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Connectors

Countercyclical connector

Set up the Countercyclical connector in Kaivo: authentication, configuration, the 3 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated 16 days ago

Kaivo is a fully managed data platform that syncs your Countercyclical data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your payment and finance data instead of moving it.

What is the Countercyclical connector

Sync your Countercyclical investments, valuations, and memos into BigQuery with Kaivo to track your portfolio and research in one place.

CategoryFinance & Payments
AuthenticationAPI key
SetupSelf-service

Getting started with the Countercyclical connector

  1. Sign up for Kaivo and create a workspace.
  2. Connect your Countercyclical account.
  3. Choose which tables to sync.
  4. Wait for the initial sync to finish.
  5. Query your data in BigQuery or your favourite AI or BI tool.

Authenticating Countercyclical

Authenticate with your API Key.

FieldDescription
API Key

Tables and columns synced from Countercyclical

Kaivo syncs 3 tables from Countercyclical into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
typeSTRING
descriptionSTRING
addressSTRING
banner_imageSTRING
ceoSTRING
cikSTRING
clearbit__typeSTRING
clearbit__descriptionSTRING
clearbit__category__gics_codeSTRING
clearbit__category__industrySTRING
clearbit__category__industry_groupSTRING
clearbit__category__naics_codeSTRING
clearbit__category__sectorSTRING
clearbit__category__sic_codeSTRING
clearbit__category__sub_industrySTRING
clearbit__crunchbase__handleSTRING
clearbit__domainSTRING
clearbit__email_providerBOOL
clearbit__facebook__handleSTRING
clearbit__facebook__likesFLOAT64
clearbit__founded_yearFLOAT64
clearbit__geo__citySTRING
clearbit__geo__countrySTRING
clearbit__geo__country_codeSTRING
clearbit__geo__latFLOAT64
clearbit__geo__lngFLOAT64
clearbit__geo__postal_codeSTRING
clearbit__geo__stateSTRING
clearbit__geo__state_codeSTRING
clearbit__geo__street_addressSTRING
clearbit__geo__street_nameSTRING
clearbit__geo__street_numberSTRING
clearbit__idSTRING
clearbit__identifiers__us_cikSTRING
clearbit__identifiers__us_einSTRING
clearbit__indexed_atSTRING
clearbit__legal_nameSTRING
clearbit__linkedin__handleSTRING
clearbit__locationSTRING
clearbit__logoSTRING
clearbit__metrics__alexa_global_rankFLOAT64
clearbit__metrics__alexa_us_rankFLOAT64
clearbit__metrics__annual_revenueFLOAT64
clearbit__metrics__employeesFLOAT64
clearbit__metrics__employees_rangeSTRING
clearbit__metrics__estimated_annual_revenueSTRING
clearbit__metrics__fiscal_year_endFLOAT64
clearbit__metrics__market_capFLOAT64
clearbit__metrics__traffic_rankSTRING
clearbit__nameSTRING
clearbit__phoneSTRING
clearbit__tickerSTRING
clearbit__time_zoneSTRING
clearbit__twitter__avatarSTRING
clearbit__twitter__bioSTRING
clearbit__twitter__followersFLOAT64
clearbit__twitter__followingFLOAT64
clearbit__twitter__handleSTRING
clearbit__twitter__idSTRING
clearbit__twitter__locationSTRING
clearbit__twitter__siteSTRING
clearbit__utc_offsetFLOAT64
countrySTRING
created_atSTRING
edited_nameSTRING
employeesFLOAT64
exchangeSTRING
figiSTRING
financing_typeSTRING
founding_dateSTRING
headquartersSTRING
idSTRING
industrySTRING
ipo_dateSTRING
is_archivedBOOL
is_favoriteBOOL
is_lockedBOOL
issuanceSTRING
leiSTRING
market_typeSTRING
nameSTRING
sectorSTRING
ticker_symbolSTRING
updated_atSTRING
visibilitySTRING
websiteSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__category__naics6_codes

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__category__naics6_codes2022

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__category__sic4_codes

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__domain_aliases

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__site__email_addresses

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueJSON
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__site__phone_numbers

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__tech

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__clearbit__tech_categories

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Investments__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
typeSTRING
archivedBOOL
avatarSTRING
background_colorSTRING
bannerSTRING
banner_visibleBOOL
bodySTRING
created_atSTRING
document_typeSTRING
emojiSTRING
favoritedBOOL
foreground_colorSTRING
iconSTRING
idSTRING
lockedBOOL
publicly_visibleBOOL
sources_visibleBOOL
titleSTRING
toc_visibleBOOL
updated_atSTRING
viewsFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
typeSTRING
descriptionSTRING
background_colorSTRING
created_atSTRING
delineationSTRING
discount_rateSTRING
emojiSTRING
ending_quarterSTRING
ending_yearSTRING
growth_metricSTRING
growth_rateSTRING
idSTRING
is_favoriteBOOL
nameSTRING
share_tokenSTRING
starting_quarterSTRING
starting_yearSTRING
statusSTRING
terminal_periodFLOAT64
terminal_rateSTRING
updated_atSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Valuations__table_data

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
line_itemSTRING
valueFLOAT64
yearSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

How the Countercyclical sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Countercyclical supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for Countercyclical?

It depends on how much history is in your Countercyclical account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when Countercyclical's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in Countercyclical, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

How do I handle GDPR or data deletion requests?

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Countercyclical instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Countercyclical connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Countercyclical data

Valuation tracking

Use Valuations with discountRate and quarter fields to follow how your valuations change over time.

Portfolio view

Report on Investments by country and sector to see your holdings at a glance.

Research notes

Bring Memos into BigQuery to search and reference your investment write-ups.

Investment history

Join Investments with Valuations to see the analysis behind each position.

Use Countercyclical data in your AI and BI tools

Once Countercyclical data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with Countercyclical data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide β†’

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide β†’

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide β†’

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide β†’

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide β†’

Excel

Connect via Power Query's BigQuery connector. Setup guide β†’

Metabase

Open-source BI tool with strong BigQuery support. Setup guide β†’

See our pricing page for Countercyclical connector pricing and plan details.

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