Automate the flow of market intelligence and portfolio data between your IMS and research platform. Stop manually exporting holdings for fundamental analysis, copying company data into compliance checks, or rebuilding position reports with market context.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull financial metrics, credit ratings, and earnings estimates from S&P Capital IQ for every security in your Charles River portfolios. Keep holdings enriched with up-to-date company financials, analyst consensus, and sector classifications without manual lookups.
Send current portfolio holdings and weights from Charles River into S&P Capital IQ screening and modeling workflows. Analyze your entire book using CapIQ's financial data, comp tables, and scenario analysis tools with live position data.
Flow ESG scores, credit ratings, and financial health indicators from S&P Capital IQ into Charles River compliance rules and watchlists. Maintain pre-trade restrictions based on the latest fundamental and risk data without manual file imports.
Monitor Charles River positions against valuation models, earnings revisions, or financial covenants tracked in S&P Capital IQ. Get instant notifications when portfolio companies breach custom thresholds in your CapIQ research workspace.
Build automated investment reports that merge Charles River portfolio returns, sector exposures, and transaction history with S&P Capital IQ company fundamentals and peer benchmarking. Deliver contextualized performance narratives without toggling between systems.
Automatically update Charles River trading restrictions when S&P Capital IQ flags new M&A rumors, deal announcements, or material insider transactions. Keep compliance guardrails current with market intelligence feeds.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and S&P Capital IQ 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 portfolio, order, and compliance data structures alongside S&P Capital IQ's company financials, screening criteria, and research datasets—so you can build sophisticated workflows without middleware.
Redbird maps Charles River portfolio hierarchies, security masters, and position files to S&P Capital IQ company identifiers, financial statement items, and screening variables. Our AI handles CUSIP/ISIN/Ticker reconciliation, translates sector classifications between systems, and structures data for compliance rules or research models. Whether you're enriching holdings with fundamentals or building comp tables from live positions, Redbird handles the schema translation.
faster than exporting Charles River holdings and manually matching them in S&P Capital IQ Excel or screening tools
Redbird can pull from Charles River and S&P Capital IQ 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 S&P Capital IQ.
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 S&P Capital IQ, or from S&P Capital IQ 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 portfolio events in Charles River or data updates in S&P Capital IQ—Redbird handles the rest.
Fires when a security is added to a Charles River portfolio or composite.
Triggers when a pre-trade or post-trade compliance check fails in Charles River.
Fires when trades are completed and portfolio weights are updated in Charles River.
Write fundamental metrics, ratings, or reference data into Charles River security records.
Place a security on a Charles River compliance watchlist or trading restriction.
Tag Charles River positions with custom fields from external research or risk data.
Fires when S&P Capital IQ publishes new quarterly results, estimates, or guidance for a company.
Triggers when S&P updates a credit rating or outlook for a security in your coverage universe.
Fires when a company matches custom financial or valuation criteria in an S&P Capital IQ screen.
Populate an S&P Capital IQ comp set or watchlist with securities from portfolio holdings.
Retrieve income statement, balance sheet, cash flow, and consensus estimates for a security.
Generate an S&P Capital IQ comparable company analysis tagged with portfolio weights or sector exposure.
See how Redbird can automate workflows between Charles River and S&P Capital IQ—and the rest of your investment data stack—in minutes, not weeks.