Investments
API endpoints
Authentication: endpoints listed in this page require header authentication with a user token.
List investments
GET https://{domain}.biapi.pro/2.0/users/{userId}/investments
List investments related to a user.
Path Parameters
userId*
Integer or "me"
ID of the related user.
Query Parameters
label
String
Filter investments using keywords in labels.
code
String
Filter investments by ISIN code.
Response body: InvestmentsList object
Get an investment
GET https://{domain}.biapi.pro/2.0/investments/{investmentId}
Get a single investment by ID.
Path Parameters
investmentId*
Integer
ID of the investment.
Response body: Investment object
Get history of an investment
GET https://{domain}.biapi.pro/2.0/investments/{investmentId}/history
Get history of a single investment by ID.
Path Parameters
investmentId*
Integer
ID of the investment.
Response body: InvestmentHistoryValuesList object
Data model
InvestmentsList object
valuation
Decimal
Total valuation of all investments.
diff
Decimal
Total absolute capital gain or loss.
diff_percent
Decimal
Total relative capital gain or loss.
prev_diff
Decimal
Total absolute capital gain or loss since the previous value.
prev_diff_percent
Decimal
Total relative capital gain or loss since the previous value (in ratio, 1 meaning 100%).
calculated
Array of strings
List of properties of this response that has been calculated rather than directly obtained from the source.
investments
List of investments.
Investment object
id
Integer
ID of the investment.
id_account
Integer
ID of the related account.
id_security
Integer
ID of the related security.
id_type
ID of the finance security type.
label
String
Display name of the investment.
code
String or null
Technical code of the investment.
code_type
String
Code type: ISIN or AMF.
stock_symbol
String or null
Stock ticker symbol of the investment in the associated stock market.
source
String
Source of the ISIN code: website or notFound.
description
String or null
Description of the investment.
quantity
Decimal
Quantity of stocks of this investment.
unitprice
Decimal
Buy price of one stock.
unitvalue
Decimal
Current value of one stock.
valuation
Decimal
Total current value of the investment.
diff
Decimal
Absolute capital gain or loss.
diff_percent
Decimal
Relative capital gain or loss (in ratio, 1 meaning 100%).
prev_diff
Decimal or null
Absolute capital gain or loss since the previous value.
prev_diff_percent
Decimal or null
Relative capital gain or loss since the previous value (in ratio, 1 meaning 100%).
vdate
Date
Value date of the investment.
prev_vdate
Date or null
Value date of the investment when the previous synchronization occurred.
portfolio_share
Decimal
Allocation ratio of the investment in the portfolio (1 meaning 100%).
calculated
Array of strings
List of properties of this response that has been calculated rather than directly obtained from the source.
deleted
Date or null
Deletion date for investments that no longer exist (null if still present).
last_update
DateTime
Date of the last synchronization of the investment.
original_currency
For international investments, currency of the investment (if different from the bank account).
original_valuation
Decimal or null
For international investments, valuation of the inverstment in the original currency.
original_unitvalue
Decimal or null
For international investments, current value of one stock in the original currency.
original_unitprice
Decimal or null
For international investments, buy price of the investment in the original currency.
original_diff
Decimal or null
For international investments, difference between the buy price and the current valuation in the original currency.
details
Additional information for the investment (if available and activated).
InvestmentDetails object
performance_1_year
Decimal or null
Performance of the stock between one year ago and today (in ratio, 1 meaning 100%).
performance_3_years
Decimal or null
Performance of the stock between three years ago and today (in ratio, 1 meaning 100%).
performance_5_years
Decimal or null
Performance of the stock between five years ago and today (in ratio, 1 meaning 100%).
srri
Decimal or null
Synthetic Risk and Reward Indicator of the stock (from 1 to 7).
asset_category
String or null
Asset category of the stock (Actions, Obligations…).
recommended_period
String or null
Minimum recommended period of investment.
last_update
DateTime or null
Date of the last synchronization of the additional information.
FinanceSecurityType values
1
OPCVM
2
Trackers - ETF
3
Actions
Forward compatibility requirement: additional values may be added in the future. When implementing ID matching, always fallback to a generic case for unknown ids.
InvestmentHistoryValuesList object
investmentvalues
List of investment history values.
InvestmentHistoryValue object
id
Integer
ID of the investment history.
id_investment
Integer
ID of the related investment.
vdate
Date
Date of the investment history.
unitvalue
Decimal
Value of one stock at the date indicated in vdate.
original_currency
Original currency of the investment history (if different from the account currency).
original_unitvalue
Decimal or null
Value of one stock in the original currency at the date indicated in vdate.
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