Investment Profile response

InvestmentsStocksFractional SharesAfricaNigeriaPortfolio ManagementBrokerageFintech

Properties

Name	Type	Description
position	string	Job position or title
marital_status	string	Marital status
employment_status	string	Current employment situation
company	string	Company name where employed
employment_type	string	Industry or type of employment
goal	string	Investment goal or trading frequency
experience	string	Previous investment experience level
yearly_income	integer	Annual income in USD
liquid	integer	Liquid assets amount in USD
net_worth	integer	Total net worth in USD
risk_tolerance	string	Investment risk comfort level
dependents	integer	Number of financial dependents
source_of_wealth	string	Primary source of wealth

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "$id": "https://api.investbamboo.com/schemas/InvestmentProfileResponse",
  "title": "Investment Profile response",
  "required": [
    "position",
    "marital_status",
    "employment_status",
    "company",
    "employment_type - goal",
    "experience",
    "yearly_income",
    "liquid",
    "net_worth",
    "risk_tolerance",
    "dependents",
    "source_of_wealth"
  ],
  "type": "object",
  "properties": {
    "position": {
      "type": "string",
      "description": "Job position or title",
      "example": "ARTIST",
      "nullable": true
    },
    "marital_status": {
      "type": "string",
      "description": "Marital status",
      "example": "SINGLE",
      "enum": [
        "SINGLE",
        "MARRIED",
        "DIVORCED",
        "WIDOWED"
      ]
    },
    "employment_status": {
      "type": "string",
      "description": "Current employment situation",
      "example": "UNEMPLOYED",
      "enum": [
        "EMPLOYED",
        "SELF_EMPLOYED",
        "UNEMPLOYED",
        "RETIRED",
        "STUDENT"
      ]
    },
    "company": {
      "type": "string",
      "description": "Company name where employed",
      "example": "BAMBOO",
      "nullable": true
    },
    "employment_type": {
      "type": "string",
      "description": "Industry or type of employment",
      "example": "MANAGEMENT",
      "nullable": true
    },
    "goal": {
      "type": "string",
      "description": "Investment goal or trading frequency",
      "example": "ACTIVE_DAILY",
      "enum": [
        "ACTIVE_DAILY",
        "GROWTH",
        "INCOME",
        "SPECULATION",
        "PRESERVATION"
      ]
    },
    "experience": {
      "type": "string",
      "description": "Previous investment experience level",
      "example": "NONE",
      "enum": [
        "NONE",
        "LIMITED",
        "GOOD",
        "EXTENSIVE"
      ]
    },
    "yearly_income": {
      "type": "integer",
      "description": "Annual income in USD",
      "example": 12500
    },
    "liquid": {
      "type": "integer",
      "description": "Liquid assets amount in USD",
      "example": 12500
    },
    "net_worth": {
      "type": "integer",
      "description": "Total net worth in USD",
      "example": 12500
    },
    "risk_tolerance": {
      "type": "string",
      "description": "Investment risk comfort level",
      "example": "HIGH",
      "enum": [
        "LOW",
        "MODERATE",
        "HIGH"
      ]
    },
    "dependents": {
      "type": "integer",
      "description": "Number of financial dependents",
      "example": 0
    },
    "source_of_wealth": {
      "type": "string",
      "description": "Primary source of wealth",
      "example": "SAVINGS",
      "enum": [
        "EMPLOYMENT",
        "BUSINESS",
        "INHERITANCE",
        "INVESTMENTS"
      ]
    }
  }
}