Bamboo Invest Portfolio Reporting API
The user's portfolio provides comprehensive views of investment performance, cash positions, and account status. Understanding the different cash types and portfolio calculations is essential for presenting accurate information to users.##### Key Portfolio Terms#### Cash Categories:- **cash:** Total cash in the user’s brokerage account available for investment (buying power). All funds from deposits, stock sales, and cancelled or rejected trades are credited here.- **unsettled_cash:** Funds from stock sale are accounted for here, pending when they settle into withdrawal_cash- **withdrawal_cash:** Settled cash available for withdrawal from a user brokerage account. (Funds settle here after successful stock sale)- **actual_value:** Total portfolio value—sum of US stock holdings, unsettled cash, and cash balance#### Performance Metrics:- **value:** Current total portfolio value- **value_change:** Dollar change from previous close- **value_percent_change:** Percentage change from previous close- **total_return:** Lifetime gains/losses across all investments- **total_invested:** Cumulative amount invested by user
Bamboo Invest Portfolio Reporting API is one of 21 APIs that Bamboo Invest publishes on the APIs.io network, described by a machine-readable OpenAPI specification.
Tagged areas include Portfolio Reporting. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.
This API exposes 3 operations across 3 paths, and defines 6 schemas. It is described by OpenAPI 3.0.1, at version 1.0.
Requests are made against a single base URL, https://powered-by-bamboo-sandbox.investbamboo.com.
Metadata
The identity and technical contract details declared by the specification.
Paths & Operations 3
Across 3 paths, the API surfaces 3 operations — 3 GET. Each is listed below with its method, path, parameters, and response codes.
The user's portfolio provides comprehensive views of investment performance, cash positions, and account status. Understanding the different cash types and portfolio calculations…
Schemas 6
The contract defines 6 schemas that model the data the API accepts and returns. The most detailed are PortfolioResponse (30 properties), PortfolioBreakdownResponse (12 properties), USOwnershipResponse (3 properties), ResourceNotFound (1 property). Each schema is shown below with its type and property counts.
Specification
The full machine-readable OpenAPI contract behind this narrative.
Source
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Other APIs Bamboo Invest publishes across the network.
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