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Getting Started
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Getting Started

Follow these steps to start tracking your investments with Penvid

1
Create Your Account
Sign up and verify your email address

Visit the sign up page and create your account with your email. You'll receive a verification email - click the link to activate your account. Your Free tier account includes 1 portfolio with up to 7 investments.

2
Create Your First Portfolio
Organize your investments into portfolios

After logging in, click "New Portfolio" from your dashboard. Give it a descriptive name like "My Retirement Fund" or "Growth Stocks". You can also add a description and select your preferred currency.

Tip: Organize portfolios by strategy, account type, or goal. For example: "Tech Stocks", "Index Funds", "Retirement IRA", etc.
3
Add Your Investments
Track stocks, ETFs, crypto, and more

Click "Add Investment" and search for your holdings. Penvid supports:

  • Stocks (AAPL, GOOGL, TSLA, etc.)
  • ETFs (SPY, VOO, QQQ, etc.)
  • Cryptocurrency (BTC, ETH, etc.)
  • Bonds and fixed income
  • Custom investments (real estate, private equity, etc.)

For each holding, enter the quantity, purchase price, and purchase date. Penvid will automatically track current prices for supported assets.

4
Monitor Your Performance
Track gains, losses, and portfolio value

Your dashboard shows up-to-date portfolio performance including:

  • Total portfolio value and cost basis
  • Unrealized gains and losses
  • Percentage returns
  • Individual holding performance
  • Performance charts and trends

Features

Learn about Penvid's key features and how to use them

Portfolio Tracking

Monitor your investments across multiple portfolios. Penvid automatically updates prices for stocks, ETFs, and crypto. Use the "Refresh Prices" button to get the latest values.

Free Tier: 1 portfolio, 7 holdings, manual price updates
Plus/Pro: Up to 10 portfolios, automatic updates

Performance Analytics

View detailed performance metrics including total returns, gains/losses, and allocation breakdowns. Track performance over different time periods (1M, 3M, 6M, 1Y, All).

Plus/Pro: Access historical data and advanced analytics

Data Export

Export your portfolio data as CSV or PDF for record-keeping, tax purposes, or analysis. Exports include all holdings with purchase prices, current values, and gains/losses.

Plus/Pro Only: Export feature available for paid subscribers

Price Updates

Penvid uses on-demand market data from TwelveData to keep your portfolio values up to date. Click "Refresh Prices" to manually update prices, or upgrade to Plus/Pro for more frequent updates.

Note: To prevent API rate limits, manually refresh prices only when needed

Custom Investments

Track investments that aren't publicly traded like real estate, private equity, art, or collectibles. Enter custom values and update them manually as needed.

Available on all tiers

Security & Privacy

Your data is encrypted and protected with enterprise-grade security. We use Supabase for authentication and database security with Row Level Security (RLS) policies.

We never share your investment data with third parties.

Frequently Asked Questions

Find answers to common questions about Penvid

Still need help?

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