Sources

Seamlessly hook all of your research findings directly into your Memos to tell the right story.

Sources are generally available to our Enterprise users. Please set up a time to talk with our team or send us an email at [e-mail]

What are Sources?

'Sources' is a powerful tool that allows users to seamlessly connect their research findings directly into Memos. By integrating data from various sources, users can enrich their Memos with comprehensive and visual representations of their research.

Key Features

• Data Selection: Choose from platform data, custom data sources, 'Investments', and 'Valuations'.

• Visualization Types: Select the appropriate visualization format, such as charts or tables, to best represent your data.

• Integration with Memos: Directly render selected data into your Memos for easy reference and analysis.

Using the 'Sources' Feature

Step 1: Accessing the Sources Feature

1. Navigate to the Memo where you want to include research findings.

2. Click on the 'Add' button in 'Sources' section of the Memo.

Step 2: Selecting Data

You have several options for selecting the data you want to incorporate into your Memo:

Platform Data

• Available Data: Choose from a wide range of pre-integrated data available on the platform.

Custom Data Sources

• Add Custom Data: Import your own data sets to the platform.

Investments

Utilize data from your 'Investments' with ease.

Valuations

Access data from your 'Valuations'.

Step 3: Selecting Visualization Type

Once you have selected the data, choose how you want it to be visualized in your Memo. Available visualization types include:

• Chart: Visualize your data in various chart formats (e.g., bar, line, pie).

  • Customization: Customize the chart type, colors, labels, and other settings to best represent your data.

• Table: Display your data in a structured table format.

  • Customization: Customize the table columns, sorting options, and data filters.

Step 4: Rendering the Visualization

After selecting the visualization type, render the data on your Memo page:

1. Preview: Use the preview function to see how your data will appear in the Memo.

2. Adjust: Make any necessary adjustments to the visualization settings.

3. Insert: Click the 'Insert' button to add the visualization to your Memo.

The 'Sources' feature is an essential tool for value investors using Countercyclical. By connecting their research findings directly into Memos and visualizing data effectively, users can create comprehensive, insightful, and well-documented analyses that tell stories that leave an impact.