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PATCH
/
wealth
/
accounts
/
{account_id}
/
auto-invest
/
{schedule_id}
Update auto-invest schedule
curl --request PATCH \
  --url https://api.bluumfinance.com/v1/wealth/accounts/{account_id}/auto-invest/{schedule_id} \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "amount": "750.00"
}
'
{
  "auto_invest_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "portfolio_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "name": "Monthly Investment",
  "amount": "<string>",
  "currency": "<string>",
  "frequency": "weekly",
  "schedule": {
    "day_of_week": 3,
    "day_of_month": 14,
    "time": "09:30"
  },
  "allocation_rule": "ips_target",
  "custom_allocation": {},
  "funding_source_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "start_date": "2023-12-25",
  "end_date": "2023-12-25",
  "next_execution": "2023-11-07T05:31:56Z"
}

Authorizations

​
Authorization
string
header
required

HTTP Basic Authentication using the API Key as username and API Secret as password.

Path Parameters

​
account_id
string<uuid>
required
​
schedule_id
string<uuid>
required

Body

application/json
​
name
string
​
amount
string
​
schedule
object
​
allocation_rule
string
​
custom_allocation
object
​
end_date
string<date>
​
notifications
object

Response

Auto-invest schedule updated successfully

Automated investment schedule

​
auto_invest_id
string<uuid>
​
account_id
string<uuid>
​
portfolio_id
string<uuid>
​
name
string
Example:

"Monthly Investment"

​
amount
string

Amount to invest per execution

​
currency
string
Pattern: ^[A-Z]{3}$
​
frequency
enum<string>
Available options:
weekly,
biweekly,
monthly,
quarterly
​
schedule
object
​
allocation_rule
enum<string>
Available options:
ips_target,
equal_weight,
custom
​
custom_allocation
object

Symbol to percentage mapping (if rule=custom)

​
funding_source_id
string<uuid>
​
start_date
string<date>
​
end_date
string<date>
​
next_execution
string<date-time>