Sync Charles River to Power BI and automate investment reporting workflows end-to-end. Stop exporting trade blotters, manually refreshing portfolio dashboards, and copying compliance data across systems. Redbird AI keeps your Power BI dashboards synced with live Charles River data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push completed trades, execution details, and order status from Charles River into Power BI datasets. Trading desks and middle office teams see live blotter dashboards without manual CSV exports. Redbird handles incremental updates and historical backfills.
Stream portfolio holdings, performance metrics, and risk analytics from Charles River to Power BI for executive and client reporting. Redbird syncs position-level data, benchmark comparisons, and attribution analysis. Portfolio managers get self-serve access to current exposures and P&L.
Send pre-trade and post-trade compliance violations from Charles River into Power BI compliance dashboards. Compliance teams track breach trends, remediation status, and rule violations across portfolios. Redbird enriches violations with portfolio context and historical patterns.
Pull cash flows, positions, and valuation data from Charles River into Power BI for fund accounting and investor reporting. Finance teams build multi-fund dashboards showing NAV trends, subscription/redemption activity, and expense analysis. Automated daily refreshes eliminate manual data gathering.
Combine Charles River execution data with external market data, benchmark indices, and sector classifications in Power BI. Traders and analysts see execution quality, market impact analysis, and peer comparison metrics. Redbird joins disparate datasets without complex ETL.
Automatically capture end-of-day positions, trade histories, and compliance snapshots from Charles River into Power BI datasets. Operations teams maintain queryable audit trails and historical reporting without database access. Point-in-time position reconstruction becomes self-serve.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River 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 Charles River's investment data structures and Power BI's semantic modeling, so your integration works with the complexity of multi-asset portfolios and compliance workflows.
Redbird maps Charles River entities—portfolios, instruments, orders, trades, positions, compliance rules—to Power BI tables and relationships automatically. It handles multi-currency positions, corporate actions, benchmark hierarchies, and audit trail requirements. The AI recognizes when to denormalize for dashboard performance versus preserve granularity for drill-through analysis. It builds star schemas, manages slowly-changing dimensions for portfolio composition history, and creates DAX-friendly fact tables from Charles River's normalized data model.
faster than building investment reporting pipelines with API scripts and SSIS packages
Redbird can pull from Charles River 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 Charles River 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 Charles River into Power BI, or from Power BI 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 in Charles River or dashboard interactions in Power BI—Redbird connects every event across both systems.
Fires when an order is fully or partially filled in Charles River.
Fires when a pre-trade or post-trade compliance rule violation occurs.
Fires when Charles River finalizes daily portfolio positions and valuations.
Retrieve current positions, quantities, market values, and cost basis for specified portfolios.
Pull trade execution details, order routing, and fills for a date range or portfolio.
Get detailed compliance breach records, rule details, and exception statuses.
Fires when a Power BI dataset finishes its scheduled or on-demand refresh.
Fires when a KPI or metric in a Power BI report crosses a defined threshold.
Fires when a user exports a Power BI dashboard or visual to PDF or Excel.
Push new or updated records into a Power BI dataset table via the REST API.
Initiate an on-demand refresh of a Power BI dataset to pull latest data.
Modify Power BI dataflow logic or add new data sources programmatically.
See how Redbird AI syncs Charles River with Power BI for investment teams. Automate portfolio reporting, compliance dashboards, and trade analytics without manual data pipelines.