Connect Looker and
Refinitiv with AI

Sync Looker with Refinitiv to automate financial data workflows across your analytics stack. Stop manually exporting market data, copy-pasting securities pricing, and reconciling financial metrics between systems. Redbird AI handles the integration so your team can focus on insight, not data movement.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Auto-refresh Looker dashboards with latest Refinitiv market prices and reference data

Pull real-time securities pricing, FX rates, and instrument reference data from Refinitiv into your cloud warehouse, then trigger Looker dashboard refreshes. Keep executive portfolios, risk reports, and trading analytics current without manual data pulls or scheduled batch jobs.

Enrich Looker financial models with Refinitiv company fundamentals and ownership data

When analysts build new Looker Explores or update LookML models, automatically append Refinitiv company financials, ESG scores, and institutional ownership data to investment and credit risk models. Ensure valuations and risk metrics always include the latest fundamental data.

Push Looker-calculated portfolio metrics back to Refinitiv-powered risk systems

Export custom performance attribution, factor exposures, and portfolio analytics calculated in Looker directly to downstream risk management platforms that consume Refinitiv data. Bridge the gap between BI-driven insights and operational trading systems with automated data feeds.

Alert investment teams when Looker KPIs breach thresholds using Refinitiv market events

Monitor Looker-tracked portfolio metrics and trigger alerts when combined with Refinitiv news sentiment, volatility spikes, or credit rating changes. Correlate internal analytics with external market signals to surface risk events before they impact positions.

Automate regulatory and client reporting by merging Looker analytics with Refinitiv market data

Combine client portfolio performance from Looker with Refinitiv benchmark indices, sector classifications, and corporate actions data to generate compliance reports and investor statements. Eliminate manual data assembly and version control issues across monthly and quarterly reporting cycles.

Capture Refinitiv time-series data snapshots when Looker identifies trading signal patterns

When Looker dashboards detect specific quantitative patterns or anomalies in historical analysis, automatically archive the corresponding Refinitiv raw tick data, news feeds, and order book snapshots. Build an audit trail connecting analytical insights to underlying market microstructure for backtesting and compliance.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Looker and Refinitiv with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Looker's LookML semantic layer and Refinitiv's financial data schemas—from instrument identifiers to time-series pricing structures—so your teams can automate complex financial analytics workflows without custom API development.

AI that speaks LookML dimensions and Refinitiv RICs

Redbird's AI natively maps between Looker's dimension groups, measures, and derived tables and Refinitiv's instrument identifiers (RICs, PERMIDs), time-series data structures, and corporate hierarchies. The platform automatically handles identifier translation, time zone alignment for market data, and schema evolution when your LookML models or Refinitiv data feeds change. No need to maintain brittle mapping tables or write transformation logic for every new metric your analysts define.

LookML model auto-discovery
RIC/PERMID resolution
Time-series aggregation logic
Corporate action adjustments
10×

faster than building custom Refinitiv API integrations into your data warehouse and Looker pipeline

No Python scripts, no ETL orchestration, no manual schema mapping between Refinitiv data models and your LookML definitions

Auto-generated reports

Redbird can pull from Looker and Refinitiv simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Looker or Refinitiv.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Looker into Refinitiv, or from Refinitiv back into Looker. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Looker or Refinitiv—from dashboard threshold breaches to real-time market data updates.

Looker
Triggers & Actions
Trigger

Dashboard tile value exceeds threshold

Trigger when any Looker visualization crosses a defined metric boundary in scheduled or real-time queries.

Trigger

Look or dashboard is viewed

Detect when specific users or groups access key reports and investment dashboards.

Trigger

LookML model is deployed

Respond when analysts push changes to production data models or add new metric definitions.

Action

Create or update Look

Programmatically generate new saved Looks based on incoming Refinitiv data or external triggers.

Action

Run query and export results

Execute parameterized Looker queries and send formatted datasets to downstream financial systems.

Action

Update PDT or persistent derived table

Trigger selective rebuilds of Looker aggregation tables when Refinitiv reference data changes.

Refinitiv
Triggers & Actions
Trigger

Market data quote update

Trigger when specific instruments receive new pricing, volume, or bid-ask spread data from Refinitiv feeds.

Trigger

News article published

Detect when Refinitiv publishes breaking news, earnings releases, or regulatory filings for tracked entities.

Trigger

Corporate action announced

Respond to dividends, splits, mergers, or other corporate events affecting held securities.

Action

Fetch instrument reference data

Retrieve current classification, issuer details, and identifiers for securities identified in Looker analysis.

Action

Pull time-series pricing history

Extract historical OHLC, tick data, or benchmark indices for specified date ranges and instruments.

Action

Query fundamental data and estimates

Access company financials, analyst estimates, and ESG metrics to enrich Looker-based investment models.

Looker
+
Refinitiv

Ready to connect your stack?

See how Redbird AI connects Looker and Refinitiv to automate your financial analytics workflows. Build integrations that understand both your semantic layer and market data structures—no custom API code required.

Get started → Book a demo