Polygon io

Turn financial questions into instant answers with Polygon.io AI

Traders, analysts, and investors ask complex market questions every day. Your AI agent leverages Polygon.io's deep market data API to pull stock summaries, crypto technical indicators, inflation metrics, and forex analysis directly into the conversation flow.

Chosen by 800+ global brands across industries

Deep market intelligence, one question away

Your agent accesses Polygon.io's comprehensive data suite covering equities, crypto, forex, economic indicators, and technical analysis, delivering Wall Street-grade insights conversationally.

Polygon io

Use Cases

Financial analysis through conversation

See how fintech platforms and advisory services use Polygon.io data through AI agents to deliver market insights, track portfolio performance, and answer client questions.

Portfolio Performance Briefs on Demand

A wealth management client messages asking how their top holdings did this week. Your AI Agent retrieves daily ticker summaries from Polygon.io for each stock, compiles the open-to-close changes, calculates the weighted portfolio return, and presents a concise performance brief. The client gets a personalized update without waiting for their advisor's weekly email.

Crypto Technical Analysis in Plain English

A retail crypto trader on your platform asks whether Ethereum looks bullish. Your AI Agent pulls the RSI, EMA, and MACD indicators from Polygon.io for ETH-USD, interprets the signals, and explains in simple language whether momentum is building. The trader gets actionable analysis without reading a single chart.

Economic Data for Informed Decision Making

A CFO preparing for a board meeting asks about the latest inflation trends. Your AI Agent fetches CPI and PCE data from Polygon.io's economy endpoints, shows the month-over-month and year-over-year changes, and provides context on the Fed's target. The executive walks into the meeting prepared with fresh macroeconomic data.

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Polygon io

Polygon io

FAQs

Frequently Asked Questions

What is the difference between the Polygon and Polygon.io integrations in Tars?

Both connect to Polygon.io's market data API but expose slightly different endpoint sets. The Polygon.io integration includes additional endpoints for economic indicators like inflation data, condition codes, and broader ticker discovery. Choose the one that covers the specific data points your use case requires.

Can the AI agent calculate technical indicators like RSI and MACD for crypto?

Yes. Polygon.io provides dedicated crypto technical indicator endpoints for RSI, MACD, EMA, and SMA. The agent calls these with your preferred ticker pair, time period, and window settings, then returns the calculated values ready for conversational delivery to your users.

Does the agent have access to economic data beyond stock prices?

Yes. The Polygon.io integration includes the economy inflation endpoint that retrieves CPI and PCE price index data. This is useful for financial advisors, economists, and business leaders who need macroeconomic context during conversations.

How does the agent handle requests for tickers it cannot find?

If a ticker symbol returns no results, the agent uses Polygon.io's All Tickers endpoint to search for similar symbols and suggests alternatives. It explains that the ticker may be delisted, misspelled, or not covered, and asks the user to clarify.

Does Tars cache or store any financial data from Polygon.io?

No. Every data request is made live to Polygon.io's API during the conversation. Stock prices, indicator values, and economic metrics are fetched fresh each time and are not persisted in any Tars system. Data accuracy matches your Polygon.io plan's refresh rate.

Can I restrict which Polygon.io endpoints the agent is allowed to call?

Yes. In your Tars dashboard, you can configure which specific tools (endpoints) are enabled for the agent. If you only want stock data and not crypto, simply disable the crypto-related endpoints. The agent will only use the tools you activate.

How is this better than having users check a financial data website directly?

Financial data websites require users to navigate complex charts and filters. Your AI agent delivers the same data inline within the conversation, interprets it in context, and answers follow-up questions. Users get personalized financial insights without leaving your platform.

What Polygon.io subscription plan do I need for this integration?

The integration works with any Polygon.io plan, from free to enterprise. Your plan determines data freshness (real-time vs. delayed) and rate limits. The agent automatically works within your plan's constraints and informs users if specific data requires a higher tier.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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