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GET
/
wealth
/
accounts
/
{account_id}
/
financial-plan
Get financial plan
curl --request GET \
  --url https://api.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"
}

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>

Unique identifier for the financial plan

​
account_id
string<uuid>

The investor account this plan belongs to

​
version
integer

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>
​
updated_at
string<date-time>