Sync Charles River investment management data with PostHog analytics automatically. Stop exporting trading activity to CSVs, manually tracking platform adoption, or building custom scripts to analyze how portfolio managers use your IMS.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Stream Charles River user sessions and workflow completions to PostHog as behavioral events. Understand which order management features get used, where compliance workflows stall, and how different teams interact with portfolio analytics tools without manual tracking.
Send order lifecycle events from Charles River to PostHog for end-to-end funnel analysis. Measure time-to-execution, identify bottlenecks in pre-trade compliance, and correlate trading patterns with system performance metrics.
Push compliance validation events and rule triggers to PostHog for behavioral cohort analysis. Track which pre-trade checks cause the most friction, identify patterns in override usage, and analyze risk assessment workflows across asset classes.
Use PostHog session data and feature flag changes to initiate workflow updates in Charles River. When portfolio managers exhibit specific behavioral patterns or hit workflow milestones, automatically queue review tasks or compliance validations.
Pull PostHog experiment data and feature flag states back into Charles River transaction records. Link trading performance to UI variations, correlate order accuracy with different compliance workflow designs, and track adoption of new IMS features by trader segment.
Merge order volume, compliance check counts, and portfolio analytics usage from Charles River with session duration, feature adoption, and workflow completion data from PostHog. Deliver unified reports showing both business outcomes and platform engagement without manual consolidation.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and PostHog 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 Charles River's order management schemas and PostHog's event taxonomy, so you can connect investment workflows with product analytics without mapping every field manually.
Redbird automatically maps Charles River entities like orders, allocations, compliance rules, and portfolio positions to PostHog events, user properties, and cohorts. The AI recognizes when an IMS order status should become an event, when a trader ID maps to a PostHog user, and how to structure trade execution timestamps for funnel analysis. You describe what you want to track or sync, and Redbird handles the schema translation between front-office workflows and behavioral analytics.
faster than exporting Charles River data and uploading to PostHog manually
Redbird can pull from Charles River and PostHog 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 PostHog.
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 PostHog, or from PostHog 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 any order event, compliance check, or portfolio update in Charles River, or from user behavior, experiment results, and feature flags in PostHog.
Fires when a portfolio manager creates a new equity, fixed income, or derivative order in Charles River.
Triggers when a pre-trade or post-trade compliance rule validation finishes, including pass/fail status.
Fires when Charles River recalculates portfolio analytics, risk metrics, or attribution data.
Add a new order to Charles River with specified instrument, quantity, and account allocation details.
Modify pre-trade compliance thresholds, restricted lists, or validation criteria in the IMS.
Apply custom attributes or flags to Charles River portfolios for segmentation and workflow routing.
Fires when a PostHog user finishes a defined series of actions, like completing an order entry workflow.
Triggers when a feature flag state changes for a user or cohort in PostHog.
Fires when PostHog identifies a session with errors, rage clicks, or specific behavioral patterns.
Push a new event to PostHog with custom properties from Charles River transaction or workflow data.
Modify PostHog user attributes with trading activity, portfolio assignments, or compliance status from Charles River.
Assign PostHog users to behavioral cohorts based on Charles River order patterns or workflow completion.
Sync Charles River with PostHog in minutes, not weeks. Let Redbird AI handle the schema mapping so your investment operations and product teams can analyze what matters.