Redbird AI automates the flow of market data, securities reference information, and pricing between Bloomberg and Charles River IMS. Stop manually importing terminal data, reconciling positions, or copying prices into your order management system.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically feed real-time prices, bid-ask spreads, and market data from Bloomberg Terminal into Charles River for pre-trade compliance checks and order execution. Ensure compliance rules and position limits reflect current market conditions without manual terminal exports.
Push current portfolio holdings, weights, and sector allocations from Charles River into Bloomberg's Portfolio & Risk Analytics (PORT) function. Run custom factor models, scenario analysis, and peer comparisons using live position data without CSV uploads.
Automatically populate Charles River securities records with company financials, sector classifications, credit ratings, and corporate actions from Bloomberg. Keep your IMS security master updated with accurate reference data for compliance and reporting workflows.
Monitor Bloomberg for earnings announcements, rating changes, or significant price movements affecting securities held in Charles River portfolios. Trigger notifications to PMs and analysts with contextual position data and exposure analysis when material events occur.
Pull Bloomberg index returns, sector performance, and constituent data to reconcile against Charles River portfolio analytics. Generate attribution reports comparing active positions to benchmark weights without manual data gathering from the terminal.
Capture Charles River order timestamps, fill prices, and execution venues alongside Bloomberg VWAP, volume profiles, and spread data at trade time. Build historical datasets for transaction cost analysis and best execution reporting without reconstruction from multiple sources.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Bloomberg 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 Bloomberg's data structures and Charles River's investment management schema, so you can automate market data workflows without custom API development.
Redbird automatically maps Bloomberg field mnemonics (PX_LAST, CUR_MKT_CAP, RTG_MOODY) to Charles River security attributes, pricing tables, and reference data fields. The AI understands Bloomberg's time-series structures, corporate action codes, and identifier schemes (FIGI, ISIN, BBG Ticker) alongside Charles River's portfolio hierarchies, compliance rule engines, and order management workflows. Configure data flows using natural language instead of building custom Bloomberg API integrations or writing CHARLES scripts.
faster than building custom Bloomberg API integrations to Charles River
Redbird can pull from Bloomberg 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 Bloomberg 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 Bloomberg into Charles River, or from Charles River back into Bloomberg. 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 any market event in Bloomberg or portfolio change in Charles River, then execute actions across your entire investment stack.
Triggers when real-time or delayed price data changes for specified securities or portfolios in Bloomberg.
Triggers when Bloomberg publishes dividend, split, merger, or other corporate action events affecting tracked securities.
Triggers when Moody's, S&P, or Fitch rating data updates in Bloomberg for monitored issuers or securities.
Pull company financials, valuation ratios, growth metrics, or custom field sets from Bloomberg for specified identifiers.
Extract historical price, volume, or custom data series from Bloomberg with specified frequency and date ranges.
Execute saved Bloomberg screens, custom formulas, or analytics functions and return structured results.
Triggers when new investment orders are entered or existing orders are amended in Charles River OMS.
Triggers when orders are filled and trade records are created in Charles River with execution details.
Triggers when pre-trade or post-trade compliance checks fail in Charles River based on configured investment guidelines.
Write new price records to Charles River securities for valuation, compliance checks, and portfolio accounting.
Add new securities or update reference data fields in the Charles River security master database.
Trigger recalculation of Charles River portfolio performance, risk metrics, or attribution analysis with updated data.
See how investment teams use Redbird AI to automate Bloomberg and Charles River workflows without custom API development or middleware platforms.