Redbird AI syncs market data from Refinitiv into Power BI automatically—no more manual data exports, CSV wrangling, or stale dashboards. Build real-time financial analytics that update as markets move, without writing a single API script.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull live market data from Refinitiv and refresh Power BI datasets on schedule or when price thresholds are crossed. Portfolio managers see current positions valued at latest market prices without waiting for overnight batch processes. Redbird maps instrument identifiers and time series data to your Power BI data model automatically.
When analysts add new securities to Power BI models, automatically fetch company financials, ownership data, and ESG metrics from Refinitiv. Redbird matches ticker symbols and ISINs across both systems, appending credit ratings, industry classifications, and corporate actions to your existing datasets without manual lookup.
Monitor portfolio exposure, VaR calculations, or concentration limits in Power BI and trigger alerts that pull relevant Refinitiv news and market context. When a risk limit is breached, Redbird automatically packages the Power BI metric alongside current market conditions and recent headlines for immediate review.
Generate daily executive dashboards that blend internal performance metrics from Power BI with overnight market movements and breaking news from Refinitiv. Redbird schedules the workflow, retrieves relevant market data based on your holdings, and updates Power BI reports before market open.
Continuously capture historical pricing, reference data changes, and corporate actions from Refinitiv into Power BI datasets. Quant teams backtest strategies against clean historical data while compliance maintains audit trails of market data used in client reporting, all versioned and timestamped automatically.
Track which securities, exchanges, and data fields analysts actually use in Power BI reports and automatically adjust Refinitiv entitlements and data feeds. Redbird analyzes query patterns and dataset refresh logs to optimize data costs by surfacing underutilized subscriptions and flagging missing coverage.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Power BI and Refinitiv 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's AI understands both Power BI's semantic layer and Refinitiv's financial data schemas—mapping RICs to dataset columns, handling symbology changes, and managing time zones across market data and business intelligence.
Redbird maps Refinitiv Instrument Codes (RICs), ISINs, and CUSIPs to Power BI table relationships without manual configuration. Our AI handles time series alignment across different market calendars, converts Refinitiv's real-time pricing streams into Power BI DirectQuery or Import datasets, and resolves schema conflicts when reference data structures change. Whether you're syncing equity pricing to DAX measures or appending corporate actions to dimension tables, Redbird maintains referential integrity automatically.
faster than building custom Refinitiv API connectors and Power BI refresh scripts
Redbird can pull from Power BI and Refinitiv 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 Power BI or Refinitiv.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Power BI into Refinitiv, or from Refinitiv back into Power BI. 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 workflows from Power BI dataset refreshes or Refinitiv market events—Redbird connects every signal across your financial data stack.
Fire workflows when scheduled or manual Power BI dataset refreshes finish successfully or fail.
Detect when specific Power BI reports are viewed more than a set number of times in a period.
Monitor calculated measures in Power BI datasets and trigger when thresholds are breached.
Refresh Power BI Import or DirectQuery datasets with latest Refinitiv market or reference data.
Programmatically modify Power BI report layouts, filters, or data connections based on external triggers.
Extract specific Power BI charts or tables and save to SharePoint, email, or collaboration tools.
Activate workflows when instruments in your Refinitiv watchlist move beyond defined percentage or absolute changes.
Respond to dividends, splits, mergers, or other corporate events published through Refinitiv data feeds.
Trigger when Refinitiv publishes breaking news, analyst reports, or filings for tracked securities.
Retrieve historical or real-time pricing, volumes, and OHLC data for specified instruments and date ranges.
Pull company financials, ownership structures, ESG scores, or credit ratings for securities or entities.
Programmatically add or remove instruments from Refinitiv real-time streaming subscriptions.
Stop exporting CSVs and rebuilding Power BI connections every time Refinitiv data structures change. Redbird keeps your financial dashboards current with live market data, automatically.