Macro-Driven Asset Allocation

Invest with clarity.
Allocate with
confidence.

We turn macroeconomic data into clear portfolio signals. Know exactly what to own, how much, and why.

13Macro Models
3Pricing Tiers
$0to Start
macro_regime_model.py
import pandas as pd
from macroscope import RegimeClassifier, LiquidityIndex
# Classify current macro regime
regime = RegimeClassifier().classify(growth, inflation)
liquidity = LiquidityIndex().impulse()
# Output
print(regime.summary())
▶ Regime: GOLDILOCKS | Liquidity impulse: +2.1% (accelerating)
▶ Signal: RISK-ON | Allocation: BTC 32% · SPX 28% · Gold 18% · Cash 22%
S&P 5005,241.03+0.82%NASDAQ16,442.20+1.14%BTC/USD67,843.50+2.31%GOLD2,321.40-0.18%EUR/USD1.0842+0.09%10Y UST4.32%+0.04%WTI OIL79.54-0.67%VIX13.82-4.21%ETH/USD3,441.20+1.88%DXY104.32+0.22%S&P 5005,241.03+0.82%NASDAQ16,442.20+1.14%BTC/USD67,843.50+2.31%GOLD2,321.40-0.18%EUR/USD1.0842+0.09%10Y UST4.32%+0.04%WTI OIL79.54-0.67%VIX13.82-4.21%ETH/USD3,441.20+1.88%DXY104.32+0.22%
Who This Is For

Built for investors
who think in macro

Whether you manage $10,000 or $10 million, understanding the macro environment gives you an edge.

Long-Term Investors

Build wealth with macro awareness

  • Understand which macro regime we are in before making decisions
  • See how global liquidity and inflation cycles affect your portfolio
  • Allocate across stocks, bonds, gold, crypto, and commodities
  • Reduce guesswork with data-driven signals

Self-Directed Allocators

Take control of your asset allocation

  • Go beyond basic stock picking with macro-level analysis
  • Monitor yield curves, credit conditions, and sentiment shifts
  • Adjust your portfolio based on real economic data
  • Access the same frameworks used by professional allocators

Macro Enthusiasts

Turn macro knowledge into action

  • Explore models covering liquidity, inflation, volatility, and more
  • See how macro factors interact and drive asset prices
  • Learn by studying real data through interactive charts
  • Upgrade to Premium for a ready-made portfolio signal
The Problem

Most investors don't lack
information.
They lack a framework.

Markets move in macro cycles. Without a system that connects growth, liquidity, inflation, and sentiment to your allocation, decisions become reactive instead of deliberate.

Information overload, no clarity

You follow dozens of charts, newsletters, and macro commentators — but when it is time to make a decision, the noise makes it harder, not easier.

No systematic allocation process

Most investors pick assets based on headlines or gut feeling. Without a structured approach, you end up chasing performance instead of managing risk.

Ignoring the macro regime

What works in an expansion can destroy capital in a contraction. Without understanding the current macro environment, you are investing blind.

Scattered tools and data

Liquidity data lives in one place, yield curves in another, sentiment in a third. There is no single view connecting these factors to your portfolio.

“Risk comes from not knowing what you are doing.”

— Warren Buffett

The Solution

MacroScope gives you
one place to understand
the macro landscape.

We aggregate the macro factors that drive asset prices — liquidity, inflation, growth, credit, sentiment, and volatility — into clear, visual models and actionable portfolio signals.

Get started free
01

Macro regime awareness

Our models start by classifying the macro environment — growth vs. contraction, inflation vs. deflation. This context shapes every allocation decision.

Macro Regime Classifier included
02

Multi-factor risk analysis

We monitor global liquidity, yield curve dynamics, credit conditions, sentiment, and volatility — all in one place — so you see the full picture before you act.

13 interconnected macro models
03

Clear portfolio signals

Premium members get a composite risk signal and portfolio allocation that tells you exactly what percentage to hold in stocks, gold, crypto, and other assets.

Portfolio allocation signal on Premium
04

Built for real investors

No jargon overload. Every chart and signal is designed to be understood at a glance. Standard gives you the data. Premium gives you the answer.

Free tier available — no card required
Models

13 macro models. One unified
view of the market.

Every model is displayed as interactive charts and data on your dashboard. Explore individually or see them combined into a single portfolio signal.

Free

Macro Regime Classifier

Classifies the macro environment into four quadrants — Goldilocks, Overheating, Stagflation, or Cooling — using growth and inflation data.

Growth/Inflation4-QuadrantRegime detection
Free

Market Risk Gauge

Measures the momentum spread between risk assets (BTC, QQQ, Copper) and defensive assets (Gold, DXY, TLT) to determine risk-on vs. risk-off conditions.

Risk-on/offMomentumCross-asset
Standard

Global Liquidity Index

Tracks central bank balance sheets, private credit, and shadow banking flows to build a global liquidity impulse signal based on the CrossBorder Capital methodology.

