Automate the flow of financial intelligence between your data warehouse and S&P's platform. Stop manually exporting Capital IQ data to CSV, uploading to S3, and running transformation scripts. Let Redbird sync company financials, market data, and screening results directly into your analytics infrastructure.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull equity screens, company financials, and estimates from Capital IQ into structured Redshift tables. Keep investment research data current without manual exports. Enable analysts to query Capital IQ data alongside internal performance metrics.
Match company identifiers in your Redshift portfolio tables to S&P Capital IQ records and append financial metrics, credit ratings, and analyst estimates. Maintain enriched datasets that update as Capital IQ data refreshes. Power valuation models with the latest market intelligence.
Send internal M&A transaction records and deal metrics from Redshift to Capital IQ for benchmarking against market comparables. Enable investment teams to contextualize proprietary deals within broader market trends. Automate the data prep that currently requires spreadsheet exports.
Monitor discrepancies between internal forecast models stored in Redshift and S&P Capital IQ consensus estimates. Trigger notifications when variance thresholds are exceeded. Surface opportunities or risks flagged by data misalignment across systems.
Capture point-in-time snapshots of Capital IQ company financials, estimates revisions, and pricing data into Redshift. Build historical datasets that track how analyst consensus and fundamentals evolve. Enable backtesting and longitudinal research impossible within Capital IQ's native interface.
Combine position data from Redshift with current pricing, fundamentals, and multiples from S&P Capital IQ. Generate mark-to-market valuations and performance attribution automatically. Eliminate the morning ritual of updating Excel files with overnight data pulls.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Redshift 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 both Redshift's columnar schema structures and S&P Capital IQ's financial data taxonomy, so you can connect complex datasets without custom ETL code.
Redbird maps S&P Capital IQ identifiers (Capital IQ IDs, tickers, CUSIPs) to your Redshift company dimensions automatically. It understands how to unnest Capital IQ's nested financial statement structures into normalized Redshift tables. The AI handles type conversions between Capital IQ's API formats and Redshift column types, detects schema changes in either system, and maintains referential integrity across company master data, time-series financials, and estimates tables.
faster than building Capital IQ-to-Redshift ETL with Python scripts and Airflow
Redbird can pull from Redshift 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 Redshift 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 Redshift into S&P Capital IQ, or from S&P Capital IQ back into Redshift. 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 data changes in Redshift or new financial intelligence in S&P Capital IQ.
Trigger when new records appear in specified Redshift tables, like portfolio positions or transaction logs.
Monitor a saved analytical query and trigger when results change beyond defined thresholds.
Detect when table schemas are altered, columns added, or data types changed in target tables.
Write batches of records from Capital IQ into Redshift tables with automatic type mapping and deduplication.
Run SQL queries with dynamic parameters derived from Capital IQ data to update or enrich existing records.
Update existing records or insert new ones based on composite keys like company ID and fiscal period.
Trigger when S&P Capital IQ publishes updated financial statements or metrics for tracked companies.
Detect when analyst consensus estimates are revised for earnings, revenue, or other forecast metrics.
Monitor when S&P updates credit ratings or outlooks for companies in your coverage universe.
Pull income statement, balance sheet, and cash flow data for specified companies and time periods.
Run equity or private company screens based on financial metrics and return matching company lists.
Retrieve M&A comps and transaction multiples for specified industries, deal sizes, or date ranges.
See how Redbird connects Redshift and S&P Capital IQ in minutes. Stop building custom ETL for financial data pipelines and start automating the intelligence layer of your data stack.