Redbird AI syncs real-time market data, company fundamentals, and economic indicators from Bloomberg directly into Tableau dashboards. Stop exporting CSVs, reformatting datasets, and manually refreshing visualizations every time you need updated financial data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull intraday price feeds, volume data, and market indices from Bloomberg Terminal into Tableau data sources. Dashboards refresh on your schedule without manual exports or data wrangling. Portfolio managers and traders see live positions reflected in their analytics.
Extract portfolio positions, valuations, and attribution data from Bloomberg AIM or PORT at market close and sync to Tableau workbooks. Investment teams get automated performance reporting without rebuilding spreadsheets. Historical snapshots are preserved for trend analysis.
Pull income statements, balance sheets, cash flow data, and key ratios from Bloomberg's FA function into Tableau datasets. Analysts build comp tables and sector dashboards that auto-update when Bloomberg publishes new filings. No more copying and pasting financial statements.
Capture GDP, inflation, employment, and central bank data from Bloomberg's ECST and ECFC functions into Tableau visualizations. Strategy teams maintain up-to-date macro dashboards without manual data entry. Alert workflows trigger when indicators cross thresholds.
Monitor Tableau dashboards for unusual price movements, volatility spikes, or ratio thresholds calculated from Bloomberg feeds. When Tableau logic identifies outliers, trigger notifications or write flagged securities back to Bloomberg watch lists. Risk teams catch issues faster.
Capture point-in-time Tableau extract data and push to Bloomberg's data management systems for compliance and audit trails. Ensure dashboard versions match regulatory reporting requirements. Maintain synchronized historical records across both platforms.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Bloomberg and Tableau 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 Terminal functions, data structures, and API schemas alongside Tableau's data source formats, extract engines, and calculated field logic.
Redbird maps Bloomberg's security identifiers (tickers, ISINs, CUSIPs) to Tableau dimension fields automatically. The platform understands time-series data from Bloomberg's historical functions and matches them to Tableau's date hierarchies and aggregation logic. Field mappings handle Bloomberg's multi-currency data, corporate actions adjustments, and point-in-time values while respecting Tableau's extract refresh schedules and incremental update requirements. No custom scripting needed to translate between Terminal data exports and Tableau-ready datasets.
faster than exporting Bloomberg data to Excel then uploading to Tableau
Redbird can pull from Bloomberg and Tableau 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 Tableau.
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 Tableau, or from Tableau 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 market events in Bloomberg or dashboard interactions in Tableau, then orchestrate actions across both platforms.
Triggers when Bloomberg delivers scheduled data feeds, intraday price updates, or end-of-day settlements.
Triggers when Bloomberg publishes new economic indicators, central bank announcements, or macro data revisions.
Triggers when Bloomberg indexes new financial statements, earnings reports, or regulatory filings for tracked securities.
Pulls price history, fundamentals, corporate actions, or descriptive data for specified securities from Bloomberg Terminal functions.
Retrieves portfolio holdings, performance attribution, risk metrics, or scenario analysis from Bloomberg AIM or PORT.
Adds securities to Bloomberg monitor lists or alert groups based on conditions detected in other systems.
Triggers when users publish new Tableau workbooks or update existing dashboards on Tableau Server or Tableau Cloud.
Triggers when scheduled or manual Tableau data extract refreshes finish, indicating new data is available in visualizations.
Triggers when Tableau calculated metrics, parameters, or filters meet specified conditions in live or extract data sources.
Writes new rows or updates existing records in Tableau data connections, extracts, or published data sources.
Initiates on-demand refresh of Tableau extracts to pull latest data from connected databases or cloud sources.
Deploys new Tableau workbooks to Server or Cloud, or updates existing dashboards with modified data sources and visualizations.
Redbird AI eliminates the manual work between Bloomberg Terminal and Tableau dashboards. Build automated financial data pipelines that keep your investment analytics current without the exports, spreadsheets, or repetitive data prep.