# Fundamentals - [Workspaces](https://docs.countercyclical.io/fundamentals/workspaces.md): Create or join a place where all your resources for your investment research & due diligence processes can live. - [Navigation](https://docs.countercyclical.io/fundamentals/navigation.md): Quickly move around Countercyclical with keyboard shortcuts, Tabs, a command palette, and more. - [Tabs](https://docs.countercyclical.io/fundamentals/navigation/tabs.md): Add multiple tabs to save, revisit, and split up views based on what's most important to you. - [Favorites](https://docs.countercyclical.io/fundamentals/navigation/favorites.md): Quickly access the items in your workspace that are most important to you. - [Command Palette](https://docs.countercyclical.io/fundamentals/navigation/command-palette.md): Quickly access the most important parts of your investment process with a single keyboard shortcut. - [Exploration & Recents](https://docs.countercyclical.io/fundamentals/navigation/exploration-and-recents.md): Use keyboard shortcuts to get where you need to go, fast. - [List vs. Grid View](https://docs.countercyclical.io/fundamentals/navigation/list-vs.-grid-view.md): Set up your investments, teams, valuations and more based on what looks best to you! - [Quick Actions](https://docs.countercyclical.io/fundamentals/navigation/quick-actions.md): Create different items within your workspace in a few keystrokes. - [Offline Mode](https://docs.countercyclical.io/fundamentals/navigation/offline-mode.md): Learn about how Countercyclical works when you're not connected to the internet. - [Companies](https://docs.countercyclical.io/fundamentals/companies.md) - [Search](https://docs.countercyclical.io/fundamentals/search.md): Discover assets, key economic factors, and more with our robust Search tool. - [Filters](https://docs.countercyclical.io/fundamentals/search/filters.md): Refine search results with ease & save your favorite filters as Custom Filters - [Companies](https://docs.countercyclical.io/fundamentals/search/companies.md): Dive straight into the fundamentals of a business and see what a company looks like before you start collaborating with your team. - [Tabs](https://docs.countercyclical.io/fundamentals/search/companies/tabs.md) - [Overview](https://docs.countercyclical.io/fundamentals/search/companies/tabs/overview.md) - [Capital Structure](https://docs.countercyclical.io/fundamentals/search/companies/tabs/capital-structure.md) - [Income Statement](https://docs.countercyclical.io/fundamentals/search/companies/tabs/income-statement.md) - [Cash Flows](https://docs.countercyclical.io/fundamentals/search/companies/tabs/cash-flows.md) - [Balance Sheet](https://docs.countercyclical.io/fundamentals/search/companies/tabs/balance-sheet.md) - [Returns](https://docs.countercyclical.io/fundamentals/search/companies/tabs/returns.md) - [Multiples](https://docs.countercyclical.io/fundamentals/search/companies/tabs/multiples.md) - [Insiders](https://docs.countercyclical.io/fundamentals/search/companies/tabs/insiders.md) - [Filings](https://docs.countercyclical.io/fundamentals/search/companies/tabs/filings.md) - [Charts](https://docs.countercyclical.io/fundamentals/search/companies/charts.md): Dynamically plot fundamentals, metrics, and more when researching assets with our charting tools. - [Tables](https://docs.countercyclical.io/fundamentals/search/companies/tables.md) - [Quick Creation](https://docs.countercyclical.io/fundamentals/search/companies/quick-creation.md): Quickly create an investment for collaborating or jump straight into valuing the company with Quick Creation. - [Economic Data](https://docs.countercyclical.io/fundamentals/search/economic-data.md): Research macroeconomic data with ease - [Model Syncing](https://docs.countercyclical.io/fundamentals/search/model-syncing.md): Sync fundamental data between Countercyclical and your favorite spreadsheet providers. - [Investments](https://docs.countercyclical.io/fundamentals/investments.md): Create investments to value assets in a collaborative and streamlined manner. - [Tabs](https://docs.countercyclical.io/fundamentals/investments/tabs.md): Navigate each investment with ease and without friction. - [Overview](https://docs.countercyclical.io/fundamentals/investments/tabs/overview.md): Get key insights and details delivered to you the second you create an investment. - [Analysis](https://docs.countercyclical.io/fundamentals/investments/tabs/analysis.md): Quickly access fundamental information about your investment in just a single click. - [Valuations](https://docs.countercyclical.io/fundamentals/investments/tabs/valuations.md): See all