Automate investment reporting and portfolio analytics between your IMS and visualization platform. Stop exporting trade data to CSV, rebuilding dashboards manually, and chasing down position reconciliations across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push end-of-day portfolio holdings, performance attribution, and NAV data from Charles River into Tableau dashboards. Investment teams see real-time portfolio snapshots without waiting for operations to run extracts. Data refreshes on your schedule with full position and benchmark detail.
Pull compliance check results, rule violations, and breach details from Charles River into executive compliance dashboards. Redbird maps violation codes, affected securities, and breach severity into visual summaries. Compliance officers see trends across strategies without manual reporting.
Stream trade fills, execution timestamps, broker allocations, and slippage metrics into Tableau for TCA analysis. Trading desks visualize execution quality, venue performance, and cost analysis across asset classes. Historical patterns emerge without spreadsheet pivots.
Merge Charles River risk metrics—duration, VaR, factor exposures—with Tableau visualizations for CIO reviews. Redbird structures multi-strategy risk data into consolidated views by sector, geography, and factor. Portfolio managers compare risk budgets across the firm.
When Tableau dashboard filters identify outlier positions or concentration risks, trigger data pulls from Charles River for drill-down analysis. Portfolio managers click through to underlying holdings, transaction history, and attribution detail. Investigations start from visual anomalies.
Combine Charles River attribution results, sector allocations, and security-level returns into formatted Tableau reports for investors. Redbird handles complex attribution hierarchies and benchmark comparisons automatically. Investment committees receive consistent reporting without manual assembly.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River 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 understands Charles River's investment data structures and Tableau's data source requirements, so your portfolio analytics flow seamlessly into visual dashboards.
Redbird reads Charles River's position files, compliance output, and performance attribution hierarchies, then structures them for Tableau's data engine. The AI recognizes security master fields, benchmark mappings, strategy hierarchies, and custom analytics—no manual field mapping required. When Charles River schemas change or new calculated fields appear, Redbird adapts your Tableau data sources automatically. Your dashboards stay current as your investment data model evolves.
faster than exporting Charles River data and rebuilding Tableau extracts manually
Redbird can pull from Charles River 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 Charles River 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 Charles River into Tableau, or from Tableau 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 event in Charles River or Tableau—trades settling, compliance checks completing, or dashboard filters changing.
Fires when orders are fully or partially filled in the order management system.
Triggers when pre-trade or post-trade compliance rules complete with pass/fail results.
Activates when end-of-day positions, cash balances, or holdings change for managed accounts.
Pull returns, attribution, benchmark comparisons, and risk statistics for specified strategies or accounts.
Extract order fills, broker allocations, execution prices, and timestamps for TCA analysis.
Get violation details, affected securities, rule codes, and breach severity from compliance modules.
Fires when users adjust date ranges, strategy selections, or other parameters in published dashboards.
Triggers when calculated fields, aggregations, or metrics cross defined limits in visualizations.
Activates after Tableau extracts or live connections finish updating with new data.
Refresh Tableau extract files with new investment data, replacing or appending records as configured.
Deploy modified dashboards or data connections to Tableau Server or Tableau Cloud environments.
Add or modify Tableau calculations that reference Charles River data structures and hierarchies.
See how investment teams use Redbird to sync Charles River portfolio data into Tableau dashboards—without manual exports or fragile ETL pipelines.