Portfolio Reporting

Fetch User Ownership Details

This endpoint provides detailed ownership information about a specific stock that a user owns, including insights into portfolio performance since acquiring the stock.

Individual stock analysis covers:
  • Position size showing shares owned and current market value
  • Performance tracking with total return and daily return for the holding
  • Cost basis indicating average purchase price and total invested amount
  • Portfolio diversity percentage that this holding represents
  • Outstanding buy or sell orders for this stock

This data supports detailed stock performance analysis, portfolio rebalancing decisions, tax reporting and cost basis tracking, and individual position management.

get/api/stock/{stockSymbol}/ownership

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'.

currencystring

NGN - to get prices in Naira

x-client-tokenstring required

API consumer token

Response

Portfolio

currency_symbolnumber required

currency_symbol

pending_ordersstring required

pending_orders

Example response

{
  "ownership": {
    "shares": 1.29493296,
    "average_cost": 162502.55,
    "equity": 220027.57,
    "portfolio_diversity": 75,
    "todays_return_percent": -2.14,
    "total_return": 9596.86
  }
}

Changes

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