Quick Versioning
Supercharge your versioning of investments at specific snapshots in time, and then recall them at a moment's notice.
Versioning functionality is only available on Pro & Enterprise plans as of the moment. If you're interested, please reach out to enterprise@countercyclical.io.
What is Versioning?
Versioning allows you to see changes made to an investment within Countercyclical, along with who made it and when the version was created.
The information captured within a version includes valuation data, comments (coming soon), and more.
How to Use Quick Versioning
We've made Quick Versioning in Countercyclical super simple, and we give you a few options to save your investments at any given moment in time.
Creating a Manual Version
There are two ways to create a manual version of an investment in Countercyclical:
Option 1 - Keyboard Shortcut (Recommended)
By performing the keyboard shortcut ⌘ ⌥ S, you can open the Version History modal and create a version to save with a description.
Option 2 - New Version Button
Clicking the button titled "+ New Version" will prompt you with the same card that you'd get with the shortcut.
Restoring a Version
Restoring a version of the investment is as simple as clicking the "Change Version" button, and selecting which version you would like to view the investment at.
Keyboard Shortcuts
Quick Creating a Version:
⌘ ⌥ SQuick Switching Between Versions:
^ ⌥ {Number of Version}
Have any questions or feedback? Feel free to reach out at contact@countercyclical.io.
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