Automate the flow of financial data from Bloomberg Terminal into Power BI dashboards and reports. Stop manually exporting market data, copying pricing feeds, and rebuilding portfolio snapshots — Redbird AI syncs Bloomberg data to Power BI on your schedule.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull live equity prices, FX rates, and commodity data from Bloomberg into Power BI dashboards every minute or hour. Redbird maintains field mappings and handles data transformations so your KPI dashboards always reflect current market conditions without manual refreshes.
Extract portfolio positions, valuations, and attribution data from Bloomberg AIM or PORT and load them into Power BI data models. Redbird schedules overnight syncs so portfolio managers see updated performance metrics every morning without exporting Excel files.
When Power BI dashboards detect volatility spikes or exposure breaches, trigger Redbird to fetch detailed company financials, analyst estimates, or news sentiment from Bloomberg. Analysts get context-rich alerts without switching between systems.
Schedule hourly or end-of-day pulls of Bloomberg Valuation Service pricing for bond portfolios and load them into Power BI for risk reporting. Redbird maps security identifiers and handles pricing hierarchies so your fixed income dashboards stay current.
When new companies appear in your Power BI datasets, Redbird queries Bloomberg for financial statements, ESG scores, credit ratings, and ownership data. Your analysts get enriched company profiles in dashboards without manual Bloomberg lookups.
Pull years of historical pricing, volume, and fundamental data from Bloomberg and structure it for Power BI's time intelligence functions. Redbird handles date formatting and aggregation levels so quants can backtest strategies directly in Power BI without data prep work.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Bloomberg and Power BI 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 Bloomberg's financial data schemas and Power BI's semantic modeling requirements, so you can automate complex market data workflows without writing Bloomberg API code or custom connectors.
Redbird maps Bloomberg field mnemonics (PX_LAST, EQY_DVD_YLD_IND, CRNCY_ADJ_PX_LAST) to clean column names in Power BI tables. It handles security identifier translation between Bloomberg tickers, FIGIs, and ISINs. The platform understands Bloomberg's data licensing rules and respects redistribution limits when syncing to Power BI datasets. Redbird automatically configures incremental refresh for large time series and manages Power BI's data type requirements for financial calculations.
faster than exporting Bloomberg Excel add-in data and manually uploading to Power BI Service
Redbird can pull from Bloomberg and Power BI 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 Power BI.
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 Power BI, or from Power BI 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 Bloomberg data update or Power BI report event, and execute actions across both platforms.
Trigger when Bloomberg real-time data feed updates for specified securities or market indices.
Trigger when Bloomberg publishes official close prices and settlement data for a market or asset class.
Trigger when Bloomberg records a dividend, split, merger, or other corporate action for tracked securities.
Retrieve earnings, balance sheet, cash flow, and ratio data for companies or securities from Bloomberg.
Extract specified date ranges of pricing, volume, or fundamental history from Bloomberg data archives.
Execute a custom Bloomberg formula or function and return calculated results for use in Power BI.
Trigger when a Power BI dataset finishes scheduled or manual refresh, confirming new data is available.
Trigger when a Power BI data alert fires because a metric crosses a defined threshold in a dashboard.
Trigger when a new Power BI report version is published to a workspace or shared with users.
Write new rows or update existing records in a Power BI dataset table via API or dataflow.
Trigger an immediate refresh of a Power BI dataset to pull latest data from connected sources.
Modify Power BI dataflow definitions to add new data transformations or source connections.
See how Redbird AI automates Bloomberg to Power BI data flows for investment teams. Connect your financial data infrastructure and eliminate manual market data exports in minutes.