Bambu API

Bambu API Library provides the necessary APIs to build a robo-advisory platform. A robo-advisory platform has a standard flow which contains some steps needed to be taken by the clients. The API Library provides APIs which power most of the steps so that developers can build 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 API 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 functionality that requires a specific database for 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 while-label robo solution which stores client’s data, check out Bambu’s other offerings such as Bambu Build and Bambu GO.


Getting Started

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

  1. Retirement Goal Helper
  2. Child’s Education Goal Helper
  3. House Goal Helper

We can go to this page to see the documentation for all of our API sets.


API Reference

We can use this API reference or this Postman collection to see the details of all the APIs. Or you can go to the specific API from our featured API here:

1. Registration

2. Financial Planning

kids
Child's Education Cost
Calculate the user's estimated child's university education cost based on various selections
retirement
Retirement Goal Calculator
Calculate the user's estimated retirement expenses based on various selections

3. Performance, Monitoring and Projections

rebalancing
Rebalancing
Calculate the number of units/amount to buy/sell to get the user back to the model portfolio
graph
Projections
Calculate the user's estimated projected values

4. Data

country
Country
Calculate the relevant country rates based on the user's country
country
Fund
Get fund details including historical data for all available funds which includes US ETFs and Mutual Funds

5. AI

country
Auto ML
Create, build, and train your machine learning models specific to your business needs with minimal effort.
country
Customer Segmentation
Divide your customers into groups based on characteristics, interests, and traits.
portfolio-builder
Portfolio Builder API
Create Model Portfolios along the efficient frontier and get reccomended the product allocation of each model portfolio.

6. Transaction


Questions and Feedback

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

See how our APIs come to life.