This document sets out the product specifications of the Macrobond Products and Services purchased by Customer under an applicable Order Form and is supplemental to the Agreement signed by the Customer. Capitalized terms used herein but not defined shall have the meaning ascribed to them in the Agreement.
1. MACROBOND SOFTWARE PRODUCTS:
Software Products as identified in an Order Form includes the features as set forth in the tables below, based on the type of Software Product purchased by Customer:
| Product Features | Macrobond Product | ||
| Macrobond Features | Analysis Lite | Analysis Pro | Enterprise |
| Macrobond Data | X | X | X |
| Revision history (point-in-time Data) | X | X | |
| Monthly Unique Time Series Usage limit* | 500 | 2500 | 15,000[1] |
| In House Time Series storage limit*[2] | 500 | 3000[1] | |
| Customer Output storage limit*[3] | 2,500 | 5,000 | 10,000[1] |
| Macrobond Chart Library | Limited[4] | Full Access | Full Access |
| Annual Macrobond Data Feed Service Unique Time Series Usage limit | 100[5] | ||
| Macrobond Amplify | Add On[6] | ||
| Desktop API | X | X | |
| Watch Lists, Alerts and Release Calendar | X | X | X |
| Ability to create Customer Output | X | X | X |
| Quick Views | X | X | X |
| Built-in analytic functions (outline correlation, regression, etc) | X | X | X |
| Standard Customer Support | X | X | X |
| Professional Services: Access to Online Training Services | X | X | X |
| Professional Services: 1:1 Onboarding Trainings Services | X | X | |
| Integrated Connector Features | |||
| Microsoft Office Integration | X | X | X |
| Connection to Customers internal SQL database | X | X | X |
| Connection to Bloomberg API | X | X | X |
| Connection to Data Science Tools | X | X | |
| Third Party Datasets / Software Add On (subject to additional fees) |
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| Access to Third Party Datasets | Add On | Add On | Add On |
| Access to Third Party Software | Add On | Add On | Add On |
| Chart Server | Add On | Add On | Add On |
| * Limit per individual Designated User (except as in 1 below) unless otherwise a different limit is specified in the applicable Order Form. Additional fees will apply where the limit is exceeded. [1] Limit can be pooled and aggregated across the total number of Designated Users licensed under the applicable Order Form. [2] Limit per Designated User applies to the total series stored on the Macrobond server. [3] Limit per Designated User applies to the maximum number of MB Docs or files stored on the Macrobond server. [4]Access limited to feature examples & materials only, to help Designated Users with onboarding. [5] See Section 3.1 below. [6] Subject to additional fees. |
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| Product Features | ||||
| Data | Macrobond Core* | Macrobond Data+* | Macrobond Viewer* | |
| Monthly Unique Time Series Usage limit | 1000 | Unlimited | Unlimited passive | |
| Access to Macrobond Data | X | X | X | |
| Access to revision history (point-in-time Data) | X | |||
| Connection to Bloomberg API | X | X | X | |
| Excel Integration | X | X | ||
| Connection to internal databases | X | X | X | |
| Features | Time Series update alerts | X | X | X |
| Library of pre-defined charts | X | X | X | |
| Chart editing capabilities | X | X | X | |
| Built-in analytics functions | X | X | ||
| Enhanced connections to data science tools | X | |||
| Professional Services | Access to self-learning materials | X | X | X |
| User training | Remote | Remote | Remote | |
| Customer Output Storage Limit | 5k documents | 5k documents | ||
| User Support | X | X | X | |
| Add-ons available | Web Publishing capabilities | X | X | X |
| Chart Server | X | X | X | |
| Document conversions | Per Agreement | Per Agreement | ||
| Access to Third Party Datasets | X | X | X | |
*No longer available for purchase.
2. MACROBOND DATA FEED SERVICE PRODUCTS
The Data Feed Service Products as identified in an Order Form includes the features as set forth in the table below, based on the type of Data Feed Service Product purchased by Customer:
| Products & Features | |
| Snowflake: | Real time delivery of Customers defined set of Data to a Customers tenant on Snowflake environment. |
| Databricks: | Real time delivery of Customers defined set Data to a Customers tenant on Databricks environment. |
| Web API: | Customer’s use of the application programming interface to extract and manipulate the time series and other entities from the Data. This Data Feed Service also comes with a Python-dedicated API. |
| AI Data Feed: | Customer’s access to the Data allowing specific AI use which are otherwise not permitted under the Data Feed Service e.g. generative AI and agentic use cases. |
| Data Explorer (feature): | Web delivered tool to enable Customer to navigate the Data and identify UTS codes for subscription via the other Data Feed Service Products. |
| FTP/SFTP *: | Customer receives the time series previously added to a dedicated portal, on a Macrobond FTP or SFTP host.
*No longer available for purchase. |
3. MACROBOND AMPLIFY PRODUCT
The Amplify Product includes the features as set forth in the table below:
| Amplify Product Features | Amplify Designated User | End User |
| Create & publish Amplify Customer Output within Amplify | X | |
| Receive End User and Amplify Designated User Consumption Metrics | X | |
| Access to Macrobond Resources | X | X* |
| Access to Amplify Customer Output | X | X |
| Quantity of Published Customer Output that can be shared by Customer within Amplify with Amplify Designated Users or End Users | Unlimited** | |
| “Open in Analysis” feature to access a copy of the MBDoc underlying the Amplify Customer Output in Analysis. | Limited*** | Limited*** |
| Macrobond Account Administration tool | X |
*Subject to acceptance of Macrobond marketing material consents.
