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POST
/
wealth
/
accounts
/
{account_id}
/
investment-policy
/
validate
Validate portfolio against IPS
curl --request POST \
  --url https://service.bluumfinance.com/v1/wealth/accounts/{account_id}/investment-policy/validate \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "portfolio_id": "port_a1b2c3d4e5f6"
}
'
{
  "is_compliant": false,
  "validation_results": {
    "allocation_compliance": {
      "compliant": false,
      "deviations": [
        {
          "asset_class": "equities",
          "target_percent": "50.00",
          "current_percent": "62.00",
          "deviation": "12.00",
          "within_bands": false
        },
        {
          "asset_class": "fixed_income",
          "target_percent": "25.00",
          "current_percent": "20.00",
          "deviation": "-5.00",
          "within_bands": true
        }
      ]
    },
    "restriction_compliance": {
      "compliant": true,
      "violations": []
    },
    "liquidity_compliance": {
      "compliant": true,
      "current_cash_percent": "8.00",
      "required_cash_percent": "5.00"
    }
  },
  "recommended_actions": [
    {
      "action_type": "rebalance",
      "description": "Reduce equity allocation by 12%",
      "priority": "high"
    }
  ],
  "validated_at": "2025-01-15T16:00:00Z"
}

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

Body

application/json
portfolio_id
string<uuid>
required

The portfolio to validate

Response

Validation completed

Result of validating portfolio against IPS

is_compliant
boolean
validation_results
object
validated_at
string<date-time>