Stop exporting trade data to spreadsheets and rebuilding portfolio reports manually. Redbird AI syncs investment data from Charles River to Looker automatically, keeping your analytics current without middleware or custom code.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically sync trade executions, order status changes, and fill details from Charles River to your data warehouse, surfacing real-time trading activity in Looker dashboards. Teams get live visibility into execution quality, slippage, and order flow without waiting for end-of-day batch processes.
Flow daily portfolio positions, NAV calculations, and attribution data from Charles River into Looker's semantic layer for consistent reporting across the firm. Portfolio managers and executives access standardized performance analytics without reconciling multiple data sources.
Capture pre-trade and post-trade compliance violations from Charles River and route them to Looker alert views for risk and compliance teams. Breaches become immediately visible in monitoring dashboards with full context on affected accounts, rules, and trading activity.
Push client-specific performance benchmarks, risk tolerance thresholds, and custom analytics calculated in Looker back to Charles River for use in portfolio construction and compliance rule sets. Data teams enrich operational workflows with centralized business logic.
Stream bond settlements, accrued interest, and coupon payments from Charles River into Looker's data models for treasury and cash management reporting. Finance teams get accurate cash projections without manual reconciliation between trading and accounting systems.
Continuously extract and store trade history, historical positions, and pricing snapshots from Charles River into your cloud warehouse for analysis in Looker. Build multi-year backtesting models and regulatory reports without straining production systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Looker 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 understands Charles River's investment data structures and Looker's semantic modeling requirements, mapping trading schemas to analytics-ready formats automatically.
Redbird's AI interprets Charles River's order management tables, portfolio hierarchies, and compliance rule structures alongside Looker's LookML dimensions, measures, and explores. It understands how trade blotters map to time-series analytics, how portfolio positions relate to benchmark views, and how compliance attributes should be exposed as dashboard filters. The platform handles complex investment data types—fixed income cash flows, derivative exposures, multi-currency positions—transforming them into consistent metric definitions without brittle field mapping.
faster than building ETL pipelines to sync Charles River trading data with Looker
Redbird can pull from Charles River and Looker 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 Charles River or Looker.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Charles River into Looker, or from Looker back into Charles River. 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 trade executions, compliance events, or Looker usage patterns—Redbird connects every workflow across Charles River and Looker.
Fires when an order is filled or partially filled in Charles River's order management system.
Triggers when a pre-trade or post-trade compliance check fails in Charles River.
Activates when portfolio positions are updated through rebalancing or allocation changes.
Add a new order to Charles River with specified instrument, quantity, and execution parameters.
Modify portfolio holdings or account-level position information in Charles River.
Record a compliance override or exception note against a specific trade or account.
Fires when a metric in a Looker dashboard crosses a defined threshold value.
Triggers when Looker completes a scheduled Look or dashboard delivery.
Activates when a user executes a specific Explore query pattern in Looker.
Modify or add a dimension definition in Looker's semantic model programmatically.
Trigger a rebuild of a persistent derived table or aggregate table in Looker.
Deliver a Looker report or visualization to specified recipients on demand.
Join investment firms using Redbird AI to sync Charles River with Looker and eliminate manual portfolio reporting. Connect your tools and start automating in minutes.