Redbird AI automates the flow of financial data from FactSet into Looker dashboards and analytics models. Stop manually exporting fundamentals, estimates, and portfolio data—let AI keep your investment analytics current and consistent across your reporting layer.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull updated financials, earnings estimates, and consensus data from FactSet into your Looker explores. Redbird maps FactSet identifiers to your LookML dimensions, ensuring metrics stay consistent. Investment teams get refreshed dashboards without manual CSV exports.
Stream portfolio composition, returns, and attribution data from FactSet into Looker visualizations. Redbird handles position reconciliation and metric calculation. Portfolio managers see live performance against benchmarks without waiting for batch updates.
Trigger notifications when FactSet estimate revisions or rating changes occur for companies in your Looker sector models. Redbird cross-references ticker symbols and analyst coverage lists. Research teams react to material changes immediately.
Append institutional holder positions, insider transactions, and ownership concentration metrics to your Looker company dimensions. Redbird joins FactSet ownership feeds to existing company tables by CUSIP, ISIN, or ticker. Analysts run governance and positioning queries without switching platforms.
When users apply specific filters in Looker exploration views, automatically create corresponding FactSet screening criteria to pull expanded datasets. Redbird translates LookML filter logic into FactSet query syntax. Analysts iterate between visualization and sourcing without rebuilding screens.
Capture periodic snapshots of FactSet estimates, price targets, and ratings to build historical trend datasets in Looker. Redbird timestamps and versions each extract, preserving as-reported figures. Quant teams backtest models against actual consensus evolution, not restated data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet 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 FactSet's financial data structures and Looker's semantic modeling layer, intelligently mapping securities identifiers, fundamentals, and estimates into governed LookML dimensions and measures.
Redbird's AI parses FactSet schemas—company fundamentals, normalized financials, estimate consensus objects, ownership structures—and automatically aligns them with your Looker explores and persistent derived tables. It handles identifier normalization across ticker symbols, CUSIPs, SEDOLs, and PermIDs, then maps FactSet metrics to corresponding LookML dimensions and type: number measures. When FactSet data structures change or you refactor LookML models, Redbird adapts field mappings and transformation logic without manual reconfiguration.
faster than building custom ETL between FactSet APIs and Looker PDTs
Redbird can pull from FactSet 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 FactSet 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 FactSet into Looker, or from Looker back into FactSet. 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 earnings updates in FactSet or dashboard interactions in Looker—Redbird connects every event across your financial analytics stack.
Fires when analyst consensus estimates update for tracked securities in FactSet.
Triggers when portfolio composition changes or new positions appear in FactSet portfolio analytics.
Activates when institutional holder or insider transaction data updates for covered companies.
Retrieve income statement, balance sheet, or cash flow data for specified tickers and periods.
Execute a saved FactSet screen or custom query and return matching securities list.
Extract historical price, volume, and returns data for securities and benchmarks.
Fires when a user applies specific dimension filters in a Looker explore or dashboard.
Triggers when a scheduled Looker report runs and generates result sets.
Activates when a Looker metric crosses a defined threshold in scheduled data tests.
Trigger a rebuild of a specific PDT to incorporate newly synced FactSet data.
Write new dimension members or metadata to Looker data tables via connected warehouse.
Generate or update a Looker explore definition based on incoming FactSet schema metadata.
Sync FactSet financial data with Looker analytics in minutes. Redbird AI handles the complexity of mapping securities identifiers, normalizing fundamentals, and keeping your LookML models current—so your investment team can focus on insights, not data plumbing.