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POST
/
wealth
/
accounts
/
{account_id}
/
assistant
/
chat
curl --request POST \
  --url https://api.bluumfinance.com/v1/wealth/accounts/{account_id}/assistant/chat \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data @- <<EOF
{
  "message": "What's my current allocation and should I rebalance?",
  "context": {
    "portfolio_id": "port_a1b2c3d4e5f6",
    "include_positions": true
  }
}
EOF
{
  "response_id": "resp_a1b2c3d4e5f6",
  "message": "Based on your Investment Policy Statement, your target allocation is 50% equities, 25% bonds, 20% treasury, and 5% alternatives. Currently, your portfolio shows:\n\n- Equities: 58% (+8% over target)\n- Bonds: 22% (-3% under target)\n- Treasury: 17% (-3% under target)\n- Alternatives: 3% (-2% under target)\n\nYour equity allocation has drifted beyond the 5% threshold in your IPS. I recommend rebalancing to bring your portfolio back in line with your target allocation.",
  "suggestions": [
    {
      "type": "action",
      "label": "View Rebalancing Trades",
      "action_url": "/wealth/accounts/{account_id}/portfolios/{portfolio_id}/rebalancing"
    }
  ],
  "context_used": [
    "portfolio_summary",
    "ips",
    "positions"
  ],
  "created_at": "2025-01-15T16:00:00Z"
}

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

Body

application/json
​
message
string
required
Required string length: 1 - 2000
​
context
object

Response

Assistant response generated successfully

​
response_id
string<uuid>
​
message
string
​
suggestions
object[]
​
context_used
string[]
​
created_at
string<date-time>