Changelog
Follow up on the latest improvements andย updates.
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![cm0mhxw2x00rhky8803648j9i](https://canny.io/images/7b6b01808a56e83e63709b61d82261b0.png)
- ๐๏ธ Create New Tabs withโฅ+N: Quickly create new Tabs in your Workspace with our new keyboard shortcut. Using this shortcut alongside โฅ+Number for toggling between between different views is a great way to speed up your access to your favorite parts of the platform.
- ๐๏ธ Close Current Tab withโฅ+Q: Along with quickly creating new tabs, you can now easily close your current tab with a single shortcut. No need to hit โ+S to save at all as we store your changes automatically & in real-time.
- ๐ซ 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)!
- ๐งผ Bug fixes and overall performance & platform improvements (s/o to our newest team member, Prajwal, on getting fixes shipped to production already!)
![CleanShot 2024-08-10 at 17](https://canny.io/images/aeb52d10ee86ad5f953ad25a73ed1780.png)
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:
๐ก Premium, Advanced, and Event Filters: We dedicated an entirely new sidebar in the Search page to 3 different filter types:
- ๐ Premium Filters (Available on our Enterprise plans) allow for easily surfacing bespoke information in custom datasets that you or your team brings right into your Countercyclical workspace(s) without the need of writing raw SQL or complex data engineering processes.
- ๐ฆพ Advanced Filters (Available on our Pro & Education plans) allow our users to bring to discover assets that fit a wide range of attributes and criteria like location (down to the zip code level), sector and industries, ranges on fundamental metrics like enterprise value, and so much more!
- ๐๏ธ Event Filters (Available on our Pro & Education plans) focus on filtering for particular information related to events, such as press releases, merger and acquisition updates, and upcoming IPO news.
๐ 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!
๐ฎ 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.
๐ฏ 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.
๐ 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.
![CleanShot 2024-07-29 at 12](https://canny.io/images/28336b30de0b2a99bc2ff3d760516951.png)
- ๐ฏ Ranged vs. Exact Intrinsic Value per Share: You can now toggle between ranged vs. exact intrinsic value per share in your Valuations.
- ๐งผ Additional bug fixes & performance improvements.
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The information contained in this update and any attachments is for informational purposes only and does not constitute investment advice. Our valuation projects and research are based on publicly available information, which may not be comprehensive or up-to-date. You should conduct your own independent research and analysis before making any investment decisions. We are not responsible for any loss or damage resulting from your reliance on this information. Always seek the advice of a qualified financial advisor with any questions you may have regarding investments.
In our most recent update, we added the following:
![CleanShot 2024-07-19 at 17](https://canny.io/images/0f72e36bfa1b3af2d2c69c3c52538abb.png)
- ๐ฎ You can now log into Countercyclical using Magic Links - simply type in your email of choice (no longer does it need to be Google or Microsoft) and check your email for a one-time sign-in link!
- ๐งผ Bug fixes & general performance improvements
A few new updates made their way into everyone's workspaces as of an hour or two ago. Here's a quick rundown of everything that's new in this update for Countercyclical:
![original-40d54e1af5ef446be5c7ddfcc6f612c3](https://canny.io/images/8858d14f5fdb2b4f84f8577afd451dc8.png)
- ๐ Enriched Memo View: We improved Memos with a ton of new functionality and made it super simple to directly connect your research findings into your collaborative, shareable documents with Sources (available on Pro plans). This update also brings with it a new view for Memos, now giving users a much more focused mode for drafting, collaborating, and sharing their insights with their team, workspace, or the world. Easily see a breakdown on the left-hand side of your document with a Table of Contents, a list of Authors for publicly giving credit to everyone who worked on the Memo, and (of course) Sources.
- ๐ฌ Quick Peak into Memos: If you hold Spacebar and click on a Memo's title when you're on the Memos page, you will get the previous popup view for Memos to "quickly peak" into them for editing on-the-fly!
- โ๏ธ Self-Serve Advanced Workspace Settings: We took a lot of our core Enterprise offerings and made them self-serve under your Advanced Workspace Settings. This empowers users with a ton of functionality that was once previously highly bespoke and required someone from our team to provision for an Enterprise account. We hope this makes things easier for everyone! (You can still book an enterprise demo or email our team if you ever need anything as always)
- ๐งผ Additional bug fixes & performance improvements.
As always, check these changes out and let us know what you think!
A few new updates made their way into everyone's workspaces as of yesterday. Here's a quick rundown of everything that's new on Countercyclical:
![original-640c863dbabeb3a10bb0f0ca8c20a263](https://canny.io/images/1a36dc02b8a96d56724b8ecdc559070b.png)
- ๐งโ๐ง Workflows (Beta): For paid plans requesting limited, early access - we're offering Workflows; Scalable, reusable, and collaborative automations that run as many times as you'd like, plug into your existing systems via our Integrations, and allow you and your team to streamline compliance, real-time portfolio tracking, and so much more. This feature has been in the works for quite some time, and (right next to Pipelines) is one of our most requested features of all time!
- ๐ก Home Route Refresh: We added a few new things to the Home route to make your life, and your teammates, lives a bit easier.
You will now see a row of Quick Actions (the same ones you'd see in the bottom-left corner on our platform) that you can use to quickly create the most important resources in your workspace right when you log in (Investments, Valuations, Memos, Pipelines, and Teams)
Instead of just showing you your most recent or favorite Investments via a dropdown, you can now have any resource within your workspace on the homepage (accompanied with more useful metadata and enrichment information).
This is great for CIOs and portfolio managers who might only need to look at Memos and Valuations as part of their workflow, and don't necessarily need to be aware of every comment, interaction, etc. happening in Investments.
- ๐ผ๏ธ Custom User & Workspace Icons: Previously just available to our Enterprise and Paid customers (and for free plans only being able to use emojis), now you can upload custom images for both your profile and workspace pictures to make your profiles and workspaces that much more of your own!
- ๐งผ Additional platform fixes & general performance improvements.
Things just got a whole lot cleaner on Countercyclical!
This monthly product update is our biggest one yet, and we couldn't be more excited to share these updates with you. Here's a quick, non-definitive list to get things rolling:
- ๐ฃ Brand New Tables: Our previous tables weren't the best, and we listened. In fact, we rebuilt our tables from scratch so you can have even more control over researching, valuing, and sharing insights on both domestic and international assets. Sparklines, row & column actions (for paid plans), and a UI facelift are just a few of the things you can now find in your research, Investments, and Valuations.
- ๐ซก New Sider: Our sider felt a bit...dated - so we revamped it and separated out the most important parts of a researcher's workflow into two main parts (the top - where things like Investments, Memos, and Search still live - and the bottom - where you can now find your Profile, Settings, and Teams).
- ๐ฆพ Additional Enrichment Data: Not only will you find more relevant information on the asset you're researching, but you will also find social links on each investment and company page along with more financial insights peppered throughout your research efforts.
- ๐ Updated Valuation Charts: While the previous charts were useful for getting a general understanding of your asset's cashflows, the new charts in a generated Valuation are now much more robust - you can update the change in growth/decline for the line items now and even see the historical change for each line item next to the price. We also made some slight updates to the visuals to make them a bit easier to interpret (hopefully)!
- ๐งผ Additional fixes & general improvements.