Central banksCreditLiquidity impulse
Standard

Inflation Cycle

Monitors breakeven rates, real yields, and CPI surprises to gauge where we sit in the inflation cycle and how it affects risk assets.

BreakevensReal yieldsCPI
Standard

Yield Curve Dynamics

Analyzes Treasury yield curve shape, slope momentum, curvature, and bear/bull regime classification to identify shifts in monetary conditions.

SlopeCurvatureBear/Bull
Standard

Credit Tracker

Tracks US credit creation and transmission efficiency — how much financial market flow occurs per unit of bank credit growth.

Credit impulseTransmissionBank lending
Standard

Treasury Liquidity

Monitors Treasury market liquidity stress across funding spreads, volatility, credit stress, microstructure, and Fed plumbing indicators.

SOFRMOVEFed plumbing
Standard

Sentiment & Positioning

Detects crowding, euphoria, and capitulation using consumer sentiment, CBOE SKEW, implied-realized vol spread, margin debt, and financial stress.

SentimentSKEWMargin debt
Standard

Correlation Regime

Detects when cross-asset hedging relationships break down — for example, when stocks and bonds fall together instead of offsetting each other.

Cross-assetHedge breakdownDispersion
Standard

Volatility Term Structure

Captures second-order volatility risk through the VIX term slope, vol-of-vol (VVIX), contango vs. backwardation, and VIX mean-reversion signals.

VIXTerm structureVVIX
Standard

Debt Rollover Stress

Compares upcoming Treasury maturities and coupon flows against the available funding pool (Fed reserves + RRP) to measure rollover stress.

Treasury supplyFunding poolStress ratio
Premium

Aggregate Risk Signal

Combines all macro models into a single composite risk score from -1 (full risk-off) to +1 (full risk-on). The foundation of the portfolio signal.

CompositeAll factorsRisk score
Premium

Portfolio Allocation

The execution layer. Uses the aggregate risk signal to determine the current regime, then allocates to the top assets by risk-adjusted momentum.

Allocation %Regime-basedSignal output
Get Started

Free plan includes 2 models. No card required.

Pricing

Start free. Upgrade when
the data speaks for itself.

No trials, no time limits on the free tier. Upgrade only when you want deeper analysis or a ready-made portfolio signal.

$0forever

Free

Start exploring macro with two core models. No card required.

Start Free

Included

Macro Regime Classifier
Market Risk Gauge
Interactive charts and data
Basic dashboard access
$19/month

Standard

Full access to all 11 individual macro models with interactive charts and data.

Get Standard

Included

Everything in Free
Global Liquidity Index
Inflation Cycle
Yield Curve Dynamics
Credit Tracker
Treasury Liquidity
Sentiment & Positioning
Correlation Regime
Volatility Term Structure
Debt Rollover Stress

Save with annual billing (coming soon)

$29/month

Premium

Everything in Standard plus the aggregate risk signal and ready-made portfolio allocation.

Get Premium

Everything included

Everything in Standard
Aggregate Risk Signal
Portfolio Allocation with exact %
Regime-based asset selection
Priority support

Cancel anytime · Billed monthly · Save with annual billing (coming soon)

Questions? See FAQ below

FAQ

Common questions,
clear answers

Everything you need to know before getting started.

MacroScope is a platform that monitors key macroeconomic factors — global liquidity, inflation, growth, yield curves, credit conditions, sentiment, and volatility — and presents them as clear, visual models. Premium subscribers also get a composite portfolio signal that tells you how to allocate across asset classes.

Not at all. The free and standard tiers show you clear charts with explanations of what each macro factor means and why it matters. Premium goes a step further by doing the interpretation for you — it produces a portfolio allocation signal so you do not need to analyze the data yourself.

Our models pull from publicly available sources including FRED (Federal Reserve Economic Data), BIS (Bank for International Settlements), Yahoo Finance, and the US Treasury Fiscal Data API. No Bloomberg or paid terminal required.

Most models update daily or weekly depending on the underlying data frequency. Economic releases like CPI and PMI update as soon as new data is available. The portfolio allocation signal refreshes regularly to reflect the latest macro conditions.

Standard gives you access to all 11 individual macro models — you see the charts and data, and you interpret them yourself. Premium adds the Aggregate Risk Signal and Portfolio Allocation model, which combine all factors into a single score and tell you exactly what percentage to allocate to each asset.

No. MacroScope is an analytical tool that provides data-driven macro signals. We do not provide personalized financial advice. All portfolio signals are based on systematic models and should be used as one input in your own decision-making process.

Yes. All paid plans are billed monthly with no lock-in. Cancel before your next billing date and you keep access until the period ends. Annual billing with a discount is coming soon.

If you are not satisfied within the first 14 days of a paid subscription, email us for a full refund — no questions asked. After 14 days, you can cancel at any time and your access continues until the billing period ends.

Still have questions? Email us directly →

Ready to See the Macro Picture?

Stop guessing.
Start investing
with macro clarity.

Explore two macro models for free — no card, no time limit. Upgrade when you want the full picture.

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