Monitor, Grow & Protect Your Wealth with Free Portfolio Manager
Track all your assets and liabilities at no cost. MacroFinance performs real-time portfolio analytics and uses AI-driven quantitative research to notify you of emerging risks and opportunities across markets and global macro dynamics.
Most investors are flying blind in today’s constantly changing world
MacroFinance Gives You Clarity in a Changing World
Upload your assets and debt for free, and let our AI notify you the moment opportunities or risks appear.
MacroFinance algorithms monitor:
- Market dynamics that affect your portfolio
- Macroeconomic trends impacting countries you’re exposed to
- Shifts in global financial risk that change your positioning
Analyzing 70,000+ financial assets and 5,000+ macro indicators, MacroFinance ensures you never miss what truly matters.
Protect your Downside. Maximize your upside.
A single workspace that understands your entire balance sheet, your risks, and your opportunities.
Spot the Next Big Opportunity First
Daily quantitative research scans 70,000+ financial assets, 5,000+ macroeconomic indicators, and global newsflow to detect undervalued opportunities, regime shifts, and emerging macro tailwinds — delivered straight to you.
Adapt your Portfolio to Changing Dynamics
Get Real-time alerts when financial and global risk dynamics, macro and other factors threaten your holdings or entire portfolio. Quantitative risk monitor used by macro funds — now watching your money.
Know your True risk
Stress test your portfolio to past events and understand your exposure using quantitative analysis of your portfolio.
MacroFinance Portfolio manager features
Track Literally Anything That Makes You Money
70,000+ global stocks, ETFs, mutual funds. Crypto & digital assets, real estate, private equity, cars, gold, art, wine — you name it.
- All major global stock exchanges supported.
- Unlimited multi-currency bank accounts with automatic FX updates.
- Multiple portfolios — personal, family office, trusts, LLCs.
- Cash forecasting to avoid forced selling at the bottom.
- Precious metals, real estate, collectibles, and private investments.
Cash Management
Complete, cross-account cash and commitment visibility with automated multi-scenario cash-flow forecasting. Eliminate liquidity surprises and the need for fire sales ahead of capital calls or redemptions
End Spreadsheet & PDF Hell Forever
AI Import: Upload statements, private deal PDFs, or screenshots — instantly parsed and added. No more manual entry. No more broken broker connections.
Wake Up Smarter Every Day
Daily morning email: your exact net worth change plus the 3 macro insights that matter to your portfolio today.
MacroFinance Watchlist
Monitor any ticker — or entire countries, currencies, interest rates, inflation regimes — and get alerted the moment something changes.
Quantitative Strategies & Research Used by Fund Managers
The same quantitative models and macro research framework trusted by professional macro traders now watch your wealth while you sleep.
- Global stocks & ETFs vs macro regimes.
- FX, rates, credit spreads, commodities.
- Country & sector stress indicators.
- Factor trends & regime shifts.
Your Dedicated AI Investment Analyst
Always-on, private GPT-powered insights into your portfolio, positions, and market events, 24/7.
Security
Designed from the ground up for fund managers and family offices who cannot afford conflicts or leaks. Your positions, strategies, and client information remain 100% confidential—permanently. Details
Export
Your data belongs to you — always has, always will. There are no lock-ins, no proprietary formats, and no “request an export” runarounds. At any time, with one click, you can export your entire portfolio, transactions, performance history, cost basis, cash flows, and custom fields to clean, well-documented CSV or Excel files. No watermarks, no missing columns, no throttling. Whether you’re running monthly reconciliations, migrating to a new system, or simply keeping your own offline records, your information leaves with you instantly and completely.
API
The MacroFinance API is your gateway to programmatically access your (only your) real-time portfolio data.