Model Syncing
Sync fundamental data between Countercyclical and your favorite spreadsheet providers.
Microsoft Excel support for this feature is currently in progress!
What is Model Syncing?
Model Syncing allows users to seamlessly sync fundamental financial data from Countercyclical to Google Sheets for extensive financial modeling capabilities.
This feature is designed for institutional investors, analysts, and researchers who need to work with historical financial data across multiple companies in a spreadsheet environment they're already familiar with.
With Model Syncing, you can:
Select multiple companies at once to sync with your spreadsheet provider.
Select from a variety of financial insights & statements to sync, including:
Balance Sheet
Income Statement
Cash Flows
Revenue Segments (Product Line and Geography)
Key Performance Metrics
And more.
Choose a date range of up to 30 years of historical data.
Simultaneously create models in Google Sheets.
Each new sync will create a separate spreadsheet for each company that's synced, even if you've made a sync in the past.
Users can sync up to 3 companies at once.
This is to establish data boundaries in the event you want to update your modify your sheet after the sync.
Requirements
You can link your Google Drive account (for Google Sheets) under the Connected Accounts tab in your Account Settings (Settings > Account > General > Connected Accounts)
Google Sheets requires a Google account with Google Drive access.
Using Model Syncing
Model Syncing is available on Search after you've queried for companies and selected, at least, one result:
Steps to Sync Data
After selecting at least one company in the Search result list, click on the "Sync to..." button to show the Model Syncing feature:
Choose Tabs
Select which financial statements & insights you’d like to include in your model.
Pick a Date Range
Select a start and end date for the historical data (up to 30 years).
Choose Spreadsheet Services
Select Google Sheets
If selecting Google Sheets, make sure you've connected your Google Drive account to Countercyclical.
Syncing to Google Sheets requires that you have a Connected Account in your settings.
You can connect your Google Drive in your Account Settings (Settings > Account > General > Connected Accounts)
Start Syncing
Click "Sync" to begin syncing.
Countercyclical will create a new spreadsheet in the provider(s) you selected.
Review and Use Data
Once synced, your spreadsheet will include separate tabs for each report you selected iin Countercyclical.
If you notice any data inaccuracies, please reach out to us immediately at [email protected]
FAQ
What type of companies do you support for this feature?
We support all of the companies you can search for & find on Countercyclical for fundamental model syncing!
What if a company's financials update after I have initiated a sync?
We capture the data as-is when you initiate the sync between Countercyclical and your spreadsheet provider of choice.
In the event a company updates their financials, you may need to create a new sync (with a new model) to capture theses changes effectively.
Last updated