# Countercyclical Docs

## Docs

- [Welcome to Countercyclical](https://docs.countercyclical.io/welcome-to-countercyclical.md): Countercyclical is the definitive investment research and valuation platform built for financial analysts, teams, and organizations looking to discover hidden value in the capital markets.
- [Terminology](https://docs.countercyclical.io/guides/terminology.md): Some useful Countercyclical-related terminology as you're using the platform.
- [Platforms](https://docs.countercyclical.io/guides/platforms.md): Countercyclical is available on a variety of different browsers and operating systems.
- [Creating an Account](https://docs.countercyclical.io/guides/creating-an-account.md): Get up and running on Countercyclical by creating your account below.
- [Creating or Joining a Workspace](https://docs.countercyclical.io/guides/creating-or-joining-a-workspace.md): Create more than one workspace within your account.
- [Creating an Investment](https://docs.countercyclical.io/guides/creating-an-investment.md): Discover business value in a bottom-up manner.
- [Creating a Valuation](https://docs.countercyclical.io/guides/creating-a-valuation.md): Establish a solidified foundation for informed investment decisions with Valuations on Countercyclical.
- [Creating a Team](https://docs.countercyclical.io/guides/creating-a-team.md): Create teams to group users and their visibility on investments, valuations, and more.
- [Integrations](https://docs.countercyclical.io/guides/integrations.md): Learn about all of our built-in integrations on Countercyclical!
- [Airbyte](https://docs.countercyclical.io/guides/integrations/airbyte.md): Leverage our official Airbyte connector to manage all of your data transfer needs.
- [Integrately](https://docs.countercyclical.io/guides/integrations/integrately.md)
- [Box](https://docs.countercyclical.io/guides/integrations/box.md): Search & sync your Box files directly in Countercyclical
- [Dropbox](https://docs.countercyclical.io/guides/integrations/dropbox.md): Search & sync your Dropbox files directly in Countercyclical
- [Gmail](https://docs.countercyclical.io/guides/integrations/gmail.md): Sync your Gmail & Google Calendar in a single connection to Countercyclical
- [Google Drive](https://docs.countercyclical.io/guides/integrations/google-drive.md): Search & sync your Google Drive files and folders directly in Countercyclical
- [Google Sheets](https://docs.countercyclical.io/guides/integrations/google-sheets.md): Sync fundamental data from companies as models in Google Sheets
- [Microsoft Outlook 365](https://docs.countercyclical.io/guides/integrations/microsoft-outlook-365.md): Sync your Microsoft Outlook 365 Mail & Calendar in a single connection to Countercyclical
- [Make](https://docs.countercyclical.io/guides/integrations/make.md): Leverage our official Make integration to manage your Investments on Countercyclical.
- [Microsoft OneDrive](https://docs.countercyclical.io/guides/integrations/microsoft-onedrive.md): Search & sync your Microsoft OneDrive files and folders directly in Countercyclical
- [Microsoft OneNote](https://docs.countercyclical.io/guides/integrations/microsoft-onenote.md): Dynamically sync your research between Countercyclical & Microsoft OneNote
- [Microsoft SharePoint](https://docs.countercyclical.io/guides/integrations/microsoft-sharepoint.md): Search & sync your Microsoft SharePoint files and folders directly in Countercyclical
- [Notion](https://docs.countercyclical.io/guides/integrations/notion.md): Access your Notion pages & sync to your databases directly from Countercyclical
- [Zapier](https://docs.countercyclical.io/guides/integrations/zapier.md): Connect thousands of leading productivity tools right into Countercyclical!
- [Workspaces](https://docs.countercyclical.io/fundamentals/workspaces.md): Create or join a place where all your resources for your investment research & due diligence processes can live.
- [Navigation](https://docs.countercyclical.io/fundamentals/navigation.md): Quickly move around Countercyclical with keyboard shortcuts, Tabs, a command palette, and more.
- [Tabs](https://docs.countercyclical.io/fundamentals/navigation/tabs.md): Add multiple tabs to save, revisit, and split up views based on what's most important to you.
