfolio manually — it only takes a couple of minutes. Link multiple broker accounts or add your portfolio manually — it only takes a couple of minutes.
  • A detailed portfolio tracker for you and your family A detailed portfolio tracker for you and your family
  • Stay updated with insights, news, and alerts tailored to your portfolio holdings Stay updated with insights, news, and alerts tailored to your portfolio holdings
  • Stay informed of upcoming dividends, bonus or splits Stay informed of upcoming dividends, bonus or splits

Take control of your financial future with Trendlyne's portfolio management tools.

Broker Sync Excel Import
Portfolio Tracker
Portfolio Calendar

Portfolio Calendar

Track critical upcoming events for your investment portfolio.

  • Stay updated with earnings reports and corporate actions, Get alerts on dividends, stock splits, and bonuses. Stay updated with earnings reports and corporate actions, Get alerts on dividends, stock splits, and bonuses.
  • Get actionable insights into your inbox Get actionable insights into your inbox
Portfolio Calendar
Portfolio Hedge

Portfolio Hedge

Derisk your investment portfolio when markets grow volatile

  • Choose from three levels of portfolio protection strategies. Easily apply portfolio hedging across all your holdings with a single trade Choose from three levels of portfolio protection strategies. Easily apply portfolio hedging across all your holdings with a single trade
  • Track your hedge trades and manage risk with integrated SmartOptions tools. Track your hedge trades and manage risk with integrated SmartOptions tools.
Hedge Your Portfolio

Portfolio Report

Is your portfolio at risk? Use Trendlyne's deep-dive portfolio report to find out the weak points

  • Get complete visibility with a consolidated portfolio report, covering performance, diversification, benchmark comparison, and risk metrics Get complete visibility with a consolidated portfolio report, covering performance, diversification, benchmark comparison, and risk metrics
  • See where your money is going: track asset allocation across your stocks and mutual funds See where your money is going: track asset allocation across your stocks and mutual funds
  • Compare portfolio performance with Nifty50 as a benchmark Compare portfolio performance with Nifty50 as a benchmark
  • Portfolio events calendar helps you stay up to date with upcoming bonus, splits, dividends and results Portfolio events calendar helps you stay up to date with upcoming bonus, splits, dividends and results
Check Portfolio Report Sample PDF Sample PDF
Portfolio Report
Portfolio Timeline

Portfolio Timeline

Stay ahead with real-time updates on what’s moving your investments

  • Monitor stock-specific announcements and corporate filings. Receive updates on financial results, portfolio dividends, and insider activity. Monitor stock-specific announcements and corporate filings. Receive updates on financial results, portfolio dividends, and insider activity.
  • Stay informed with a comprehensive, chronological view of your holdings. Stay informed with a comprehensive, chronological view of your holdings.
TRACK NOW
Portfolio Alerts

Portfolio Alerts

Relax while the alerts do the work: get real time alerts on your portfolio

  • Keep an eye on your holdings with real-time portfolio performance alerts. Set 15 min, hourly, daily or weekly alerts on Price, Volume movements and much more on your portfolio stocks Keep an eye on your holdings with real-time portfolio performance alerts. Set 15 min, hourly, daily or weekly alerts on Price, Volume movements and much more on your portfolio stocks
SET ALERTS
Portfolio Tax Summary

Portfolio Tax Summary

Get a clear understanding of your investment tax liabilities.

  • Stay on top of your taxes with a complete capital gains summary for each financial year. See your current tax impact at a glance: no spreadsheets needed. Stay on top of your taxes with a complete capital gains summary for each financial year. See your current tax impact at a glance: no spreadsheets needed.
  • Analyze taxes on your long-term and short-term capital gains Analyze taxes on your long-term and short-term capital gains
CHECK TAX SUMMARY
Dividend Report

Dividend Report

Track every payout with a smart dividend report built for your entire portfolio

  • Review dividends received Year-to-Date and over the last three years. Compare your portfolio dividend yield against Nifty 50 performance. Review dividends received Year-to-Date and over the last three years. Compare your portfolio dividend yield against Nifty 50 performance.
  • Review the complete dividend history for all your holdings. Review the complete dividend history for all your holdings.
TRACK DIVIDENDS