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POST
/
wealth
/
accounts
/
{account_id}
/
investment-policy
/
validate
Validate portfolio against IPS
curl --request POST \
  --url https://api.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"
}

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>