- [Favorites](https://docs.countercyclical.io/fundamentals/navigation/favorites.md): Quickly access the items in your workspace that are most important to you.
- [Command Palette](https://docs.countercyclical.io/fundamentals/navigation/command-palette.md): Quickly access the most important parts of your investment process with a single keyboard shortcut.
- [Exploration & Recents](https://docs.countercyclical.io/fundamentals/navigation/exploration-and-recents.md): Use keyboard shortcuts to get where you need to go, fast.
- [List vs. Grid View](https://docs.countercyclical.io/fundamentals/navigation/list-vs.-grid-view.md): Set up your investments, teams, valuations and more based on what looks best to you!
- [Quick Actions](https://docs.countercyclical.io/fundamentals/navigation/quick-actions.md): Create different items within your workspace in a few keystrokes.
- [Offline Mode](https://docs.countercyclical.io/fundamentals/navigation/offline-mode.md): Learn about how Countercyclical works when you're not connected to the internet.
- [Companies](https://docs.countercyclical.io/fundamentals/companies.md)
- [Search](https://docs.countercyclical.io/fundamentals/search.md): Discover assets, key economic factors, and more with our robust Search tool.
- [Filters](https://docs.countercyclical.io/fundamentals/search/filters.md): Refine search results with ease & save your favorite filters as Custom Filters
- [Companies](https://docs.countercyclical.io/fundamentals/search/companies.md): Dive straight into the fundamentals of a business and see what a company looks like before you start collaborating with your team.
- [Tabs](https://docs.countercyclical.io/fundamentals/search/companies/tabs.md)
- [Overview](https://docs.countercyclical.io/fundamentals/search/companies/tabs/overview.md)
- [Capital Structure](https://docs.countercyclical.io/fundamentals/search/companies/tabs/capital-structure.md)
- [Income Statement](https://docs.countercyclical.io/fundamentals/search/companies/tabs/income-statement.md)
- [Cash Flows](https://docs.countercyclical.io/fundamentals/search/companies/tabs/cash-flows.md)
- [Balance Sheet](https://docs.countercyclical.io/fundamentals/search/companies/tabs/balance-sheet.md)
- [Returns](https://docs.countercyclical.io/fundamentals/search/companies/tabs/returns.md)
- [Multiples](https://docs.countercyclical.io/fundamentals/search/companies/tabs/multiples.md)
- [Insiders](https://docs.countercyclical.io/fundamentals/search/companies/tabs/insiders.md)
- [Filings](https://docs.countercyclical.io/fundamentals/search/companies/tabs/filings.md)
- [Charts](https://docs.countercyclical.io/fundamentals/search/companies/charts.md): Dynamically plot fundamentals, metrics, and more when researching assets with our charting tools.
- [Tables](https://docs.countercyclical.io/fundamentals/search/companies/tables.md)
- [Quick Creation](https://docs.countercyclical.io/fundamentals/search/companies/quick-creation.md): Quickly create an investment for collaborating or jump straight into valuing the company with Quick Creation.
- [Economic Data](https://docs.countercyclical.io/fundamentals/search/economic-data.md): Research macroeconomic data with ease
- [Model Syncing](https://docs.countercyclical.io/fundamentals/search/model-syncing.md): Sync fundamental data between Countercyclical and your favorite spreadsheet providers.
- [Investments](https://docs.countercyclical.io/fundamentals/investments.md): Create investments to value assets in a collaborative and streamlined manner.
- [Tabs](https://docs.countercyclical.io/fundamentals/investments/tabs.md): Navigate each investment with ease and without friction.
- [Overview](https://docs.countercyclical.io/fundamentals/investments/tabs/overview.md): Get key insights and details delivered to you the second you create an investment.
- [Analysis](https://docs.countercyclical.io/fundamentals/investments/tabs/analysis.md): Quickly access fundamental information about your investment in just a single click.
- [Valuations](https://docs.countercyclical.io/fundamentals/investments/tabs/valuations.md): See all the valuations associated with a particular investment.
