# Bamboo Invest Portfolio Reporting API

**Canonical:** https://apis.io/apis/bamboo/bamboo-portfolio-reporting-api/  
**Provider:** Bamboo Invest — https://apis.io/providers/bamboo/  
**Base URL:** https://api.investbamboo.com  
**Documentation:** https://docs.investbamboo.com/

Bamboo Invest Portfolio Reporting API is one of 21 APIs that [Bamboo Invest](https://apis.io/providers/bamboo/) publishes on the [APIs.io](https://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.

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

## Machine-readable artifacts (2)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/bamboo/refs/heads/main/openapi/bamboo-portfolio-reporting-api-openapi.yml
- **Documentation** — https://docs.investbamboo.com/

## Other Bamboo Invest APIs (12)

- [Bamboo Invest Account Management API](https://apis.io/apis/bamboo/bamboo-account-management-api/)
- [Bamboo Invest Authentication API](https://apis.io/apis/bamboo/bamboo-authentication-api/)
- [Bamboo Invest Deposits API](https://apis.io/apis/bamboo/bamboo-deposits-api/)
- [Bamboo Invest Exchange Rate API](https://apis.io/apis/bamboo/bamboo-exchange-rate-api/)
- [Bamboo Invest Featured Themes API](https://apis.io/apis/bamboo/bamboo-featured-themes-api/)
- [Bamboo Invest Financial Documents API](https://apis.io/apis/bamboo/bamboo-financial-documents-api/)
- [Bamboo Invest Https: API](https://apis.io/apis/bamboo/bamboo-https-api/)
- [Bamboo Invest Lsx API](https://apis.io/apis/bamboo/bamboo-lsx-api/)
- [Bamboo Invest Market Activity API](https://apis.io/apis/bamboo/bamboo-market-activity-api/)
- [Bamboo Invest NG Deposits API](https://apis.io/apis/bamboo/bamboo-ng-deposits-api/)
- [Bamboo Invest NG Securities API](https://apis.io/apis/bamboo/bamboo-ng-securities-api/)
- [Bamboo Invest NG Stock Portfolio API](https://apis.io/apis/bamboo/bamboo-ng-stock-portfolio-api/)

## Tags

Portfolio Reporting

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/bamboo/bamboo-portfolio-reporting-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/bamboo/.