the valuations associated with a particular investment. - [Versions](https://docs.countercyclical.io/fundamentals/investments/tabs/versions.md) - [Settings](https://docs.countercyclical.io/fundamentals/investments/tabs/settings.md) - [Filtering](https://docs.countercyclical.io/fundamentals/investments/filtering.md): Refine your investments based on who they've been shared with, what category they fall under, and more. - [Actions](https://docs.countercyclical.io/fundamentals/investments/actions.md): Get the most out of Countercyclical by customizing and using Investment Actions on Countercyclical. - [Comments](https://docs.countercyclical.io/fundamentals/investments/comments.md): A dedicated place in each investment where you can collaborate with your team on insights, valuations, and more. - [Invitations and Sharing](https://docs.countercyclical.io/fundamentals/investments/invitations-and-sharing.md): Invite workspace members to your investments to collaborate, comment, and work on valuations. - [Invite](https://docs.countercyclical.io/fundamentals/investments/invitations-and-sharing/invite.md) - [Share](https://docs.countercyclical.io/fundamentals/investments/invitations-and-sharing/share.md): Create a shareable link to allow anyone to quickly view your work. - [Quick Versioning](https://docs.countercyclical.io/fundamentals/investments/quick-versioning.md): Supercharge your versioning of investments at specific snapshots in time, and then recall them at a moment's notice. - [Valuations (Legacy)](https://docs.countercyclical.io/fundamentals/valuations-legacy.md): Decode hidden value with our Valuations feature - purpose-built for amplifying your strategic investment insights. - [Sensitivity Analysis](https://docs.countercyclical.io/fundamentals/valuations-legacy/sensitivity-analysis.md): Consider different scenarios and assess the risk continuum of your investments with our sensitivity analysis feature. - [Assumptions](https://docs.countercyclical.io/fundamentals/valuations-legacy/assumptions.md): Reuse inputs to your Valuations across many Investments in your workspace. - [Memos](https://docs.countercyclical.io/fundamentals/memos.md): Craft compelling stories around the insights you discover with Memos! - [Sources](https://docs.countercyclical.io/fundamentals/memos/sources.md): Seamlessly hook all of your research findings directly into your Memos to tell the right story. - [Telemetry Mode](https://docs.countercyclical.io/fundamentals/memos/telemetry-mode.md): Real-time, collaborative "research-forward" data science notebook - [Teams](https://docs.countercyclical.io/fundamentals/teams.md): Create, invite, and organize members and their visibility on investments and valuations. - [Actions](https://docs.countercyclical.io/fundamentals/teams/actions.md) - [Tabs](https://docs.countercyclical.io/fundamentals/teams/tabs.md) - [Overview](https://docs.countercyclical.io/fundamentals/teams/tabs/overview.md) - [Members](https://docs.countercyclical.io/fundamentals/teams/tabs/members.md) - [Settings](https://docs.countercyclical.io/fundamentals/teams/tabs/settings.md) - [Pipelines](https://docs.countercyclical.io/fundamentals/pipelines.md): Streamline and visualized the entire flow of your team's investment process. - [Relations](https://docs.countercyclical.io/fundamentals/relations.md): Relationship & business intelligence feature add-on for managing your professional relationships alongside your existing investment research & due diligence. - [Dashboards](https://docs.countercyclical.io/fundamentals/relations/dashboards.md): Build elegant, feature-rich reports in a matter of seconds, not days. - [Lists](https://docs.countercyclical.io/fundamentals/relations/lists.md): Build custom contact lists for people or companies based on dynamic attributes for every entry. - [Notes](https://docs.countercyclical.io/fundamentals/relations/notes.md) - [Tasks](https://docs.countercyclical.io/fundamentals/relations/tasks.md) - [Terrace](https://docs.countercyclical.io/fundamentals/terrace.md): Countercyclical's proprietary AI feature that's been purpose-built for surfacing off-balance sheet (OBS) liabilities such as synthetic leverage, variable interest entities (VIEs), guarantees, and more - [Profile](https://docs.countercyclical.io/fundamentals/profile.md): Quickly access & manage your profile information. - [Bookmarks](https://docs.countercyclical.io/fundamentals/profile/bookmarks.md): Save your favorite links to your own profile for quick access. - [Tabs](https://docs.countercyclical.io/fundamentals/profile/tabs.md) - [Overview](https://docs.countercyclical.io/fundamentals/profile/tabs/overview.md) - [Assumptions](https://docs.countercyclical.io/fundamentals/profile/tabs/assumptions.md) - [Custom