- [Versions](https://docs.countercyclical.io/fundamentals/investments/tabs/versions.md)
- [Settings](https://docs.countercyclical.io/fundamentals/investments/tabs/settings.md)
- [Filtering](https://docs.countercyclical.io/fundamentals/investments/filtering.md): Refine your investments based on who they've been shared with, what category they fall under, and more.
- [Actions](https://docs.countercyclical.io/fundamentals/investments/actions.md): Get the most out of Countercyclical by customizing and using Investment Actions on Countercyclical.
- [Comments](https://docs.countercyclical.io/fundamentals/investments/comments.md): A dedicated place in each investment where you can collaborate with your team on insights, valuations, and more.
- [Invitations and Sharing](https://docs.countercyclical.io/fundamentals/investments/invitations-and-sharing.md): Invite workspace members to your investments to collaborate, comment, and work on valuations.
- [Invite](https://docs.countercyclical.io/fundamentals/investments/invitations-and-sharing/invite.md)
- [Share](https://docs.countercyclical.io/fundamentals/investments/invitations-and-sharing/share.md): Create a shareable link to allow anyone to quickly view your work.
- [Quick Versioning](https://docs.countercyclical.io/fundamentals/investments/quick-versioning.md): Supercharge your versioning of investments at specific snapshots in time, and then recall them at a moment's notice.
- [Valuations (Legacy)](https://docs.countercyclical.io/fundamentals/valuations-legacy.md): Decode hidden value with our Valuations feature - purpose-built for amplifying your strategic investment insights.
- [Sensitivity Analysis](https://docs.countercyclical.io/fundamentals/valuations-legacy/sensitivity-analysis.md): Consider different scenarios and assess the risk continuum of your investments with our sensitivity analysis feature.
- [Assumptions](https://docs.countercyclical.io/fundamentals/valuations-legacy/assumptions.md): Reuse inputs to your Valuations across many Investments in your workspace.
- [Memos](https://docs.countercyclical.io/fundamentals/memos.md): Craft compelling stories around the insights you discover with Memos!
- [Sources](https://docs.countercyclical.io/fundamentals/memos/sources.md): Seamlessly hook all of your research findings directly into your Memos to tell the right story.
- [Telemetry Mode](https://docs.countercyclical.io/fundamentals/memos/telemetry-mode.md): Real-time, collaborative "research-forward" data science notebook
- [Teams](https://docs.countercyclical.io/fundamentals/teams.md): Create, invite, and organize members and their visibility on investments and valuations.
- [Actions](https://docs.countercyclical.io/fundamentals/teams/actions.md)
- [Tabs](https://docs.countercyclical.io/fundamentals/teams/tabs.md)
- [Overview](https://docs.countercyclical.io/fundamentals/teams/tabs/overview.md)
- [Members](https://docs.countercyclical.io/fundamentals/teams/tabs/members.md)
- [Settings](https://docs.countercyclical.io/fundamentals/teams/tabs/settings.md)
- [Pipelines](https://docs.countercyclical.io/fundamentals/pipelines.md): Streamline and visualized the entire flow of your team's investment process.
- [Relations](https://docs.countercyclical.io/fundamentals/relations.md): Relationship & business intelligence feature add-on for managing your professional relationships alongside your existing investment research & due diligence.
- [Dashboards](https://docs.countercyclical.io/fundamentals/relations/dashboards.md): Build elegant, feature-rich reports in a matter of seconds, not days.
- [Lists](https://docs.countercyclical.io/fundamentals/relations/lists.md): Build custom contact lists for people or companies based on dynamic attributes for every entry.
- [Notes](https://docs.countercyclical.io/fundamentals/relations/notes.md)
- [Tasks](https://docs.countercyclical.io/fundamentals/relations/tasks.md)
- [Terrace](https://docs.countercyclical.io/fundamentals/terrace.md): Countercyclical's proprietary AI feature that's been purpose-built for surfacing off-balance sheet (OBS) liabilities such as synthetic leverage, variable interest entities (VIEs), guarantees, and more
- [Profile](https://docs.countercyclical.io/fundamentals/profile.md): Quickly access & manage your profile information.
