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GET
/
wealth
/
accounts
/
{account_id}
/
recommendations
Get investment recommendations
curl --request GET \
  --url https://service.bluumfinance.com/v1/wealth/accounts/{account_id}/recommendations \
  --header 'Authorization: Basic <encoded-value>'
{
  "account_id": "3d0b0e65-35d3-4dcd-8df7-10286ebb4b4b",
  "generated_at": "2025-01-15T16:00:00Z",
  "recommendations": [
    {
      "recommendation_id": "rec_001",
      "type": "allocation",
      "title": "Increase International Exposure",
      "rationale": "Your portfolio is underweight international equities compared to target allocation and global diversification best practices",
      "confidence": "high",
      "expected_impact": {
        "risk_adjusted_return_improvement": "0.3",
        "diversification_score_improvement": "5"
      },
      "suggested_actions": [
        {
          "action": "buy",
          "symbol": "VXUS",
          "name": "Vanguard Total International Stock ETF",
          "target_allocation": "10",
          "current_allocation": "5"
        }
      ]
    },
    {
      "recommendation_id": "rec_002",
      "type": "security",
      "title": "Consider Lower Cost ETF",
      "rationale": "You can reduce expense ratios by switching to a lower-cost equivalent ETF",
      "confidence": "medium",
      "expected_impact": {
        "risk_adjusted_return_improvement": "0.1"
      },
      "suggested_actions": [
        {
          "action": "sell",
          "symbol": "SPY",
          "name": "SPDR S&P 500 ETF"
        },
        {
          "action": "buy",
          "symbol": "VOO",
          "name": "Vanguard S&P 500 ETF"
        }
      ]
    }
  ]
}

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

Query Parameters

type
enum<string>
default:all

Filter by recommendation type

Available options:
allocation,
security,
strategy,
all
goal_id
string<uuid>

Filter by specific goal

Response

Recommendations retrieved successfully

account_id
string<uuid>
generated_at
string<date-time>
recommendations
object[]