Quick Versioning

Supercharge your versioning of investments at specific snapshots in time, and then recall them at a moment's notice.

Versioning functionality is only available on paid plans. Please visit our pricing page for more information

Investments -> Quick Versioning

What is Versioning?

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.

How to Use Quick Versioning

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.

Creating a Manual Version

There are two ways to create a manual version of an investment in Countercyclical:

Investment -> Overview -> Creating a Manual Version (⌘ ⌥ S)

Option 1 - Keyboard Shortcut (Recommended)

By performing the keyboard shortcut ⌘ ⌥ S, you can open the Version History modal and create a version to save with a description.

Option 2 - New Version Button

Clicking the button titled "+ New Version" will prompt you with the same card that you'd get with the shortcut.

Restoring a Version

Investment -> Quick Versioning

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.

Keyboard Shortcuts

• Quick Creating a Version: ⌘ ⌥ S

• Quick Switching Between Versions: ^ ⌥ {Number of Version}

Have any questions or feedback? Feel free to reach out at [email protected].