Folders are now available on paid plans. Organize your core workspace resources into views that you can share with other members and teams. Quickly create folders via the new keyboard shortcut

We took the time to revamp a ton of UI elements across the platform for an improved user experience. One example includes the document options in Memos, which has been moved to its own dedicated bar at the top of each Memo. Others include UI refreshes across Teams, Profile, and Settings views.

We also standardized the following commands in every workspace resource (Folder, Investment, Valuation, Memo, Pipeline, and Team) across the platform:

Bug fixes & overall platform improvements

You now can search for your Google Drive files directly in our Command Palette. This makes accessing key folders and documents a breeze without interrupting any step of your research process. Simply connect your account & start searching for files in the Command Palette as you type - it's that easy!

Users on our paid plans can connect this new cloud storage option via their Settings › Account › General › Connected Accounts

Although it's been out for a little while now - a new, resizable sider made its way into everyone's workspaces recently. Simply hover over its border & drag it to your desired width. You'll also see that all of the workspace resources you've favorited/pinned for quickly jumping to key resources. Finally, you can also collapse the entire sider via right-clicking on the sider and selecting the "Close Sider" option, or with the keyboard shortcut ⌘ B, and you can expand the sider again via the button in the top-left header.

To prevent any confusion, the connector previously used for Model Syncing on Search has been renamed to 'Google Sheets' instead of 'Google Drive' in your Connected Accounts. This was done to clarify the differences between that connector & the new cloud-based connectors mentioned above. Hope this is helpful!

There's a new security page on our site at https://countercyclical.com/security. This page outlines a bit more information relating to how the platform is built, what security standards we have in place, and what patterns we're following and features we offer to ensure you and your team have peace of mind as you use our service.

You can still find our Trust Center at https://security.countercyclical.io for items like our subprocessors, overall security posture, and more.

You can now easily sync fundamental data for modeling to your spreadsheet provider of choice, right from Search! Simply select the companies you want to sync on Search, and use our new Model Syncing feature for a streamlined experience.

You can also pick which financial insights you want to sync (separated by tabs) along with useful formatting options to enjoy an end-to-end, bottom-up model-building experience.

This feature also coincides with another addition we just made - Connected Accounts. Now, users can link & manage their third-party accounts to Countercyclical directly from their Settings page.

📰 Our dedicated Events view on Search gives you & your team the necessary insights for your due diligence process. From IPO and press releases updates to recent M&A activity, our aggregated view helps everyone stay up-to-date on the most important events happening in the capital markets.

Now that we're quickly moving into the holiday season, it's time to get some new features, platform improvements, and overall user experience tweaks shipped out to everyone. We hope you like these, and here's what's new on Countercyclical as of recently:

This comes alongside a new change we're making to the Free tier at the end of the month, where we'll be changing the trial period from 30 days to 14 days (for new sign-ups only, existing trial users will keep their original 30 day pilot). If you run into any issues with this or have any questions/feedback for us, please let us know we'd be more than happy to help.

We're thrilled to now have an official integration with Airbyte, the leading open-source ELT ("Extract, Load, Transform") platform for handling & scaling data ingestion across all of your data sources and destinations.

You can get started using the connector either by signing up for Airbyte Cloud, the company's cloud-based offering for the platform, or by running your own self-hosted instance of Airbyte on your own hardware. Just add Countercyclical as a source in your "Connectors" to pull all user & workspace scoped resources (Countercyclical API key required), then pick a destination of your choice (such as Snowflake, Google Sheets, Google BigQuery, and more!), and then enable your connector!

You can learn more about our official connector in Airbyte's doc

Countercyclical's integration with Zapier is now live!

For those unfamiliar with their platform, Zapier is a workflow automation tool with integrations to more than 7,000+ popular tools (apps like Salesforce, ChatGPT, Tableau, Snowflake, and Excel to name a few). By integrating with them, you can now automate tasks by building custom workflows with all of the amazing tools you already use on a daily basis.

We're grateful to partner with Zapier in bringing this new integration to life, and we really hope you enjoy it - give it a try and let us know what you think!

As we approach the end of summer, we wanted to give all of our wonderful users something special that's been a long time in the making - a brand new Search experience.

This is one of many things that we wanted to get done before quarter-end for everyone, and we're thrilled to send it your way!

Now, you and your teams can quickly surface the most important pieces of information that's relevant to your area(s) of expertise - all accompanied by a suite of filters, tools, and embedded analytics that make being an analyst, portfolio manager, and investor that much better when you're on Countercyclical.

Here's what's new in this update:

💡 Premium, Advanced, and Event Filters: We dedicated an entirely new sidebar in the Search page to 3 different filter types:

🌎 Expanded Data Enrichment: Our previous search results were lackluster to say the least (particularly when dealing with multiple security types). Now, with the help of our wonderful data providers, you can get helpful insights before clicking into an asset such as links to a company's social media pages, company logos (in place of the previously displayed country flag), as well as columns with customizable attributes such as Headcount, Industry, Sector, Location of Headquarters, and more!

🔮 Improved Custom Filters: Customer Filters used to only take fundamental metrics into consideration when you were querying for search results on Countercyclical - not anymore! Mix and match between different filter types and save them easily for reuse for yourself, your team, or your entire workspace.

🎯 Quick Actions from Search Results: Without having to go into an asset detail to create an Investment or Valuation, you can now select from the list of search results to quickly add them to Watchlists or Pipelines, or create Investments and Valuations from them.

🔌 Self-Serve CSV Import & Custom Data Source Connections: We added in a few buttons in the top-right of the Search page to allow our Enterprise users to both import company information (along with financials) right into Countercyclical for valuation purposes, along with connecting directly to custom data sources that sit outside of your workspace. These self-serve features play nicely with the Premium Filters mentioned above - after you've brought your custom data into Countercyclical, we'll map through the data for you and give you the tools you need to actively query, update, and scale your research process.