Redbird AI syncs trading data, portfolio positions, and performance metrics between your investment management system and cloud data warehouse. Stop manually exporting Charles River data for analysis or building brittle ETL pipelines to keep your analytics environment current.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically extract end-of-day positions, cash balances, and holdings data from Charles River and load into BigQuery datasets. Keep your data warehouse current with portfolio snapshots for historical analysis and trend reporting without manual CSV exports.
Stream completed trades, executions, and order details from Charles River into BigQuery for comprehensive TCA modeling. Combine trading data with market data and benchmark analytics to measure execution quality and slippage across strategies.
Pull pre-calculated risk metrics, counterparty ratings, and ESG scores stored in BigQuery into Charles River for pre-trade compliance checks. Enable compliance teams to leverage centralized data science outputs directly in the order management workflow.
Query BigQuery datasets containing returns, benchmark data, and factor exposures, then combine with Charles River portfolio positions to produce attribution analysis. Automate monthly and quarterly performance tearsheets without manual data assembly.
Continuously export order history, compliance rule outcomes, and audit logs from Charles River into BigQuery for long-term retention and regulatory reporting. Maintain queryable archives without degrading Charles River operational database performance.
Monitor portfolio analytics running in BigQuery and trigger alerts or create tasks in Charles River when exposures exceed thresholds. Connect quantitative risk models to operational workflows so PMs can rebalance or adjust positions immediately.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize BigQuery and Charles River with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands both BigQuery's columnar data structures and Charles River's investment management schemas, so you can automate data flows without writing custom integration code.
Redbird automatically maps Charles River entities like portfolios, accounts, securities, and orders to BigQuery table schemas. The platform understands investment data types — positions, executions, compliance events, cash flows — and handles schema evolution as your analytics models change. When you need to push calculated fields back into Charles River, Redbird ensures data type compatibility and validates referential integrity across both systems.
Faster than building custom ETL pipelines for Charles River analytics
Redbird can pull from BigQuery and Charles River simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either BigQuery or Charles River.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from BigQuery into Charles River, or from Charles River back into BigQuery. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from portfolio events in Charles River or query completions in BigQuery — Redbird connects every operational and analytical workflow.
Trigger when a scheduled analytics query finishes running in your BigQuery dataset.
Detect when data is inserted into specific BigQuery tables or partitions.
Fire automation when ML model scores in BigQuery exceed defined risk or opportunity levels.
Insert or update rows in BigQuery datasets with data from Charles River or other sources.
Run parameterized SQL queries against BigQuery and use results in downstream workflow steps.
Take point-in-time snapshots of BigQuery tables for audit, versioning, or regulatory archives.
Trigger when an order is filled and execution details are recorded in the IMS.
Start workflows when pre-trade or post-trade compliance checks flag rule breaches.
Detect when portfolio rebalancing workflows finish and new target weights are set.
Write adjusted positions, cash balances, or allocation targets back into Charles River portfolios.
Log compliance issues or flag trades for review based on external risk analysis.
Extract current portfolio positions, sector exposures, and risk metrics from Charles River.
Connect BigQuery and Charles River in minutes. Automate the data workflows between your analytics warehouse and investment management system so your teams can focus on alpha generation, not data pipeline maintenance.