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GET
/
wealth
/
accounts
/
{account_id}
/
financial-plan
Get financial plan
curl --request GET \
  --url https://service.bluumfinance.com/v1/wealth/accounts/{account_id}/financial-plan \
  --header 'Authorization: Basic <encoded-value>'
{
  "financial_plan_id": "fp_a1b2c3d4e5f6",
  "account_id": "3d0b0e65-35d3-4dcd-8df7-10286ebb4b4b",
  "version": 1,
  "goals": [
    {
      "goal_id": "goal_1234567890",
      "name": "Retirement Fund",
      "goal_type": "retirement",
      "target_amount": "500000.00",
      "target_date": "2045-01-01",
      "current_amount": "50000.00",
      "progress_percent": "10.00",
      "amount_remaining": "450000.00",
      "monthly_contribution": "500.00",
      "projected_completion_date": "2044-06-15",
      "on_track": true,
      "status": "active"
    }
  ],
  "life_events": [],
  "external_accounts": [],
  "income": {
    "total_monthly_income": "12000.00",
    "sources": []
  },
  "expenses": {
    "total_monthly_expenses": "8000.00",
    "categories": []
  },
  "investment_outlook": {
    "expected_return_rate": "7.00",
    "inflation_assumption": "2.50",
    "risk_capacity": "moderate"
  },
  "status": "active",
  "created_at": "2024-01-15T10:30:00Z",
  "updated_at": "2025-01-15T14:00:00Z"
}

Documentation Index

Fetch the complete documentation index at: https://docs.bluumfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

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

The investor account ID

Query Parameters

include_projections
boolean
default:false

Include goal projections and progress calculations

Response

Financial plan retrieved successfully

Holistic financial plan capturing goals, events, accounts, income, expenses, and investment outlook

financial_plan_id
string<uuid>
read-only

Unique identifier for the financial plan

account_id
string<uuid>
read-only

The investor account this plan belongs to

version
integer
read-only

Version number for plan snapshots

goals
object[]

Array of financial goals

life_events
object[]

Planned major life events

external_accounts
object[]

External accounts for net worth tracking (assets & liabilities)

income
object

Income sources and amounts

expenses
object

Expense categories and amounts

investment_outlook
object

Investment expectations and risk capacity

status
enum<string>
default:active
Available options:
active,
archived
created_at
string<date-time>
read-only
updated_at
string<date-time>
read-only