Everything you need to understand your portfolio, delivered automatically
Crimenovels turns scattered account data into a single, daily briefing — so you spend less time reconciling numbers and more time making decisions.
Built for investors who want clarity without spending hours in spreadsheets each week.
A complete toolkit for staying informed
Each feature below addresses a specific friction point in manual portfolio tracking — from fragmented data sources to inconsistent reporting formats.
Automated Data Aggregation
Connect your holdings once and Crimenovels consolidates positions, balances, and transaction history into a single structured view — removing the need for manual exports and spreadsheet updates.
Daily Performance Reports
Receive a concise summary of how your portfolio moved, which positions drove the change, and how performance compares to the previous reporting period.
Risk & Exposure Breakdown
See how capital is distributed across asset classes, sectors, and position sizes, making it easier to spot concentration before it becomes a problem.
Historical Trend Analysis
Track how allocations and performance have shifted over time with a running record, instead of relying on memory or disconnected statements.
Custom Alert Thresholds
Set the conditions that matter to you — drawdown levels, allocation drift, or position changes — and get notified only when they're actually relevant.
Exportable Summaries
Generate clean, shareable reports for your own records or for conversations with an advisor, without reformatting raw account data by hand.
From raw data to daily clarity in three steps
Connect Your Accounts
Link the accounts and holdings you want tracked. Crimenovels reads the data structure once and keeps it synchronized going forward.
Automated Processing
Positions, transactions, and valuations are normalized into a consistent format, ready for analysis without manual intervention.
Receive Your Report
A structured summary is delivered on your schedule — highlighting what changed and why, in language built for quick comprehension.
Built around the way busy investors actually work
Most portfolio tools assume you have time to dig through dashboards daily. Crimenovels assumes the opposite — that your attention is limited and your reporting should respect that.
- Less manual reconciliation Data is pulled and structured automatically, reducing the back-and-forth between statements and spreadsheets.
- Consistent reporting format Every report follows the same structure, so comparing one period to the next takes seconds, not minutes.
- Fewer missed signals Threshold-based alerts surface the changes that matter instead of burying them in noise.
See these features applied to your own portfolio
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