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.

Real results, real customers, real stories

“We're saving an average of 4,000+ calls a month.”
Implementing an Agent revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service️ along with our business services.
Lindsey Roark Mayes
Ex-Director of SOS IT (State of Indiana)
“Cutting down on staff needing to email back.”
Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.
Levi Eastwood
Marketing Director of UCI Merage School
“Powerful tool - and there's so much more still to explore!”
I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
Aaron Rittmaster
Founder
“I like the product.”
Takes those boring forms and allows you to make the collecting of customer information enjoyable for the user. It has a lot of value and I see the company constantly working on improving it.
Pierre Rattini
Director of Marketing
“Very responsive and supportive Team”
I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
Keisha Cameron
Product Manager
“Easy for cooperation and open to agreement.”
One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
Milica Petrovic
Customer Care Project Associate
“Great service”
The guys at Tars are so passionate about bots and maximum engagement. Tars is overall a great product with really nice people there to help me engage and automate conversations I would have otherwise missed.
Nigel Gosling
Health Coach
“Best in class for lead generation”
TARS is an essential tool within our lead gen strategy. I started to use it a couple years ago, and the platform evolved to focus on results. You can integrate your Google Analytics, Facebook Pixel, and AdWords conversion tag to track results and measure your campaign. You can also integrate with Zapier, which opens a lot of possibilities. Compared with static landing pages, we have seen an increase in conversions and more engagement.
Leonardo Wolff
Founder
“Very professional and cooperative”
Building an automated chat that our customers actually used and reduced calls amount.
Maryam Alhaddad
Customer Journey Designer
“Flexibility and good service”
Tars platform is very flexible, so you can do pretty much any flux you desire. Also integrates with any third party through APIs with a very simple and easy-to-use interface. Also tars team is great! Always at disposal and brings suggestions and solutions for any issue encountered during the process of building the chatbot.
Lucas Von Lachmann
Process Manager
“Deserved The title of the Best Chatbot of the Year”
If you are building chatbots, you cannot go wrong with TARS. I have been with this company since their beginning. Seen how they have grown. I have tested a lot of bots, but this one is still the best out there. We use WhatsApp a lot for our business. And what I like best is that I can have 1 chatbot for website and for my WhatsApp. I especially appreciate their support team as well. Whenever I am stuck, they quickly reply to my questions.
MJ Felix
Chairman
“Advanced integration, easy to use, and very customizable.”
This chatbot does everything from AI integration to complete customization and is excellent for lead conversion in most industries. I think the pre-formatted templates are an excellent boost to get started quickly. The team is also excellent.
Rachel Rowling
Chief Operating Officer
“The chatbot implementation has exceeded expectations!”
The implementation has delivered 24/7 customer support and is proving its value by reducing Contact center calls by around 5% in just four months of operation. Beyond enhancing the e-care experience, the chatbot is driving impressive business results, achieving a remarkable 20% month-on-month growth.
Victor Pereira
Customer Care and CX Manager
“We're saving an average of 4,000+ calls a month.”
Implementing an Agent revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service️ along with our business services.
Lindsey Roark Mayes
Ex-Director of SOS IT (State of Indiana)
“Cutting down on staff needing to email back.”
Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.
Levi Eastwood
Marketing Director of UCI Merage School
“Powerful tool - and there's so much more still to explore!”
I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
Aaron Rittmaster
Founder
“I like the product.”
Takes those boring forms and allows you to make the collecting of customer information enjoyable for the user. It has a lot of value and I see the company constantly working on improving it.
Pierre Rattini
Director of Marketing
“Very responsive and supportive Team”
I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
Keisha Cameron
Product Manager
“Easy for cooperation and open to agreement.”
One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
Milica Petrovic
Customer Care Project Associate
“Great service”
The guys at Tars are so passionate about bots and maximum engagement. Tars is overall a great product with really nice people there to help me engage and automate conversations I would have otherwise missed.
Nigel Gosling
Health Coach
“Best in class for lead generation”
TARS is an essential tool within our lead gen strategy. I started to use it a couple years ago, and the platform evolved to focus on results. You can integrate your Google Analytics, Facebook Pixel, and AdWords conversion tag to track results and measure your campaign. You can also integrate with Zapier, which opens a lot of possibilities. Compared with static landing pages, we have seen an increase in conversions and more engagement.
Leonardo Wolff
Founder
“Very professional and cooperative”
Building an automated chat that our customers actually used and reduced calls amount.
Maryam Alhaddad
Customer Journey Designer
“Flexibility and good service”
Tars platform is very flexible, so you can do pretty much any flux you desire. Also integrates with any third party through APIs with a very simple and easy-to-use interface. Also tars team is great! Always at disposal and brings suggestions and solutions for any issue encountered during the process of building the chatbot.
Lucas Von Lachmann
Process Manager
“Deserved The title of the Best Chatbot of the Year”
If you are building chatbots, you cannot go wrong with TARS. I have been with this company since their beginning. Seen how they have grown. I have tested a lot of bots, but this one is still the best out there. We use WhatsApp a lot for our business. And what I like best is that I can have 1 chatbot for website and for my WhatsApp. I especially appreciate their support team as well. Whenever I am stuck, they quickly reply to my questions.
MJ Felix
Chairman
“Advanced integration, easy to use, and very customizable.”
This chatbot does everything from AI integration to complete customization and is excellent for lead conversion in most industries. I think the pre-formatted templates are an excellent boost to get started quickly. The team is also excellent.
Rachel Rowling
Chief Operating Officer
“The chatbot implementation has exceeded expectations!”
The implementation has delivered 24/7 customer support and is proving its value by reducing Contact center calls by around 5% in just four months of operation. Beyond enhancing the e-care experience, the chatbot is driving impressive business results, achieving a remarkable 20% month-on-month growth.
Victor Pereira
Customer Care and CX Manager

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.

GDPR
ISO
SOC 2
HIPAA

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