Implementation
How do I access market data on my trading platform?
Access market data on your trading platform through the integrated knowledge base and custom actions. The knowledge base delivers company profiles, news, and historical context instantly, while custom actions pull real-time prices and charts directly into your chat. This combination gives you a complete, up-to-the-second view for faster, more informed decisions.
Accessing Market Data via the Knowledge Base
The platform’s knowledge base is trained on your approved market documents, filings, summaries, and research. It provides accurate, grounded answers without web guessing. Ask for a company overview, recent earnings highlights, or sector performance, and the response comes directly from your own content, with citations where available. No need to search through PDFs or dashboards - just type your question in the chat.
Using Custom Actions for Real-Time and Historical Data
Custom actions connect the platform to live data sources and historical archives. From inside the chat, you can request:
- Real-time streaming prices for stocks, forex, or commodities.
- Historical price data and volume for any timeframe.
- Technical indicator values (e.g., moving averages, RSI).
Simply type a natural command like “Show real-time data for AAPL” or “Get me the last 5 years of closing prices for EUR/USD,” and the action retrieves the data instantly.
Market Analysis Tools in the Platform
Beyond raw data, the platform bundles key analysis tools to help you evaluate opportunities:
- Charting widgets – interactive, zoomable price charts with multiple timeframe selections.
- Screening and filtering – narrow down instruments by sector, market cap, volatility, or custom technical criteria.
- News sentiment overlays – see how recent headlines and sentiment scores affect specific instruments.
All tools are available without leaving the chat, and you can combine them for deeper research.
FAQ
How do I view real-time market data?
Open a chat and type a request with the ticker and “real-time,” for example “Real-time price for TSLA.” The platform’s custom action will fetch the latest bid/ask and display it inline. You can also ask for streaming updates on an active watchlist.
Can I access historical data?
Yes. Use custom actions to request historical prices by specifying the instrument and date range, such as “Show daily closes for BTC-USD from 2024-01-01 to 2025-12-31.” The data can be displayed as a table or exported directly from the chat.
What market analysis tools are available?
Interactive charts, screeners, technical indicators, and news sentiment overlays are all available through the knowledge base and custom actions. You can ask “Chart EUR/USD with a 20-period moving average” or “Screen for tech stocks with RSI below 30” and get results instantly.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.