Topdown Charts
Topdown Charts is an independent investment research firm founded in 2016 in Queenstown, New Zealand, providing chart-driven global macro and multi-asset research to institutional fund managers, family offices, hedge funds, financial advisers, and asset owners via subscription.
- Company typePrivate
- Founded2016
- HeadquartersQueenstown, New Zealand
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Topdown Charts does
Topdown Charts is an independent, founder-owned investment research firm founded in 2016 by Callum Thomas and headquartered in Queenstown, New Zealand. It produces chart-driven macro and multi-asset investment research aimed at helping active asset allocators and portfolio managers make top-down investment, risk, and asset allocation decisions. The firm's core product, Topdown Charts Professional, is an institutional research subscription priced from $3,500 per user per year, bundling Weekly Macro Themes reports with Quarterly Strategy reports. A second product, Weekly ChartStorm, is delivered via Substack at $195 per year and serves as a more accessible, S&P 500-focused market update.
The business is monetized entirely through two recurring annual subscriptions, distributed through a combination of direct enterprise sales (via the topdowncharts.pro website, with group and institutional pricing available on inquiry) and a self-serve channel on Substack. The reported client base spans institutional fund managers, family offices, hedge funds, financial advisers, specialist investment firms, and large asset owners — described as a "select group" of investment decision-makers overseeing trillions of dollars in end-client assets. Go-to-market is direct and consultative, with the founder's personal brand on LinkedIn and X (Twitter) acting as the primary top-of-funnel channel alongside the firm's website and newsletter.
The technology stack is human-led research packaged into a distinctive visual, chart-based format designed to be usable directly in clients' own client communications. The methodology blends valuations, monetary conditions, cyclical indicators, sentiment, and technicals, with stated emphasis on innovating on datasets and indicators. There is no productized AI/ML pipeline, API, or mobile application; the firm's primary digital surface is a Wix-hosted website plus its Substack publication. Operating geographies are described as global, and the company has no disclosed external funding, M&A, or partnerships, leaving it as a small, founder-concentrated research provider.
Topdown Charts firmographics
Firmographics- Name
- Topdown Charts
- Legal name
- Topdown Charts Limited
- Website
- https://topdowncharts.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Topdown Charts is an independent investment research firm founded in 2016 in Queenstown, New Zealand, providing chart-driven global macro and multi-asset research to institutional fund managers, family offices, hedge funds, financial advisers, and asset owners via subscription.
- Ownership category
- akta.pro rank
Topdown Charts industry classification
Industry- Product category
- Investment Research Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
- akta.pro secondary industry
- Analytics, Risk Models & Factor/Style Indices (FSAFAIAG)
Keywords
Where Topdown Charts is headquartered
LocationHeadquarters
- HQ city
- Queenstown
- HQ country
- New Zealand
- HQ region
- Oceania
Offices1 record
Markets served
Topdown Charts business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Topdown Charts Professional Subscription: Annual institutional subscription providing access to research reports including Weekly Macro Themes and Quarterly Strategy reports. Priced per user starting at $3,500/user/year with institutional/group rates available upon inquiry.
- Weekly ChartStorm Subscription: Weekly S&P500 chart-driven market update delivered via Substack platform. Targeted at broader investment professional audience at $195/year price point.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Weekly ChartStorm - $195/year |
| Subscription | Annual | Topdown Charts Professional - from $3,500/user/year |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Topdown Charts product offering
Product offeringCore offering
Topdown Charts is an independent investment research provider delivering chart-driven macro research focused on global asset allocation. It sells subscription-based research services to institutional investment professionals, including the Topdown Charts Professional institutional service (weekly macro themes and quarterly strategy reports) and the Weekly ChartStorm S&P500 market update distributed via Substack.
Product overview
Topdown Charts is an independent investment research provider offering chart-driven macro insights focused on global asset allocation. The product portfolio consists of Topdown Charts Professional (the core institutional service delivering weekly and quarterly reports on investment ideas, risk management, and macro insights) and the Weekly ChartStorm (a more accessible Substack-based S&P500-focused market update). Topdown Charts Professional serves fund managers, family offices, hedge funds, and institutional investors requiring top-down research input.
