Command Palette

Quickly access the most important parts of your investment process with a single keyboard shortcut.

What is a Command Palette?

A command palette is a popup that you can open and close with ease for performing common, useful commands as part of an individual workflow.

In Countercyclical, this feature comes with all our plans & allows to you to search for the most important items within your workspace (investments, valuations, assumptions, built-in asset discovery, and more.)

Accessing the Command Palette

There are a few ways you can access the command palette in Countercyclical.

The first way is a simple and memorable keyboard shortcut: ⌘ + K for macOS, and Ctrl + K for Windows. This will open and close the palette with ease at any location in the application:

Option #2 - User Dropdown Option

The other option involves navigating to the top-right of the screen and clicking on the user dropdown:

Once you've done this, clicking on the option titled "Command Palette" will open the command palette on your screen.

Quick Actions

Some of the most useful actions for the command palette can be accessed at the top of each search you complete within your workspace:

Filtering & Creation for Investments, Valuations, and Teams

Users have the ability to perform filtering and creation commands on the most common items within your workspaces (namely for investments, valuations, and teams):

Help

We also have a useful help section, where you can quickly access resources relating to helping you be successful as you use Countercyclical on your own or with your team:

Settings, Appearance, and Miscellaneous Commands

Towards the very bottom of your command palette, you'll find a few extra commands for navigating to & accessing some more quality-of-life focused aspects of your workspace, like theme and view changes along with switching workspaces and seeing your user's settings:

Have any feedback? Feel free to reach out at feedback@countercyclical.io

Last updated

#268:

Change request updated