Bambu API Library

Welcome to Bambu API Library where we provide the necessary APIs to build a robo-advisory platform. A robo-advisory platform has a standard user journey with some steps needed to be taken by the clients. The API Library provides APIs that power most of the steps so developers can build a robo faster and better.

Below is the chart of a robo-advisor journey which contains some steps that API Library can power.

As seen in the chart, API Library provides various kinds of APIs to power most steps in a goal-based robo-advisor journey — although not all. API Library does not provide the capability to store client’s data. Any robo functionality that requires a database or service that is unique to your project is not provided by API Library.

For example, an API to sign up new clients and store their goal data is not available but API Library provides an API to calculate the goal amount a client needs which will then be stored in the database as the client’s goal data.

If you need a completed while-label robo solution which stores client’s data, has a customized risk score to portfolio mapping, or has the capability to create transaction broker account on the client's behalf, check out Bambu’s other offerings such as Bambu BUILD and Bambu GO.

Getting Started

You can try Bambu API Library by creating an account. You’ll have a monthly quota of 5000 API calls. The base url is https://api-lib.bambu.life. You can try all the following resource materials using this base URL with this API console.

You can follow this tutorial to learn how to sign up and generate API keys. After that you can follow the tutorials listed below on how to use our commonly used set of APIs:

To view documentations of all our API sets, check out this page.

API Reference

You can try and view the details of all our APIs using this API console or this Postman collection. You can go to a specific API console page from our featured APIs here:

1. Registration

Registration

Create an account to start using our APIs

Create new user

Generate API key

Resend email verification

Refreshing a token

Reset password using email

Reset password

Registration

Create an account to start using Bambu's APIs

2. Financial Planning

House Cost

Calculate the user's estimated house investment amount based on various selections

Child's Education Cost

Calculate the user's estimated child's university education cost based on various selections

Retirement Goal Calculator

Calculate the user's estimated retirement expenses based on various selections

3. Performance, Monitoring and Projections

Returns Calculators

Calculate the user's portfolio returns

Rebalancing

Calculate the number of units/amount to buy/sell to get the user back to the model portfolio

Projections

Calculate the user's estimated projected values

4. Data

Country

Calculate the relevant country rates based on the user's country

Fund

Get fund details including historical data for all available funds which includes US ETFs and Mutual Funds

5. AI

Auto ML

Create, build, and train your machine learning models specific to your business needs with minimal effort.

Customer Segmentation

Divide your customers into groups based on characteristics, interests, and traits.

Portfolio Builder API

Create Model Portfolios along the efficient frontier and get reccomended the product allocation of each model portfolio.

6. Transaction

Transaction Allocation

Calculate the buy and sell units based on the model portfolio characteristic and allocate the units to the users

Questions and Feedback

We can use this forum to ask questions or give feedback. We can also contact [email protected] for all inquiries.