Rows](https://docs.countercyclical.io/fundamentals/profile/tabs/assumptions/custom-rows.md) - [Templates](https://docs.countercyclical.io/fundamentals/profile/tabs/templates.md): Create reusable preferences across the investments and valuations you create in your workspace - [Scorecard](https://docs.countercyclical.io/fundamentals/profile/tabs/scorecard.md) - [Settings](https://docs.countercyclical.io/fundamentals/settings.md): Make adjustments to your account and workspace, manage your plans, and more. - [Account](https://docs.countercyclical.io/fundamentals/settings/account.md): Account-level settings such as general information & preferences, account security, and managing your plan - [General](https://docs.countercyclical.io/fundamentals/settings/account/general.md): Manage your account-specific information easily - [Connected Accounts](https://docs.countercyclical.io/fundamentals/settings/account/general/connected-accounts.md): Connect third-party services to Countercyclical. - [Google Sheets](https://docs.countercyclical.io/fundamentals/settings/account/general/connected-accounts/google-sheets.md): Sync fundamental data directly to Google Sheets. - [Google Drive](https://docs.countercyclical.io/fundamentals/settings/account/general/connected-accounts/google-drive.md): Connect your Google Drive to search for files in your Command Palette without leaving Countercyclical. - [Preferences](https://docs.countercyclical.io/fundamentals/settings/account/preferences.md): Manage your account-level preferences to optimize and tailor a workspace that's just for you. - [Notifications](https://docs.countercyclical.io/fundamentals/settings/account/notifications.md): Trigger custom alerts based on certain actions performed on the platform - [Sessions](https://docs.countercyclical.io/fundamentals/settings/account/sessions.md): Manage all of your logins in one place to see where you're account has been accessed. - [Account Security](https://docs.countercyclical.io/fundamentals/settings/account/account-security.md): Add additional layers of security to your account such as MFA or export user-level data from Countercyclical - [Plans](https://docs.countercyclical.io/fundamentals/settings/account/plans.md): Handle billing for your workspace and all of its associated members. - [Workspace](https://docs.countercyclical.io/fundamentals/settings/workspace.md): Workspace-level settings such as general information & preferences, advanced settings for your workspace, workspace-level security, and managing your integrations - [General](https://docs.countercyclical.io/fundamentals/settings/workspace/general.md): Edit and update the details of your workspace at any time. - [Advanced](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced.md): Find advanced workspace settings below such as access & identity controls, workspace analytics, and developer settings - [Access](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/access.md) - [Identity](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/identity.md) - [Appearance](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/appearance.md) - [Usage](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/usage.md) - [Developers](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/developers.md): Create API keys and webhooks to build custom logic for your workspace! - [Permissions](https://docs.countercyclical.io/fundamentals/settings/workspace/permissions.md): Add members to your workspace and assign them roles, along with adding verified domains to your workspace for ease of joining. - [Integrations](https://docs.countercyclical.io/fundamentals/settings/workspace/integrations.md): Workspace-level integrations for building powerful workflows with your favorite tools - [Workspace Security](https://docs.countercyclical.io/fundamentals/settings/workspace/workspace-security.md) - [SAML SSO](https://docs.countercyclical.io/fundamentals/settings/workspace/workspace-security/saml-sso.md): Set up a verified domain & allow users with that domain their email address to easily access your workspace. - [Audit Logs](https://docs.countercyclical.io/fundamentals/settings/workspace/workspace-security/audit-logs.md): Quickly review the actions performed by members within your workspace. - [About](https://docs.countercyclical.io/fundamentals/settings/workspace/about.md): Learn a bit more about Countercyclical --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.countercyclical.io/fundamentals.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.