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On this page
  • What are Investment Actions?
  • Investment Actions in Countercyclical
  • Favorite an Investment
  • Lock an Investment
  • Archive an Investment
  • Copy Link to Investment
  • Open Investment in New Window
  • Share Investment
  • Rename Investment
  • Create Template from Investment
  • Transfer an Investment
  • Duplicate an Investment
  • Export an Investment
  • Go to an Investment's Settings
  • Delete an Investment
  • Investment Actions in Countercyclical
  1. Fundamentals
  2. Investments

Actions

Get the most out of Countercyclical by customizing and using Investment Actions on Countercyclical.

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Last updated 6 months ago

What are Investment Actions?

Investment Actions are common functions that can be made on any investment.

Specific actions may only be performable based on a member's permissions within a workspace and their permissions on that investment.

Investment Actions in Countercyclical

The following actions can be taken on an investment within Countercyclical:

Favorite an Investment

Favoriting an investment adds the investment to your Favorites.

This is a curated list of items that you can reference at any time that are personal to you & allow for quick access within a workspace.

Lock an Investment

This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.

Archive an Investment

This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.

To access the archived investments in your workspace that you have permission to see, you can filter for archived investments by selecting the "Archived" option in the Category dropdown on the Investments page:

Copy Link to Investment

Copying a link to an investment is useful for sharing with other users outside of Countercyclical or simply using for your own reference in your clipboard.

After copying a link to an investment, you will notice a popup in the bottom right-hand corner of the screen showing you the title of which investment you copied the link to:

Open Investment in New Window

Share Investment

Please refer to those pages to learn more about this feature.

Rename Investment

This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.

By default, when an investment is created, it is given the official corporate name from the service provider Countercyclical uses as its name.

Renaming an investment allows a member to change what the investment is called.

Create Template from Investment

This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.

Templates are an integral part of Countercyclical and allow members to streamline the creation of shared investments and valuations based on their teams and what assumptions are most important to the scenarios an analyst might be covering.

Transfer an Investment

This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.

Transferring an investment allows an investment owner to transfer the investment to another member or team in their workspace.

Members on a Pro plan can transfer an investment to Organizational workspaces.

Duplicate an Investment

This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.

Duplicating an investment in Countercyclical is a useful way to research a company with a different team or group of collaborators to segment visibility between teams.

Rather, the investment, its invited members (collaborators), and the valuations created within the investment are duplicated.

Comments and other sensitive information are not converted over to duplicated investments.

Export an Investment

This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.

Go to an Investment's Settings

This route is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.

Selecting the Settings tab in the Investment Actions dropdown will bring you to the investment's settings section

Delete an Investment

This action is irreversible and archiving an investment is recommended in most cases.

This functionality is only available for Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors to perform.

Deleting an investment on Countercyclical.

In order to delete an investment, you will need to type in the auto-generated phrase that you see when the popup displays:

Investment Actions in Countercyclical

To learn more about Workspace and Investment Permissions, please refer to the and pages.

Archiving an investment turns the entire investment (and its valuations) into a read-only state. These investments are still shown with the other investments when you visit the page in Countercyclical, unlike (see below).

To learn more about Workspace and Investment Permissions, please refer to the and pages.

Archiving an investment turns the entire investment (and its valuations) into a read-only state and removes it from the general list of investments when you visit the page in Countercyclical.

This functionality is the same as what you will find on the page in .

To learn more about Workspace and Investment Permissions, please refer to the and pages in our documentation on this site.

To learn more about Workspace and Investment Permissions, please refer to the and pages in our documentation on this site.

To learn more about , please visit its dedicated page in our documentation on this site.

To learn more about Workspace and Investment Permissions, please refer to the and pages in our documentation on this site.

To learn more about Workspace and Investment Permissions, please refer to the and pages in our documentation on this site.

To learn more about Workspace and Investment Permissions, please refer to the and pages in our documentation on this site.

To learn more about Workspace and Investment Permissions, please refer to the and pages in our documentation on this site.

To learn more about Workspace and Investment Permissions, please refer to the and pages in our documentation on this site.

Permissions
Share
Permissions
Share
Investments
Share
Invitations and Sharing
Permissions
Share
Permissions
Share
Templates
Permissions
Share
Permissions
Share
Permissions
Share
Permissions
Share
Permissions
Share
Investments
Archived Investments
Investment Actions
Investments -> Category -> Archived
Investments -> Rename Investment
Investment -> Settings
Investments -> Delete Investment