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Guides

Walkthroughs for getting more out of news, markets, portfolio and alerts.

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How to Import Your Portfolio from a Broker File

A walkthrough of importing holdings or a trade history from Zerodha, Groww, Schwab, Fidelity, Vanguard and others — and why a tradebook export gives you a more accurate chart than a holdings export.

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Setting Up Price, 52-Week and Earnings Alerts

A guide to TrendMoney's alert system: price-cross and 52-week alerts evaluated server-side, delivered through web push and the native Android app, plus what the earnings and macro-event notifications cover automatically.

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