**Unlimited availability or access may be restricted, if necessary, if Macrobond reasonably determines that the unlimited use threatens the security, integrity or availability of Amplify, or otherwise breaches applicable laws or regulations.
***Is available to Designated User(s) of Macrobond Analysis except Lite package Designated User(s).
4. ADDITIONAL TERMS AND CONDITIONS
4.1.Data Feed Service Terms.
(a) To ensure Customer’s licensing compliance with the applicable Data Provider(s) licensing terms, datasets that Macrobond does not have the right to distribute to the Customer via the Data Feed Service will not be available by default.
(b) Macrobond shall only act as a pass-through to distribute the Third-Party Dataset via the Data Feed Service subject to the Customer: (i) having a valid data license in place from the Data Provider(s) for the applicable dataset; and
(ii) the Data Provider having confirmed to Macrobond that the Customer has a valid license.
(c) Notwithstanding the terms of the Agreement, Customer may:
(i) use the Data Feed Service to set up recurring, systematic or automated downloading or validation processes;
(ii) use the downloading functionality in the Data Feed Service to create, enhance or maintain an internal database, feed or system; and
(iii) distribute the Data to a Designated User subject to the license rights under an Order Form;
(iv) distribute the Derived Data created by the Designated User(s) to internal downstream consumers only. For avoidance of doubt such distribution does not permit any enterprise access to the raw Data;
(iv) distribute the Data to downstream consumer as identified and licensed under an Order Form.
(d) Customer shall not use, copy or distribute any Data (and/or Derived Data) in violation of the Data Provider additional terms and conditions set forth at: https://help.macrobond.com/legal/legal-data-providers-additional-terms-and-conditions/.
(e) The Data Feed Service licensed under the Enterprise Product package is available via the Web API only and subject to (i) the terms of the Agreement and applicable Order Form, and (ii) Customers use of Derived Data and/or Customer Output being limited to the internal distribution only.
4.2. Third Party Datasets and Third-Party Software.
To ensure Customer’s licensing compliance with the applicable Data Provider(s) licensing terms, Customer access to the Third Party Dataset(s) and/or Third Party Software through the Macrobond Product, shall only be available subject to the Customer: (i) having a valid data license in place from the Data Provider(s) for the applicable Third Party Dataset(s) and/or Third party Software; and (ii) the Data Provider having confirmed to Macrobond that the Customer has a valid license.
4.3 Chart Server.
The Chart Server Product allows Customer to programmatically generate images of the Macrobond charts to distribute dynamic Customer Output. The Chart Server Product must be hosted on the Customer’s environment and is limited to producing the number of Unique Documents, as specified in the applicable Order Form.
5. DEFINITIONS
“Customer Output Storage Limit” means the maximum number of MBDoc’s, Presentations or files stored by a Designated User on Macrobond servers.
“Data Science Tools” means the technical integration with Third Party Software for analysis purposes (with tools including Matlab R, eViews and Python).
“Designated Users” means the number of individual user(s) or a specific named team licensed under the applicable Order Form, to access and use the Products using a unique identifier, which may also be referred to as “Named Users” in the Agreement.
“Data Feed Service” means the Macrobond proprietary data feed service as identified in an applicable Order Form through which Customer may access Data, Customer Output, Third Party Dataset(s) and other functionality as applicable.
“In House Time Series” means either data the Customer may or has uploaded and stored on Macrobond servers, or a calculated series using Macrobond built-in analytics.
“MBDoc” means Macrobond’s proprietary structured document format that encodes the methodology, calculations, chart definitions, metadata, and associated structures applied to underlying data series.
“Third Party Dataset(s)” means data from a Data Provider(s) which may be added at Customer’s request and accessed through the Macrobond Product, including through connectors designed by Macrobond, as applicable.
“Third Party Software” means software from third-party which may be added at Customer’s request and accessed through the Macrobond Product, including through connectors designed by Macrobond, as applicable.
“Unique Time Series (UTS)” means a unique time series is defined by a unique identifier, regardless of the number of times it is requested, and whether vintage versions of the time series are requested or not.
“Unique Documents (UD)” means a unique MBDoc as identified by a unique identifier.
“UTS Usage” means each instance of Active Use that results in a query for a Unique Time Series against the Data and does not include Passive Use. For the purpose of the definition of UTS Usage. For the purpose of the definition of UTS Usage, “Active Use” means without limitation:
(i) directly or indirectly opening or refreshing a MBDoc or adding a new series to a MBDoc (including Customer Output, Watchlists, Alerts and the Release Calendar);
(ii) refreshing or creating Excel datasets or using Macrobond Excel UDF functions;
(iii) refreshing or embedding Macrobond charts or data in external applications such as PowerPoint or Word;
(iv) querying Macrobond Data via Desktop APIs, Connectors (including to Matlab, R, Python, EViews, SQL, or Bloomberg API) or Feed Services (including Web API, FTP/SFTP, Snowflake or Databricks);
(v) refreshing MBDocs or thumbnails; and/or
(vi) Use of Customer Data as an In-House Time Series. (Upload is not counted, use/download is counted)
However, does not include Third Party Datasets purchased as add ons.
For clarity, repeated access to the same Unique Time Series during the relevant time period is counted as 1 UTS Usage.
“Passive Use” means, without limitation, searching, browsing, or previewing series or metadata; opening example or educational MBDoc’s from the Macrobond Chart Library.