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Case study · Finance

Connecting Live Market Data to an AI Financial Workflow in n8n

Authenticated a live market-data websocket inside n8n, giving a US client the data connection their AI financial workflow depended on.

5 stars from the client
Client
US founder
Industry
Finance and trading
Timeline
Sep 2025 to Apr 2026
Engagement
Hourly
How it works

The system, step by step

In this case study, we cover how a live Polygon market-data websocket was authenticated and connected inside n8n. The goal was a reliable data feed that an AI-driven financial workflow could be built on top of.

  • Market data

    Live websocket feed

  • Authentication

    Connection that stays up

  • n8n workflow

    Streaming data handled

  • AI financial logic

    Ready for live data

The challenge

What the brief demanded

A streaming feed behaves differently from the request and response calls most n8n workflows are built around, so the connection had to be designed on purpose:

The client

The client was a US-based owner building an AI financial workflow that needed live market data. The workflow tool was n8n, which made the data connection the first thing that had to work.

  • Authenticating the websocket correctly so the feed connects and stays connected.
  • Fitting a streaming data source into a workflow tool built around discrete runs.
  • Producing something the client's AI workflow could use straight away, without a rebuild.
What we built

Built and handed over

We set up the authenticated connection inside n8n and wired it into the client's workflow so the AI financial logic had live data to work with.

  • An authenticated Polygon websocket connection running inside n8n.
  • The connection wired into the client's AI financial workflow.

The work ran as an hourly engagement that started in September 2025 and was completed with the client's five-star rating.

  • n8n
  • Polygon market-data websocket API
  • An AI model for the financial workflow

“[Name withheld] is one of the best people I've worked with on Upwork. He's responsive. Understands complex requirements the first time you communicate them. He made a complex AI financial workflow for me in a short period of time. I'm looking forward to working on future projects with him.”

Client, United States, five-star rating on completion.
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