# Perenvo: Portfolio Tracker — Allocation, Returns & Reports > Long-term investment portfolio tracker for allocation, returns, and reports. (iPhone/iPad app by 殿斌 李.) - Source: https://appshunter.io/ios/app/perenvo-portfolio-tracker/id6800068179 (this page in markdown: same URL + `.md`) - Developer: [殿斌 李](https://appshunter.io/developer/6795758563) - Category: Finance, Productivity - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 17.0 · 9 MB - Languages: American English, Chinese (Simplified, China) - Released: 2026-09-10 - Data updated: 2026-10-08 - Monetization: free ## What is Perenvo? 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. ## Key features - Multiple portfolio management - Customizable asset allocation - Rebalancing rules and thresholds - Track funds, ETFs, and stocks - Performance charts and reports - End-of-day market data support ## Is Perenvo safe? Not enough ratings yet to assess Perenvo. ## Is Perenvo legit? Perenvo: Portfolio Tracker has limited verification signals. The AppsHunter Legitimacy Score for Perenvo is 58 out of 100 points across 7 verification signals from App Store and developer data. ## Frequently asked questions about Perenvo ### What is Perenvo? Perenvo is a free investment portfolio tracker designed for long-term investors. It helps you record, understand, and review your asset allocation, returns, and performance across multiple portfolios. ### What markets does Perenvo support? Perenvo currently supports end-of-day securities data from mainland China, Hong Kong, and U.S. markets. It labels the valuation date used for each market. ### Can I connect Perenvo to my brokerage account? No, Perenvo does not connect to brokerage accounts or execute trades. It is a manual tracking and analysis tool that uses end-of-day market data. ### Does Perenvo provide investment advice? No, Perenvo's calculations and notices are purely informational and do not constitute investment, tax, or legal advice. It is a tool for tracking and analysis. ### How often is Perenvo updated? Perenvo was last updated on September 26, 2026, with version 1.0.6. The app is designed to evolve with your portfolio management needs. ### What devices is Perenvo available on? Perenvo is currently available on iPhone. The app is rated for ages 4+. ### Is Perenvo free to use? Yes, Perenvo is completely free to use. There are no in-app purchases or advertisements within the application. ### How does Perenvo handle data security? Perenvo allows users to export their account data or request account deletion directly within the app, giving you control over your information. ## Version history (last 5 releases) ### 1.0.6 — 2026-09-26 Fixed an issue where the daily P&L date for a multi-market portfolio could appear as the following day when viewed on a weekend. Daily P&L now consistently uses the actual valuation date, while each market's quote date remains visible separately. ### 1.0.5 — 2026-09-25 Fixed portfolio returns for portfolios containing over-the-counter funds. Improved the dashboard asset composition chart so more holdings fit on one screen. Added sharing for portfolio backtest reports and improved report reliability. ### 1.0.3 — 2026-09-17 What's new in 1.0.3 • Backtests now support Hong Kong and US listings, using the data provider's adjusted prices converted to CNY at the ECB daily reference rate and simulated on Shanghai trading days; the report states each of these assumptions. • A Hong Kong or US listing that started trading inside the backtest window is held as cash until it lists, and the report marks that cash period. • Fixed the daily P/L not showing on the next trading day after a holding change recorded on a weekend or market holiday. • Updated the backtest scope and methodology notes. Backtests replay historical prices for research only and are not investment advice. ### 1.0.2 — 2026-09-14 What's new in 1.0.2 • Backtests now cover more instruments: China A-shares, LOFs, exchange-listed REITs and Beijing Stock Exchange listings, including dividends, bonus issues and non-trading days. • Backtest reports add a stacked area chart of asset values, and charts no longer come up blank on some networks. • Adding a holding is easier: securities are recognized automatically with a suggested category, including STAR Market and Beijing Stock Exchange codes. • Fixed daily and monthly reports failing on first open and needing a retry. • Fixed market holidays breaking the overall return curve and leaving the current month's return empty. • Corrected cost and return calculations for a new portfolio and its first holding; daily report contribution rows now fit the phone screen. • Backtests do not yet support portfolios holding non-CNY products; the app now explains that instead of reporting incomplete holdings or valuation. Backtests replay historical prices for research only and are not investment advice. ### 1.0.1 — 2026-09-11 What's new in 1.0.1 • New Dashboard tab: portfolio performance, return contribution and a return calendar in one place. • Portfolio backtest: replay your current allocation over 1 or 3 years. It runs in the background and notifies you when ready; reports include an index curve plus asset and product contributions. • Economic insights: market temperature, economic weather and sector heat maps for China A-shares, Hong Kong and US markets. • Portfolio improvements: asset composition, category details and management, per-product cumulative P&L and price history, and rebalancing cash estimates. • Richer monthly reviews, more accurate returns and P&L, and assorted display fixes. Backtests replay historical prices for research only and are not investment advice. ## More apps by 殿斌 李 - [Packlore: AI Tutor & Courses](https://appshunter.io/ios/app/packlore-ai-tutor-and-courses/id6802591663) All apps by 殿斌 李: https://appshunter.io/developer/6795758563 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-08.*