portfolIQ
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Migrating from Polygon.io

Endpoint-to-endpoint mapping from Polygon.io to portfolIQ. Honest about current gaps.

Migrating from Polygon.io

"One API. Raw data, AI context, dbt models. Cancel your five other subscriptions."

This guide helps you migrate from Polygon.io to portfolIQ. It includes an honest mapping of what is covered today, what is not, and a realistic timeline for upcoming gaps.


Why migrate

portfolIQ is not a Polygon clone. The differences that matter for developers:

Polygon.ioportfolIQ
CoverageUS stocks + options + cryptoCrypto top 1000 (EU-first) — ETF EU M6+, stocks M9+
AI layerNonePer-asset classification, sentiment, fundamentals — historized with model ID + prompt version
dbt modelsNoneData Vault 2.0 models published on dbt Hub, drop-in for your warehouse
Data jurisdictionUSHetzner EU (DE/FI), GDPR-native, billing in EUR
PricingStarts at $29/month (stocks)Free tier 30k calls/month — Starter €29/month
Auth?apiKey= query paramX-API-Key header

If you are building a EU-focused fintech or need data-engineering-ready output with dbt models, portfolIQ is the natural fit.

If you need US stocks or options chains today, see Honest gaps below.


Endpoint mapping — public

The five most-used Polygon endpoints and their portfolIQ equivalents.

1. Aggregate bars (OHLCV)

Polygon

GET /v2/aggs/ticker/{ticker}/range/{multiplier}/{timespan}/{from}/{to}
?apiKey=YOUR_KEY

portfolIQ

GET /v1/assets/{coingecko_id}/prices/ohlcv
?interval=1h&from=2024-01-01T00:00:00Z&to=2024-01-31T23:59:59Z
X-API-Key: YOUR_KEY

Key differences:

  • Identifier: Polygon uses ticker (BTC); portfolIQ uses coingecko_id (bitcoin). See Asset identifiers.
  • Timespan: portfolIQ uses interval (1h, 1d) — no multiplier parameter.
  • Authentication: header, not query param.
  • Price is a VWAP consensus across 4 exchanges (Binance, Kraken, Coinbase, Bybit) — not a single-exchange close.

2. Snapshot (latest price)

Polygon

GET /v2/snapshot/locale/global/markets/crypto/tickers/{ticker}
?apiKey=YOUR_KEY

portfolIQ

GET /v1/assets/{coingecko_id}
X-API-Key: YOUR_KEY

Returns: price_usd, volume_24h, market_cap_usd, _meta.last_updated_at, _meta.next_refresh_at.

3. Ticker details (fundamentals)

Polygon

GET /v3/reference/tickers/{ticker}
?apiKey=YOUR_KEY

portfolIQ

GET /v1/assets/{coingecko_id}/fundamentals
X-API-Key: YOUR_KEY

Includes: protocol fees (P/S, P/R from DeFiLlama), TVL, circulating supply, sector classification, DeFi metrics.

4. News

Polygon

GET /v2/reference/news?ticker={ticker}
?apiKey=YOUR_KEY

portfolIQ

GET /v1/assets/{coingecko_id}/ai-analysis?type=sentiment_score
X-API-Key: YOUR_KEY

Key difference: portfolIQ does not expose raw news headlines (third-party redistribution restrictions). Instead, it exposes the AI-generated sentiment score computed from the last 48h of news coverage — with source count, score, label, and the prompt version used.

5. List all tickers

Polygon

GET /v3/reference/tickers?market=crypto
?apiKey=YOUR_KEY

portfolIQ

GET /v1/assets?limit=100&page=1
X-API-Key: YOUR_KEY

Pagination: cursor-based with next_cursor (not page-offset). Returns coingecko_id, ticker, name, tier, price_usd, is_active.


Honest gaps

portfolIQ is in active development. These Polygon features are not available today:

Polygon featureportfolIQ statusTimeline
US stocks OHLCVNot availableM9+ (Polygon licensed wrapper under evaluation)
Options chainNot plannedOut of scope (M0-M18)
Level 2 order bookNot availableNot on roadmap
Intraday tick data (sub-minute)Not availableNot on roadmap — hourly is the minimum granularity
EU stocks (Euronext, Xetra, LSE)Not availableM6+ (ETF EU first)
ForexNot availableNot on roadmap
Dividends / corporate actionsNot availableM9+ (stocks milestone)
Websocket streamingNot availableNot on roadmap for M0-M12

We publish this list because hiding gaps is a waste of your time. If a blocker affects your use case, open a discussion on GitHub — it feeds directly into the roadmap.


Authentication migration

Polygon uses a query param. portfolIQ uses a header.

PolygonportfolIQ
Auth mechanism?apiKey=YOUR_KEY (query param)X-API-Key: YOUR_KEY (header)
Key sourcePolygon dashboardportfolIQ dashboard
Error on missing key403 Forbidden401 Unauthorized
Error on wrong scopeN/A403 Forbidden with upgrade_url

Do not put API keys in URLs. Query params are logged by proxies and CDNs. Headers are not.


Quick test

Verify your key is working:

curl https://api.portfoliq.io/v1/assets/bitcoin \
  -H "X-API-Key: YOUR_KEY"

Expected response includes price_usd, _meta.last_updated_at, and ai_metadata.freshness_status.


Advanced migration guide

Sign in to access the full migration guide. The sections below — complete code examples, parameter mapping details, and pagination migration — require a free account.

Create a free account to access the full migration guide.

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Not financial advice. portfolIQ provides factual data for informational purposes only. Methodology disclosed.