What MacroRisk Analytics does

MacroRisk Analytics, operated by c4cast.com, Inc., is a Pasadena, California-based software vendor that provides macroeconomic risk analytics for investment portfolios. The firm's flagship offering is a patented Eta® analysis methodology that measures how individual securities and portfolios respond to 18 macroeconomic and financial variables (including interest rates, gold, FX, CPI, monetary aggregates, housing starts, and energy prices), with the system accounting on average for 95% of price variation in most stocks, mutual funds, and ETFs. The platform delivers portfolio-level analytics through the MacroRisk Index (MRI), a 5-star Economic Climate Rating, up/down-market Beta+ statistics, and a Relative Value Index that compares a statistical intrinsic price to market price, complemented by optimization routines (Black Swan, maximum Sharpe/Sortino, risk parity, generalized MPT, minimum variance) and a Risk Tolerance Correspondence Score (RTCS).

The core product portfolio — Eta® Analysis, Portfolios and Buylists, Screening, Optimization, and "The Economy Matters" research reports — is sold via three annual subscription tiers priced at $1,250 (The Economy Matters), $5,000 (Fiduciary Optimization), and $50,000 (Institutional Research), with self-service signup through app.macrorisk.com and additional distribution via Thomson-Reuters, Capital IQ, FactSet, Interactive Brokers, and Refinitiv. Target customers include financial advisors and registered investment advisers (the primary segment), institutional investors at the enterprise tier, and self-directed investors/researchers consuming reports through third-party platforms.

The firm operates with 11-50 employees, is privately held (Delaware-incorporated, founder-controlled), and has not raised outside equity funding. Intellectual property is a core asset, with 15+ granted U.S. patents protecting the Eta® methodology, two William F. Sharpe Indexing Achievement Awards (2013, 2015), and partnerships spanning fi360, FinaMetrica, Stutland Volatility Group, Advisors Assistant, and Shareholders Service Group.

Name

MacroRisk Analytics

Legal name

c4cast.com, Inc.

Website

https://macrorisk.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

MacroRisk Analytics provides patented macroeconomic risk analytics and portfolio optimization tools, using an 18-factor Eta® model to measure economic sensitivity across 30,000+ securities for financial advisors and institutional investors.

Ownership category

akta.pro rank

Product category

Investment Risk Analytics Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Macro & Rates Research (FSACAGAC)

akta.pro secondary industries

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Economic & Macroeconomic Research (BPAHALAD)

Keywords

• Investment risk analytics
• Macroeconomic analysis software
• Portfolio optimization tools
• Asset screening software
• Economic risk management

Headquarters

HQ city

Pasadena

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations, Others

Revenue model

1. Subscription SaaS - Tiered Software Access: Three tiered annual subscription plans providing web-based access to MacroRisk Analytics proprietary tools. Pricing ranges from $1,250/year for The Economy Matters basic access to $50,000/year for Institutional Research level with full tool access. Subscriptions auto-renew annually unless cancelled. Partial refunds available for early cancellation calculated at month-to-month rates.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

MacroRisk Analytics sells subscription-based investment analytics software that uses a patented 18-factor macroeconomic model to measure how individual stocks, mutual funds, ETFs, and portfolios respond to economic variables. Its platform delivers Eta® Analysis, security screening, portfolio optimization, custom reports, and the 'The Economy Matters' research product via tiered annual SaaS subscriptions ($1,250 to $50,000 per year) accessed through app.macrorisk.com. Customers are financial advisors, institutional investors, and self-directed investors needing to quantify, manage, and communicate economic risk across 30,000+ securities.

Product overview

MacroRisk Analytics offers a suite of investment intelligence tools built around its proprietary Eta® Analysis methodology, which measures asset sensitivity to 18 macroeconomic factors. The core product includes Eta Analysis, Portfolios and Buylists management, Screening tools, and Optimization capabilities. These are delivered through three subscription tiers: The Economy Matters ($1,250/year) for basic research and screening; Fiduciary Optimization ($5,000/year) adding portfolio management, screening enhancements, and advisor reporting; and Institutional Research ($50,000/year) providing enterprise-grade tools including custom Eta profiles, advanced optimization, and comprehensive institutional research features. Supporting features include the Risk Tolerance Correspondence Score (RTCS), Beta Plus Tools for flexible CAPM analysis, and specialized reports such as FiveRisks+ Holdings Table and MacroRisk Report.