Differentiator
Problem solved
Functional benefit
Brands
- Topdown Charts Professional: Institutional investment research service for active asset allocators and portfolio managers, providing a mix of ideas, risk management input, and macro insights. Priced from $3,500/user/year.
- Weekly ChartStorm
- Weekly Macro Themes
- Quarterly Strategy Reports
Products and services
- Topdown Charts Professional
Companies that use Topdown Charts
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles3 records
Topdown Charts technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Topdown Charts partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Topdown Charts competitors and assessment
Company assessmentEmerging players
- Real Vision: Subscription platform offering macro, investment, and market research from independent voices — overlapping audience of sophisticated investors and a subscription revenue model, with a stronger video/content platform emphasis.
Direct peers
- Variant Perception: Subscription-based independent macro research firm serving institutional investors with global asset allocation and thematic analysis — closely comparable subscription model, institutional buyer base, and macro-research scope.
- Mauldin Economics: Subscription-based independent macro research and investment strategy firm — same recurring-revenue model, similar founder-led thought-leadership marketing approach, and overlapping institutional/retail-adjacent buyer base.
- BCA Research: Long-established independent provider of macro and asset-allocation research sold via institutional subscriptions — same buyer persona, same subscription economics, and same chart-driven global macro thematic coverage.
- Ned Davis Research: Independent research firm offering institutional clients quantitative and macro-driven investment research via subscription — overlapping customer base, multi-asset coverage, and chart/quantitative analytical style.
- Gavekal Research: Independent macro research house providing subscription-based global economics, asset allocation, and strategy research to institutional clients — directly comparable in offering, customer base, and recurring subscription revenue model.
- Bianco Research: Founder-led independent macro and markets research firm selling subscription research to institutional investors — directly comparable in founder-driven content model, chart-based market analysis, and institutional subscription pricing.
- Verdad Capital: Research-driven macro investment firm publishing independent research for institutional and sophisticated investors — overlaps in chart-driven, multi-asset global macro perspective and subscription-based distribution.
Broad incumbents
- Bloomberg Intelligence: Large incumbent research arm of Bloomberg providing institutional macro and asset-class research as part of its terminal ecosystem — overlapping buyer base at institutional fund managers but bundled within a much broader terminal offering.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks7 records
Key highlights7 records
Customer concentration
Topdown Charts social profiles
Digital presenceTopdown Charts financial estimates
Financial estimateRevenue estimate
Valuation estimate
Topdown Charts leadership team
Management profileNumber of profiles
Profiles1 record
Topdown Charts funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Topdown Charts M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Topdown Charts
What does Topdown Charts do?
Topdown Charts is an independent investment research provider delivering chart-driven macro research focused on global asset allocation. It sells subscription-based research services to institutional investment professionals, including the Topdown Charts Professional institutional service (weekly macro themes and quarterly strategy reports) and the Weekly ChartStorm S&P500 market update distributed via Substack.
Is Topdown Charts a public or private company?
Topdown Charts is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Topdown Charts founded?
Topdown Charts was founded in 2016. It employs 1 to 10 people.
Where is Topdown Charts based?
Topdown Charts is headquartered in Queenstown, New Zealand, in the Oceania region.
How does Topdown Charts make money?
Two revenue lines are on record. Topdown Charts Professional Subscription is the primary driver. The others are weekly ChartStorm Subscription.
Who are Topdown Charts's main competitors?
Real Vision is listed as an emerging player. Direct peers are Variant Perception, Mauldin Economics, BCA Research, Ned Davis Research, Gavekal Research, Bianco Research and Verdad Capital. Bloomberg Intelligence is listed as a broad incumbent.
Does Topdown Charts have an API?
No public API is recorded for Topdown Charts.
What industry is Topdown Charts in?
Topdown Charts's product category is Investment Research Services. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail), with a secondary code of FSAFAIAG, Analytics, Risk Models & Factor/Style Indices. Its NAICS code is 523940 and its SIC code is 6282.