What you can do with Massive (formerly Polygon.io).
Massive, formerly Polygon.io, provides APIs for financial market prices and reference data.
Deliver the daily market briefing
Finn completes the research desk's recurring market reporting job.
Typically handled byMarket research associate
Starts when
The team's daily briefing cutoff arrives.
What Finn handles
Read the watchlist and reporting scope, then collect the relevant Massive prices, market activity and company news.
Separate observed price changes from third-party commentary and label each dataset's date and timing.
Produce the internal briefing in Google Docs or SharePoint with source links and the specific developments the team tracks.
Distribute it to the designated internal audience and record unanswered research questions for follow-up.
The result
The team receives a dated, sourced market briefing with a recorded research follow-up list.
Build a sourced public-company research packet
Finn assembles the evidence package for an analyst's company review.
Typically handled byCorporate research analyst's associate
Starts when
An analyst requests a review of a named public company.
What Finn handles
Identify the company and ticker, then gather Massive company details, available financial statements, historical prices and recent news.
Organize financial periods and units consistently, preserving the source dates and gaps in the available data.
Create the research packet in Excel or Google Sheets with linked evidence and clearly separated calculations.
Deliver the packet to the analyst and complete factual follow-up requests without recommending an investment.
The result
The analyst has a completed, traceable company research packet for their own judgment.
Reconcile a corporate-action research calendar
Finn handles the collection and record work behind dividend and split monitoring.
Typically handled byCorporate actions research coordinator
Starts when
The reporting team's watchlist reaches its corporate-action review date.
What Finn handles
Retrieve the relevant Massive dividend and split events for the selected companies and period.
Compare announcement, ex-dividend, payment and execution dates with the team's existing research calendar.
Update the calendar in Excel or SharePoint and identify changes that affect the team's historical datasets.
Send the sourced changes to the responsible analyst or accounting owner and record their requested follow-up.
The result
The research calendar reflects the available corporate-action evidence and recorded changes.
Complete a peer-company comparison report
Finn performs the data preparation behind a comparable-company research assignment.
Typically handled byFinancial research associate
Starts when
An analyst defines a peer group and reporting period.
What Finn handles
Read the analyst's selected companies and comparison measures, then collect the available Massive financial and market data.
Align periods, currencies and units where the source permits, explicitly preserving gaps and non-comparable figures.
Build the comparison tables in Excel and attach source dates and the calculation basis.
Deliver the completed report and resolve factual corrections, leaving valuation conclusions and recommendations to the analyst.
The result
The peer comparison is complete, sourced and ready for professional interpretation.
Investigate a market-data discrepancy
Finn resolves the research administration around conflicting numbers.
Typically handled byMarket data operations analyst
Starts when
A report shows a price, ticker or historical-series mismatch.
What Finn handles
Identify the affected observation, requested date and source used in the report.
Retrieve the relevant Massive series and corporate-action information, distinguishing adjusted and unadjusted values and data timing.
Correct the reporting dataset when the source evidence explains the difference, or document the unresolved source question.
Refresh the affected Excel report and record the correction, evidence and remaining provider inquiry.
The result
The report contains the corrected observation or an explicit, sourced unresolved discrepancy.
Deliver a historical market study dataset
Finn completes the collection and preparation work for a defined research study.
Typically handled byQuantitative research data associate
Starts when
A researcher specifies instruments, dates and the study's data requirements.
What Finn handles
Retrieve the Massive historical data available for the requested instruments and date range.
Organize the observations with their dates, market sessions and adjustment basis, documenting missing periods.
Export the research dataset to the team's data workspace and produce the agreed descriptive tables or charts.
Record the source coverage and answer factual data questions without turning the study into trading instructions.
The result
The researcher receives a documented historical dataset and completed descriptive analysis.
Monitor the news around a research watchlist
Finn runs the repeatable monitoring and documentation behind company-event research.
Typically handled byCorporate intelligence research coordinator
Starts when
A new Massive news item matches the team's watchlist.
What Finn handles
Match the item to the tracked company and read the linked publisher context available for the research use.
Summarize the factual development briefly, link the original source and separate reported claims from confirmed company facts.
Update the company research log in SharePoint and notify the analyst responsible for that topic.
Collect the analyst's follow-up questions, complete the factual research and close the monitoring item with its sources.
The result
The event is captured in the research record with a completed factual follow-up.
Connection setup
Set up the connection around your work.
Contact Finn to discuss the records your workflow needs and the actions you want it to perform.
Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Massive (formerly Polygon.io).
finn