Differentiator

Problem solved

Functional benefit

Brands

• Eta Analysis: Patented methodology for measuring the economy's influence on investment prices using 18 MacroRisk Factors
• The Economy Matters
• MacroRisk Level (MRL)
• Economic Climate Rating
• Beta+ Statistics

Products and services

• Eta® Analysis The flagship Eta® Analysis methodology measures how an asset responds to 18 proprietary macroeconomic factors and provides Eta Measures, the MacroRisk Index (MRI), the Economic Climate Rating (5-star system), and Beta+ Statistics including up-market and down-market alpha and beta. It is designed for financial advisors, institutional investors, and self-directed investors who need to quantify how economic conditions will impact holdings.
• Portfolios and Buylists Portfolio and buylist management tool allowing creation of unlimited portfolios, categorization with tags, import of holdings from spreadsheets, and generation of individual asset, portfolio, analysis, and comparison reports for advisors managing client holdings.
• Screening Security screening tool that filters 30,000+ stocks, mutual funds, ETFs, and indexes by market, security type, MacroRisk Level (MRL), Economic Climate Rating (stars), Eta Confidence, and advanced conditions including individual Eta Measures and Up/Down-Market Beta+ values, helping advisors find securities meeting client goals and economic opportunities.
• Optimization Portfolio optimization tool supporting Black Swan optimization, maximum Sharpe ratio, maximum Sortino ratio, minimum variance, risk parity, generalized MPT, and benchmark replication routines, designed for fiduciary-level portfolio construction.
• The Economy Matters® Reports Research reports showing how investments relate to the economy, featuring proprietary risk measures including overall economic risk and the Economic Climate Star rating. Available on Thomson-Reuters, Capital IQ, FactSet, and Refinitiv platforms.
• Portfolio Risk Tools Standalone suite of tools (hosted at PortfolioRiskTools.com) measuring asset and portfolio alignment with client risk tolerance, constructing asset-level portfolios, and finding investments matching unique economic scenarios for advisors needing client-facing risk alignment workflows.

Quantifiable outcome

• Patented system accounts for on average 95% of price variation in most stocks, mutual funds, and ETFs
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature9 records

Partnerships

Nine partnerships are on record, tiered core, flagship and minor.

