Connect Refinitiv and
Tableau with AI

Redbird AI syncs market data, pricing feeds, and financial analytics from Refinitiv directly into Tableau dashboards. Stop exporting CSVs, manually refreshing extracts, or writing custom ETL scripts to keep your investment dashboards current.

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 portfolio dashboards with live market data and pricing updates

Stream real-time equity prices, FX rates, and commodity data from Refinitiv into Tableau extracts on your schedule. Portfolio performance dashboards update automatically without manual data pulls. Analysts see current positions valued at live market prices.

Build sector performance reports from Refinitiv fundamentals and index data

Pull company financials, earnings data, and sector classifications from Refinitiv into Tableau data sources. Create comparative dashboards showing industry performance, valuation multiples, and peer benchmarking. Reports refresh daily with the latest filings and market close data.

Sync economic indicators and macro data for investment committee dashboards

Connect Refinitiv economic time series—GDP, inflation, unemployment, central bank rates—to Tableau workbooks. Investment teams view global macro trends alongside portfolio exposures. Data refreshes automatically ahead of scheduled IC meetings.

Update risk dashboards when VaR calculations or volatility metrics change

Monitor Refinitiv risk analytics outputs and push updates to Tableau risk management dashboards when exposure thresholds shift. Risk officers see current portfolio VaR, stress test results, and correlation matrices. Alerts trigger when metrics exceed policy limits.

Automate fixed income analytics from Refinitiv curves and credit spreads

Extract yield curves, credit default swap spreads, and bond pricing data from Refinitiv into Tableau bond portfolio dashboards. Duration, convexity, and spread analytics update as market conditions change. Fixed income teams see current valuations without manual data entry.

Capture news sentiment and event data for market monitoring dashboards

Pull Refinitiv news feeds, corporate actions, and market event data into Tableau timeline visualizations. Traders correlate price movements with breaking news and scheduled announcements. Event calendars sync automatically to keep teams informed of earnings, dividends, and macro releases.

Live in four steps

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

01

Connect your accounts

Authorize Refinitiv and Tableau 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 Refinitiv's market data schemas and instrument identifiers alongside Tableau's extract refresh cycles and data source requirements.

AI that understands financial data structures and visualization formats

Redbird maps Refinitiv RICs, ISINs, and time series structures to Tableau dimensions and measures automatically. The AI recognizes price feeds, corporate actions, reference data hierarchies, and analytics outputs from Refinitiv, then structures them for optimal dashboard performance in Tableau. Field types, aggregations, and refresh schedules adapt to whether you're working with tick data, daily closes, fundamentals, or news sentiment.

Instrument identifier mapping
Time series normalization
Market data type detection
Extract optimization
10×

faster than building custom Refinitiv API scripts and Tableau extract refresh pipelines

No Python data engineering, manual schema mapping, or scheduled job orchestration required

Auto-generated reports

Redbird can pull from Refinitiv and Tableau 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 Refinitiv or Tableau.

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 Refinitiv into Tableau, or from Tableau back into Refinitiv. 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 market data updates in Refinitiv or dashboard refresh schedules in Tableau.

Refinitiv
Triggers & Actions
Trigger

Price update exceeds threshold

Trigger when equity, FX, or commodity prices move beyond specified percentage or absolute levels.

Trigger

New corporate action announced

Fire when dividends, splits, mergers, or earnings announcements appear for tracked securities.

Trigger

Market data feed updated

Detect when Refinitiv time series receive end-of-day updates or real-time ticks for monitored instruments.

Action

Query instrument fundamentals

Retrieve financial statements, ratios, ownership data, or credit ratings for specified companies or ISINs.

Action

Pull historical price series

Extract time series data for equities, bonds, indices, or derivatives across custom date ranges and frequencies.

Action

Fetch news and sentiment

Get breaking news, analyst research, or sentiment scores for specific securities, sectors, or topics.

Tableau
Triggers & Actions
Trigger

Dashboard refresh completed

Fire when Tableau extract or live connection finishes refreshing on a published workbook.

Trigger

Scheduled refresh fails

Trigger when a Tableau data source refresh encounters errors or connection issues.

Trigger

User views dashboard

Detect when specific workbooks or views are accessed by stakeholders, indicating demand for current data.

Action

Refresh Tableau extract

Trigger an immediate data extract refresh for workbooks connected to Refinitiv market data sources.

Action

Update data source connection

Modify connection parameters, credentials, or query filters for Tableau data sources pulling Refinitiv data.

Action

Publish or update workbook

Push new or updated dashboards to Tableau Server or Tableau Cloud with refreshed Refinitiv analytics.

Refinitiv
+
Tableau

Ready to connect your stack?

See how Redbird AI connects Refinitiv market data to Tableau dashboards without custom code. Start automating financial reporting and portfolio analytics today.

Get started → Book a demo