- [Bookmarks](https://docs.countercyclical.io/fundamentals/profile/bookmarks.md): Save your favorite links to your own profile for quick access.
- [Tabs](https://docs.countercyclical.io/fundamentals/profile/tabs.md)
- [Overview](https://docs.countercyclical.io/fundamentals/profile/tabs/overview.md)
- [Assumptions](https://docs.countercyclical.io/fundamentals/profile/tabs/assumptions.md)
- [Custom Rows](https://docs.countercyclical.io/fundamentals/profile/tabs/assumptions/custom-rows.md)
- [Templates](https://docs.countercyclical.io/fundamentals/profile/tabs/templates.md): Create reusable preferences across the investments and valuations you create in your workspace
- [Scorecard](https://docs.countercyclical.io/fundamentals/profile/tabs/scorecard.md)
- [Settings](https://docs.countercyclical.io/fundamentals/settings.md): Make adjustments to your account and workspace, manage your plans, and more.
- [Account](https://docs.countercyclical.io/fundamentals/settings/account.md): Account-level settings such as general information & preferences, account security, and managing your plan
- [General](https://docs.countercyclical.io/fundamentals/settings/account/general.md): Manage your account-specific information easily
- [Connected Accounts](https://docs.countercyclical.io/fundamentals/settings/account/general/connected-accounts.md): Connect third-party services to Countercyclical.
- [Google Sheets](https://docs.countercyclical.io/fundamentals/settings/account/general/connected-accounts/google-sheets.md): Sync fundamental data directly to Google Sheets.
- [Google Drive](https://docs.countercyclical.io/fundamentals/settings/account/general/connected-accounts/google-drive.md): Connect your Google Drive to search for files in your Command Palette without leaving Countercyclical.
- [Preferences](https://docs.countercyclical.io/fundamentals/settings/account/preferences.md): Manage your account-level preferences to optimize and tailor a workspace that's just for you.
- [Notifications](https://docs.countercyclical.io/fundamentals/settings/account/notifications.md): Trigger custom alerts based on certain actions performed on the platform
- [Sessions](https://docs.countercyclical.io/fundamentals/settings/account/sessions.md): Manage all of your logins in one place to see where you're account has been accessed.
- [Account Security](https://docs.countercyclical.io/fundamentals/settings/account/account-security.md): Add additional layers of security to your account such as MFA or export user-level data from Countercyclical
- [Plans](https://docs.countercyclical.io/fundamentals/settings/account/plans.md): Handle billing for your workspace and all of its associated members.
- [Workspace](https://docs.countercyclical.io/fundamentals/settings/workspace.md): Workspace-level settings such as general information & preferences, advanced settings for your workspace, workspace-level security, and managing your integrations
- [General](https://docs.countercyclical.io/fundamentals/settings/workspace/general.md): Edit and update the details of your workspace at any time.
- [Advanced](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced.md): Find advanced workspace settings below such as access & identity controls, workspace analytics, and developer settings
- [Access](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/access.md)
- [Identity](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/identity.md)
- [Appearance](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/appearance.md)
- [Usage](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/usage.md)
- [Developers](https://docs.countercyclical.io/fundamentals/settings/workspace/advanced/developers.md): Create API keys and webhooks to build custom logic for your workspace!
- [Permissions](https://docs.countercyclical.io/fundamentals/settings/workspace/permissions.md): Add members to your workspace and assign them roles, along with adding verified domains to your workspace for ease of joining.
- [Integrations](https://docs.countercyclical.io/fundamentals/settings/workspace/integrations.md): Workspace-level integrations for building powerful workflows with your favorite tools
- [Workspace Security](https://docs.countercyclical.io/fundamentals/settings/workspace/workspace-security.md)
- [SAML SSO](https://docs.countercyclical.io/fundamentals/settings/workspace/workspace-security/saml-sso.md): Set up a verified domain & allow users with that domain their email address to easily access your workspace.
