Search
Discover assets, key economic factors, and more with our robust Search tool.
The Search feature on our institutional investment research software platform allows users to efficiently locate and retrieve information relevant to their investment needs. This tool is designed to streamline the research process by providing quick access to a vast database of reports, market data, news, and analysis.
Key Features
Comprehensive Data Coverage: Access a wide range of data sources including market insights, companies and their financial statements, news articles, and proprietary research.
Advanced Filtering Options: Narrow down search results using various filters such as date range, asset type, region, and more.
Smart Search Algorithms: Benefit from intelligent search algorithms that prioritize the most relevant and recent information.
Saved Searches: Save frequently used search queries for quick access in the future.
Export Options: Export search results to various formats like PDF, Excel, and CSV for further analysis and reporting.
Getting Started
To use the Search feature, follow these steps:
Accessing the Search Tool
Login: Ensure you are logged into the platform with your credentials.
Navigate to Search: From the main dashboard, click on the "Search" tab located in the left sidebar.
Performing a Basic Search
In the search bar, type in relevant keywords or phrases (no need to press the "Enter" key or click any Search" buttons).
Using Advanced Search
For a more targeted search, utilize the advanced search options:
Advanced Search Options: Click on the "Filter" dropdown next to the search bar.
Filters: Apply Custom Filterssuch as:
Date Range: Specify the time period for the data you are interested in.
Line Items: Determine certain line items such as free cash flow to firm or enterprise value to get the most accurate range of assets.
Asset Type: Choose from equities, bonds, commodities, etc.
Region: Select specific geographic regions.
Search: Click the "Apply Filter" button to view the filtered results.
Viewing Search Results
Results Display: Search results are displayed in a list format.
Sort Options: Sort results by relevance, date, or source.
Preview: Hover over a result to see a brief preview of the content.
Detailed View: Click on a result to open the full document or report.
Saving Searches
Save Search Query: After performing a search, searches will be saved below your search bar.
Access Saved Searches: Saved searches can be accessed from the "Saved Searches" at any time under the Search bar.
Exporting Results
Select Results: Choose the results you wish to export by checking the boxes next to each item.
Export Options: Click on the "Export" button in the "Filter" dropdown and select the desired format (PDF, Excel, CSV).
Download: The selected results will be compiled and downloaded to your device.
Tips for Effective Searching
Use Specific Keywords: Narrow your search with specific terms to get more relevant results.
Leverage Filters: Apply multiple filters to zero in on the exact data you need.
Boolean Operators: Use operators like AND, OR, and NOT to refine your search criteria.
Review Saved Searches: Regularly review and update your saved searches to ensure they remain relevant.
The Search feature is a powerful tool designed to enhance your investment research process. By utilizing its advanced capabilities, you can efficiently gather and analyze the information needed to make informed investment decisions.
Have any feedback? Feel free to reach out at feedback@countercyclical.io
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