Perenvo: Portfolio Tracker

Give every holding a place in your long-term plan.

Perenvo brings your portfolios, holdings and allocation rules into one clear view. Start with the classic Permanent Portfolio or choose your own categories, targets and rebalancing thresholds. Keep a record of your decisions and see how your portfolio changes over time.

See the portfolio and the holdings behind it
• Keep separate base currencies, time zones, holdings and rules for multiple portfolios.
• Add supported stocks, ETFs and funds manually, or review screenshot recognition results before importing them.
• Record purchases, sales, quantity adjustments and cost corrections. Review value, holding P&L and allocation drift.

Make changes easier to understand
• Explore portfolio trends, switch chart metrics, and review category contributions.
• See daily P&L in the calendar, alongside holding changes recorded for the selected date.
• Explore asset composition and the holdings map. Choose your dashboard panels and share them as images.

Build a useful review habit
• Read daily, monthly and annual reports to revisit performance and allocation changes.
• Run historical backtests for supported portfolios and review their assumptions and data limitations.
• Add context with economic conditions, market temperature and sector performance for mainland China, Hong Kong and U.S. markets.
• Share supported reports and manage their sharing links.

Use it your way
Perenvo supports English, Simplified Chinese and Traditional Chinese, along with Dark Mode and Dynamic Type. Perenvo adapts to iPhone Duo outer and inner displays. Continue editing your profile draft as you fold and unfold. Account export and deletion are available in the app.

Perenvo uses available end-of-day market data and historical records. It labels data dates and missing values; it does not provide real-time quotes. Supported products, backtest currencies and historical periods depend on available data. Perenvo does not execute trades, hold assets or guarantee returns. Backtest results do not predict future performance. Calculations, reports and insights are informational.