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Macrobond

Macroeconomic data, analytics, and charting in one integrated research platform.

Hybrid
1,200+Clients
01 — Overview

What Macrobond does

Investment teams that rely on macroeconomic data spend a disproportionate share of their time collecting, formatting, and manually refreshing charts rather than acting on what the data shows. Macrobond, founded in Malmö in 2008 and now headquartered in London, was built specifically to eliminate that friction. Its platform centralises access to over 2,400 live data sources alongside built-in analytics and charting, so analysts move from raw data to publishable output without switching tools or re-entering numbers.

For family office investment teams running macro-aware strategies, the practical workflow looks like this:

  • Build charts once and have them auto-update as new data arrives, removing the need to manually refresh Excel models before each investment committee meeting
  • Export live-linked visuals directly to PowerPoint and PDF, keeping client presentations current without rebuilding them from scratch
  • Publish finished charts to LinkedIn, CMS platforms, websites, or internal dashboards in multiple formats including SVG
  • Collaborate via shared folders, access permissions, and audit trails, with built-in versioning to protect against overwrites
  • Run econometric analysis, regression models, and yield forecasting within the same environment used for charting

With over 5,000 chart templates, direct integrations with Bloomberg and Excel, and users at institutions including UBS Asset Management, CA Indosuez Wealth Management, and T. Rowe Price, Macrobond has established a clear position as a research workflow tool for investment professionals. Wealth management is listed as a named client segment on the platform. Pricing is not publicly disclosed, and the platform is oriented toward teams with active macro research functions rather than family offices seeking portfolio accounting or reporting aggregation. Offices are staffed across ten cities including New York, Hong Kong, London, and Stockholm.

The integration with PowerPoint and Excel has made refreshing client pitch decks a matter of minutes rather than hours.

On Macrobond, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • Macroeconomic data discovery and access across 2,400+ sources
  • Chart creation and automated data refresh for recurring reports
  • Investment research analysis including regression and econometric modelling
  • Publishing and distributing charts to presentations, client portals, and social platforms
  • Team collaboration on shared research with version control and audit trails
Notable features
  • 5,000+ ready-to-use chart templates
  • Auto-updating charts linked to live data feeds
  • Bloomberg and Excel integration
  • PowerPoint and PDF export with live data links
  • Direct publishing to LinkedIn, X, CMS, and websites
  • Shared folders with access permissions and audit trails
  • Point-in-time snapshots and document versioning
  • Econometric tools including regression, VAR, and VECM models
  • SVG chart export for web embedding
  • Custom data source ingestion alongside standard feeds
Assets supported
Fixed IncomeEquitiesForeign ExchangeCommodities
Platform & technology
Custom ReportingData IngestionBenchmarking
03 — Company

The firm behind it

Ownership
Privately held
Software type
Hybrid
Headquarters / markets
United States, United Kingdom, Sweden
Offices
Austin, Göteborg, Holmdel, Hong Kong, Lisbon, London, Malmö, Minneapolis
Key people
PPhilip OdumSenior Product Specialist, Macro and Multi-Asset Strategy
MMeghna ShahMacro Strategist and Chief Economist
JJodie ZhangProduct Specialist
DDenys LiutyiEconomic Expert
DDimitri KyriakouTeam Leader, Product Specialists
Recognition
  • G2 Best Software Awards - Financial Services Products 2026
  • G2 Best Software Awards - Rookies of the Year 2026
  • G2 Best Software Products 2026
04 — Clients & fit

Who it’s for

Built for Investment Teams, CIO / Investment Office, Advisors / Wealth Advisors (RIA), Fund Managers.

05 — Support & onboarding

Getting it running

Customer support team available for data source requests and issue resolution, with requests reportedly actioned within days according to user reviews.