• Thomson-ReuterscoreChannel Partner/ Reseller/ DistributorThomson-Reuters distributes 'The Economy Matters' research reports to its extensive subscriber base of financial professionals and institutions, providing MacroRisk with broad market distribution for its core research product.
• Capital IQcoreChannel Partner/ Reseller/ DistributorCapital IQ distributes 'The Economy Matters' research reports to its professional investor subscribers, integrating MacroRisk's proprietary economic risk analysis into its financial data platform.
• FactSetcoreChannel Partner/ Reseller/ DistributorFactSet distributes 'The Economy Matters' research reports through its research platform, making MacroRisk's economic climate ratings and Eta Analysis available to FactSet's institutional subscriber base.
• Interactive BrokerscoreChannel Partner/ Reseller/ DistributorInteractive Brokers distributes 'The Economy Matters' research reports and provides access to the MacroRisk Analytics platform to its retail and professional investor customers.
• RefinitivcoreChannel Partner/ Reseller/ DistributorRefinitiv distributes 'The Economy Matters' research reports to its financial information and trading platform subscribers, providing another major channel for MacroRisk's research distribution.
• fi360flagshipStrategic or Co-development PartnerStrategic relationship providing MacroRisk subscribers 10% off their first purchase of the fi360 Toolkit for Advisors (web-based fiduciary analysis software) and 10% discount on Accredited Investment Fiduciary (AIF) and AIFA Designation Training programs. fi360 is recognized as the expert on investment fiduciary responsibility, and the partnership enables joint go-to-market to fiduciary-focused advisors.
• FinaMetricacoreTechnology or IntegrationMacroRisk's Risk Tolerance Correspondence Score (RTCS) is designed to correspond with FinaMetrica's psychometric risk tolerance scores. Investment professionals can generate RTCS reports relating portfolio characteristics to FinaMetrica client risk tolerance scores, enabling advisors using FinaMetrica to match client portfolios to risk profiles. FinaMetrica's system was launched in 1998 and is used by 5,500 advisors in 23 countries.
• Stutland Volatility GroupminorStrategic or Co-development PartnerProvides option, concentrated position and diversified portfolio strategy consulting services. Partnership enables advisors to combine MacroRisk's economic sensitivity analysis with volatility and overlay strategies for comprehensive portfolio management.
• Shareholders Service GroupminorStrategic or Co-development PartnerProvides service, support and resources to help manage independent advisory practices including client service teams, investment vehicles, and an advanced platform for managed accounts, reporting and investment research. Partnership supports independent advisors in implementing MacroRisk's tools.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• LSEG Workspace (Refinitiv): LSEG/Refinitiv's Workspace combines market data, analytics, and research — and distributes MacroRisk's 'The Economy Matters' reports. Comparable as a broad incumbent data and analytics platform competing for analytics wallets at the same institutional and self-directed investor base.
• Bloomberg Terminal Portfolio & Risk Analytics: Bloomberg's PORT and related analytics provide portfolio risk, scenario, and factor analysis embedded in the global Bloomberg Terminal. Comparable as a much larger incumbent offering macro- and factor-based risk analytics within a broader market data platform serving MacroRisk's institutional and self-directed investor segments.
• BlackRock Aladdin: Enterprise risk management and portfolio analytics platform used by large asset managers and asset owners. Comparable as a much larger incumbent in macro and factor risk analytics, addressing the same institutional buy-side segment that MacroRisk targets with its $50,000/year tier.
• FactSet Portfolio Analytics: FactSet distributes MacroRisk reports but also offers its own portfolio analytics, multi-factor risk models, and analytics workstations. Comparable as a broad incumbent in the same advisor and institutional market where MacroRisk competes for analytics share.
• Morningstar Investment Research & Analytics: Morningstar provides investment research, ratings, portfolio analytics, and risk tools to advisors and institutions. Comparable to MacroRisk as a broader incumbent selling investment research and portfolio analytics into the same financial advisor and institutional customer segments.

Direct peers

• MSCI RiskMetrics: Portfolio risk analytics suite offering factor decomposition, VaR, and macroeconomic/Barra factor models for institutional investors. Comparable to MacroRisk as both sell factor- and macro-driven risk analytics to investment managers, with overlapping institutional subscriber bases.
• FinaMetrica: Psychometric risk tolerance profiling system used by 5,500 advisors across 23 countries. Directly comparable to MacroRisk as a tool used inside the financial advisor risk-tolerance-to-portfolio construction workflow, and already integrated via MacroRisk's RTCS feature.
• Axioma (Qontigo): Provides factor-based risk models, portfolio construction, and optimization tools to asset managers and advisors. Closely comparable to MacroRisk because both build proprietary quantitative factor methodologies for portfolio risk analysis and optimization across large securities universes.
• fi360 (Broadridge): Fi360 Toolkit is a web-based fiduciary analysis software used by advisors for investment due diligence and fiduciary monitoring. Directly comparable to MacroRisk as a fiduciary-focused advisory tools partner, with overlapping advisor buyer personas — which is why MacroRisk has a formal co-marketing partnership with fi360.

Emerging players

• Stock Rover: Investment research, screening, and portfolio analytics platform targeted at retail investors and self-directed advisors. Comparable as an emerging player offering macro- and fundamental-driven screeners and portfolios to the same self-directed and smaller-RIA segments that MacroRisk addresses with its $1,250 Economy Matters tier.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/macrorisknews
• Facebookfacebook.com/MacroRiskAnalytics
• LinkedInlinkedin.com/company/macrorisk

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MacroRisk Analytics