Search
Discover assets, key economic factors, and more with our robust Search tool.
Last updated
Discover assets, key economic factors, and more with our robust Search tool.
Last updated
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.
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.
To use the Search feature, follow these steps:
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.
In the search bar, type in relevant keywords or phrases (no need to press the "Enter" key or click any Search" buttons).
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 such 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.
Optional: Saving Filters as a Custom Filter: Click the "Save as Custom Filter" button to save the filters for reuse at a future date.
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.
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.
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.
This feature is generally available on our Enterprise plan. Please schedule a call with us to learn more.
Code-named "A.D.E." (Asset Discovery Engine), Countercyclical has a purpose-built, AI-fueled query engine designed solely for giving users the ability to uncover hard-to-find insights by running complex permutations across large data sets.
Have any feedback? Feel free to reach out at feedback@countercyclical.io
