Perenvo: Portfolio Tracker

Perenvo helps long-term investors record, understand, and review asset allocation across multiple portfolios. The name combines perennial and evolve: a long-term perspective with tools that evolve as the way you manage portfolios changes. You can begin with Harry Browne's Permanent Portfolio or create your own categories, targets, and rebalancing rules. Add funds, ETFs, and stocks, then use available end-of-day market data to review value, allocation, returns, and data freshness. Each portfolio keeps its own base currency, time zone, holdings, rules, reports, and dashboard preferences. Key features: - Create and switch between multiple portfolios - Use classic asset groups or define your own categories - Set target allocations and rebalancing thresholds - Manage multiple funds, ETFs, and stocks in each category - Add supported holdings manually or review candidates recognized from a screenshot - Record purchases, sales, quantity adjustments, and cost corrections - Review portfolio value, daily change, holding profit or loss, and allocation drift - Explore performance charts, a returns calendar, a holdings map, and economic context - Read structured daily, monthly, and annual reports - Share branded dashboard cards as images - Export account data or request account deletion in the app Perenvo currently supports end-of-day securities from mainland China, Hong Kong, and U.S. markets. Market dates can differ across regions, and the app labels the valuation date used for each market. Perenvo does not provide real-time quotes, connect to a brokerage, execute trades, hold assets, or guarantee returns. Calculations and notices are informational and are not investment, tax, or legal advice.