Account Management

View User Investment Profile

Access detailed investment profile information and brokerage account details.

get/api/investment_profile

Request

Base URL
https://powered-by-bamboo-sandbox.investbamboo.com
Auth
none declared. Required headers: content-type, accept-language, x-user-id, x-subject-type, x-client-token

Headers

content-typestring required

Acceptable content type

accept-languagestring required

Acceptable language; 'en' for English

x-user-idstring required

Required for user authentication

x-subject-typestring required

For user request -> 'tenant'.

x-client-tokenstring required

API consumer token

Response

User Investment Profile

positionstring nullable required

Job position or title

marital_status'SINGLE' | 'MARRIED' | 'DIVORCED' | 'WIDOWED' required

Marital status

employment_status'EMPLOYED' | 'SELF_EMPLOYED' | 'UNEMPLOYED' | 'RETIRED' | 'STUDENT' required

Current employment situation

companystring nullable required

Company name where employed

employment_typestring nullable

Industry or type of employment

goal'ACTIVE_DAILY' | 'GROWTH' | 'INCOME' | 'SPECULATION' | 'PRESERVATION'

Investment goal or trading frequency

experience'NONE' | 'LIMITED' | 'GOOD' | 'EXTENSIVE' required

Previous investment experience level

yearly_incomeinteger required

Annual income in USD

liquidinteger required

Liquid assets amount in USD

net_worthinteger required

Total net worth in USD

risk_tolerance'LOW' | 'MODERATE' | 'HIGH' required

Investment risk comfort level

dependentsinteger required

Number of financial dependents

source_of_wealth'EMPLOYMENT' | 'BUSINESS' | 'INHERITANCE' | 'INVESTMENTS' required

Primary source of wealth

Example response

{
  "position": "ARTIST",
  "marital_status": "SINGLE",
  "employment_status": "UNEMPLOYED",
  "company": "BAMBOO",
  "employment_type": "MANAGEMENT",
  "goal": "ACTIVE_DAILY",
  "experience": "NONE",
  "yearly_income": 12500,
  "liquid": 12500,
  "net_worth": 12500,
  "risk_tolerance": "HIGH",
  "source_of_wealth": "SAVINGS"
}

Changes

No recorded changes to this operation across all 1 revision of this API.