Kruncher for Portfolio Management

These guides cover the basics of understanding and configuring Kruncher for portfolio management.

1. Portfolio Monitoring Overview
2. Exporting Reports (Docs / PDF / PowerPoint)
3. Complete List of Signals
4. Customizing Tracked Signals

Portfolio Monitoring Overview

Coming soon.

Exporting Reports (Docs / PDF / PowerPoint)

Other than viewing the reports inside Kruncher, you can also export the reports into these file formats to have a local copy of:

• Word Document (.docx)
• Portable Document Format (.pdf)
• PowerPoint Presentation (.pptx)

In the left tab, open up the Export tab.

The first three options will export the entire report into its selected format. Simply click one of the three options and your export will start downloading immediately.

Here are some examples:

Export as PDF or DOCX

Export as PowerPoint Presentation

To get a more focused or limited document, you can export only specific sections of the report into Word document (.docx) or a presentation file (.pptx)

Select "Generate Custom Report" and you will see template options to get started immediately.

You can customize and select the information that Kruncher will make as pages/slides, and what each slide contains.

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Read this guide to learn more about export template customization.

Once everything is to your liking, click "Generate Document" and Kruncher will start generating your custom report.

Optionally, you can click "Save As a New Template" to make this configuration as a template for you to use in the future. 

Wait for the document to finish generating. Once done, click on it.

Scroll down and click Export to download.

You can also upload a template from an existing document. Kruncher will learn its logical structure and order, and you will get investment memos, LP reports, and more in a structure you're familiar with, ensuring minimal editing on your end.

Note that this does not include aesthetic changes such as heading, font types, and brand colors.

Update, replace, or remove your templates whenever you like. Your templates stay saved and your original file stays private.

Read this guide to learn more about uploading a document as an export template.

Complete List of Signals

Kruncher automates your monitoring with over 300 recognized metrics and signals that it tracks.

An additional layer of intelligence also works out what is important, ensuring that you only get key updates and not minor, noisy notifications.

Monitoring then becomes systematic, tailored to each company, and ready for partners, boards, and LPs, without manual spreadsheet work.

This is what that monitoring and signals may look like in practice:

Customizing Tracked Signals

Make Kruncher work exactly like your fund by aligning your definition of positive and negative signals. Customize the signals that Kruncher tracks and assign them sentiment values.

To start, go to Settings (⚙️) -> Track Company Events on the left tab, or click here.

Kruncher has already have some set up by default. You can add, edit, and remove tracked signals/events to fine-tune this system.

Read this guide to learn more about customizing signal tracking.