- [Audit Logs](https://docs.countercyclical.io/fundamentals/settings/workspace/workspace-security/audit-logs.md): Quickly review the actions performed by members within your workspace.
- [About](https://docs.countercyclical.io/fundamentals/settings/workspace/about.md): Learn a bit more about Countercyclical
- [For Analysts](https://docs.countercyclical.io/use-cases/for-analysts.md): Craft a bespoke workflow to get the most out of the financial insights most important to you.
- [For Research Teams](https://docs.countercyclical.io/use-cases/for-research-teams.md): Expand your horizons by bringing your entire team through the steps most important to your investment process.
- [For Organizations](https://docs.countercyclical.io/use-cases/for-organizations.md): Drive forward without any loss of momentum and preserve attention at each step of the way.
- [For Education](https://docs.countercyclical.io/use-cases/for-education.md): Get unparalleled financial insight in the classroom at a fraction of the cost of other commercial offerings
- [Getting Started](https://docs.countercyclical.io/developers/getting-started.md): Empower your engineering teams to build custom tooling and functionality that extends Countercyclical.
- [Authentication](https://docs.countercyclical.io/developers/authentication.md): Learn how to authenticate with Countercyclical's API.
- [Pagination](https://docs.countercyclical.io/developers/pagination.md)
- [Rate Limiting](https://docs.countercyclical.io/developers/rate-limiting.md)
- [Versioning](https://docs.countercyclical.io/developers/versioning.md)
- [Endpoints](https://docs.countercyclical.io/developers/endpoints.md): Find all of the endpoints available on the Countercyclical API below
- [Investments](https://docs.countercyclical.io/developers/endpoints/investments.md)
- [Valuations](https://docs.countercyclical.io/developers/endpoints/valuations.md)
- [Memos](https://docs.countercyclical.io/developers/endpoints/memos.md)
- [Teams](https://docs.countercyclical.io/developers/endpoints/teams.md)
- [Assumptions](https://docs.countercyclical.io/developers/endpoints/assumptions.md)
- [Pipelines](https://docs.countercyclical.io/developers/endpoints/pipelines.md)
- [Integrations](https://docs.countercyclical.io/developers/endpoints/integrations.md)
- [Zapier](https://docs.countercyclical.io/developers/endpoints/integrations/zapier.md): API endpoints related to our integration with Zapier
- [Make](https://docs.countercyclical.io/developers/endpoints/integrations/make.md): API endpoints related to our integration with Make
- [OAuth 2.0 Applications](https://docs.countercyclical.io/developers/oauth-2.0-applications.md): Create custom OAuth 2.0 applications to build integrations directly into Countercyclical.
- [Webhooks](https://docs.countercyclical.io/developers/webhooks.md): Subscribe to real-time events on Countercyclical with webhooks.
- [Security](https://docs.countercyclical.io/extras/security.md): Learn more about how our compliance and security best practices keeps your data safe.
- [Billing](https://docs.countercyclical.io/extras/billing.md): Manage your billing with ease
- [Imports](https://docs.countercyclical.io/extras/imports.md): Easily import your custom company data into Countercyclical using CSV/Excel files
- [Formatting Guide for Imports](https://docs.countercyclical.io/extras/imports/formatting-guide-for-imports.md)
- [Exports](https://docs.countercyclical.io/extras/exports.md): Export user information with ease via CSV or JSON file format.
- [Export User Data](https://docs.countercyclical.io/extras/exports/export-user-data.md)
- [Enrichment Data](https://docs.countercyclical.io/extras/enrichment-data.md): Learn more about how Countercyclical automatically enriches data on the platform.
- [Troubleshooting](https://docs.countercyclical.io/extras/troubleshooting.md): All things related to troubleshooting Countercyclical.
- [Insights](https://docs.countercyclical.io/community/insights.md): Welcome to Insights, Countercyclical's community-driven collaboration hub for financial research.