Actions
Get the most out of Countercyclical by customizing and using Investment Actions on Countercyclical.
What are Investment Actions?
Investment Actions are common functions that can be made on any investment.
Specific actions may only be performable based on a member's permissions within a workspace and their permissions on that investment.
Investment Actions in Countercyclical
The following actions can be taken on an investment within Countercyclical:
Favorite an Investment
Favoriting an investment adds the investment to your Favorites.
This is a curated list of items that you can reference at any time that are personal to you & allow for quick access within a workspace.
Lock an Investment
This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages.
Archiving an investment turns the entire investment (and its valuations) into a read-only state. These investments are still shown with the other investments when you visit the Investments page in Countercyclical, unlike Archived Investments (see below).
Archive an Investment
This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages.
Archiving an investment turns the entire investment (and its valuations) into a read-only state and removes it from the general list of investments when you visit the Investments page in Countercyclical.
To access the archived investments in your workspace that you have permission to see, you can filter for archived investments by selecting the "Archived" option in the Category dropdown on the Investments page:
Copy Link to Investment
Copying a link to an investment is useful for sharing with other users outside of Countercyclical or simply using for your own reference in your clipboard.
After copying a link to an investment, you will notice a popup in the bottom right-hand corner of the screen showing you the title of which investment you copied the link to:
Open Investment in New Window
Share Investment
This functionality is the same as what you will find on the Share page in Invitations and Sharing.
Please refer to those pages to learn more about this feature.
Rename Investment
This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages in our documentation on this site.
By default, when an investment is created, it is given the official corporate name from the service provider Countercyclical uses as its name.
Renaming an investment allows a member to change what the investment is called.
Create Template from Investment
This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages in our documentation on this site.
To learn more about Templates, please visit its dedicated page in our documentation on this site.
Templates are an integral part of Countercyclical and allow members to streamline the creation of shared investments and valuations based on their teams and what assumptions are most important to the scenarios an analyst might be covering.
Transfer an Investment
This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages in our documentation on this site.
Transferring an investment allows an investment owner to transfer the investment to another member or team in their workspace.
Members on a Pro plan can transfer an investment to Organizational workspaces.
Duplicate an Investment
This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages in our documentation on this site.
Duplicating an investment in Countercyclical is a useful way to research a company with a different team or group of collaborators to segment visibility between teams.
Rather, the investment, its invited members (collaborators), and the valuations created within the investment are duplicated.
Comments and other sensitive information are not converted over to duplicated investments.
Export an Investment
This functionality is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages in our documentation on this site.
Go to an Investment's Settings
This route is only available to Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages in our documentation on this site.
Selecting the Settings tab in the Investment Actions dropdown will bring you to the investment's settings section
Delete an Investment
This action is irreversible and archiving an investment is recommended in most cases.
This functionality is only available for Workspace Owners, Workspace Admins, the Investment's Owner, or the Investment Editors to perform.
To learn more about Workspace and Investment Permissions, please refer to the Permissions and Share pages in our documentation on this site.
Deleting an investment on Countercyclical.
In order to delete an investment, you will need to type in the auto-generated phrase that you see when the popup displays:
Investment Actions in Countercyclical
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