Quick Versioning
Supercharge your versioning of investments at specific snapshots in time, and then recall them at a moment's notice.
Last updated
Supercharge your versioning of investments at specific snapshots in time, and then recall them at a moment's notice.
Last updated
Versioning functionality is only available on paid plans.
Versioning allows you to see changes made to an investment within Countercyclical, along with who made it and when the version was created.
The information captured within a version includes valuation data, comments (coming soon), and more.
We've made Quick Versioning in Countercyclical super simple, and we give you a few options to save your investments at any given moment in time.
There are two ways to create a manual version of an investment in Countercyclical:
By performing the keyboard shortcut ⌘ ⌥ S, you can open the Version History modal and create a version to save with a description.
Clicking the button titled "+ New Version" will prompt you with the same card that you'd get with the shortcut.
Restoring a version of the investment is as simple as clicking the "Change Version" button, and selecting which version you would like to view the investment at.
Quick Creating a Version: ⌘ ⌥ S
Quick Switching Between Versions: ^ ⌥ {Number of Version}
Have any questions or feedback? Feel free to reach out at contact@countercyclical.io.
