Changelog
Follow up on the latest improvements andΒ updates.
RSS

π£ Callouts in Memos
There is now a new component type in Memos; Callouts. Callouts are useful for highlighting insightful/actionable content in your Memo that gets its own dedicated spot. There are 5 different callout types that come with different icons & colors: Default, Info, Warning, Tip, and Danger. You can toggle between all of the different types by clicking on the icon in the callout.
π Performance Improvements Search, Investments Details, and Valuations
The financial information found in Search, Investment, and Valuations should now be loading faster for everyone & have a better overall user experience.
π§Ό Miscellaneous
Bug fixes & overall platform improvements

π Folders
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
Shift + Option + F
ποΈ Revamped UI Elements
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.
π¨ Standardized Keyboard Shortcuts across All Items in Workspace
We also standardized the following commands in every workspace resource (Folder, Investment, Valuation, Memo, Pipeline, and Team) across the platform:
- Option + C- Copy Link to Item
- Option + F- Favorite/Unfavorite Item
- Shift + Option + L- Lock/Unlock Item
- Shift + Option + A- Archive/Unarchive Item
- Option + R- Open Rename Dialog
- Option + Backspace- Open Delete Dialog
π§Ό Miscellaneous
Bug fixes & overall platform improvements

π Search your Google Drive in the Command Palette
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 βΊ Account βΊ General βΊ Connected Accounts
β¬
οΈ New Sider
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 β B, and you can expand the sider again via the button in the top-left header.
π Renamed Connector
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!
π Security Page
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.
Miscellaneous
- π§Ό Bug fixes & overall platform improvements

Model Syncing with Spreadsheets
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.

- ποΈ Upcoming Dividends Calendar View: There's a new tab underneath the Events view on Search where you can see the upcoming dividends for up to 1 year out. Easily monitor and analyze companies based on their dividend payouts, payment dates, and more.
- π¨ Revamped Command Palette: There's now an entirely new command palette that's been built from the ground up. Quickly access the most integral resources in your workspace withβ K, and make instant searches a reality without clicking around everywhere.
- π³ Dedicated 'Invoices' Tab: This one's for workspace owners & admins - you can now manage invoices with ease without going to the billing portal. Now, with the 'Invoices' tab in Settings, you can see when the invoice was made, its current status, and a link to view & download the invoice. You can find this in your Plans page in Settings.
- π¦ Account Data Export (.xlsx & .zip): Data export in your Account Settings is now standardized as either an Excel file (.xlsx) or ZIP file (.zip) of CSVs that breaks down your workspace items by resource to easily manage your data & privacy needs. You can see this in action by visiting your Account Security tab in Settings for more.
- π§Ό Bug fixes & overall platform improvements

π° 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:

- π Improved Filters Row: We greatly improved the filters row on Search to make results more actionable and clear based on the filters applied. No longer do you have to complete a query to see which filters you have applied, where you now also get increased data visibility, enrichment, and metadata attached to each filter.
- π§© Custom Imports: With an update going out a week or so back, we're empowering our investors to go beyond public market valuations and to start importing private financials, subsidiary information, and bespoke data straight into Countercyclical. With Imports, you can import proprietary data straight into your workspace, map your CSV/Excel columns to our platform variables, and make your entire research pipeline that much for discoverable for your entire team.
- β οΈ Cleaned Up Error Views: If you ever run into any issues on Countercyclical, we added in a cleaned up view that will display the current issue directly to you so we can help you resolve the problem via a streamlined step-by-step approach. As always, please reach out to us if you have any questions or issues!
- π Updated Plans Page: We updated our plans page to give you more information on what you're getting in each plan. The biggest change you'll see in each of the plans is the new Data section, where we've gone ahead and outlined what sort of insights you can expect to get before switching across plans. You can check it out here
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.
- π§Ό Bug fixes and overall performance & platform improvements

Countercyclical's official connector is live with Airbyte!
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

Zapier + Countercyclical
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!

- ποΈ Create New Tabs withβ₯+N: Quickly create new Tabs in your Workspace with our new keyboard shortcut. Using this shortcut alongside β₯+Number for toggling between between different views is a great way to speed up your access to your favorite parts of the platform.
- ποΈ Close Current Tab withβ₯+Q: Along with quickly creating new tabs, you can now easily close your current tab with a single shortcut. No need to hit β+S to save at all as we store your changes automatically & in real-time.
- π« Refreshed Views & Further Data Enrichment:We cleaned up some routes around the platform for you (namely for Company & Investment views) along with improving image quality and metadata accuracy throughout your research process (our data providers are truly the best)!
- π§Ό Bug fixes and overall performance & platform improvements (s/o to our newest team member, Prajwal, on getting fixes shipped to production already!)
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