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GET
/
wealth
/
accounts
/
{account_id}
/
profile
Get investor profile
curl --request GET \
  --url https://api.bluumfinance.com/v1/wealth/accounts/{account_id}/profile \
  --header 'Authorization: Basic <encoded-value>'
{
  "profile_id": "prof_a1b2c3d4e5f6",
  "account_id": "3d0b0e65-35d3-4dcd-8df7-10286ebb4b4b",
  "completeness_score": 75,
  "last_assessed_at": "2025-01-15T10:00:00Z",
  "demographics": {
    "marital_status": "married",
    "number_of_dependents": 2,
    "expected_retirement_age": 65,
    "state_of_residence": "CA"
  },
  "employment": {
    "employment_status": "employed_full_time",
    "employer_name": "Tech Corp",
    "annual_gross_income": "150000.00"
  },
  "investment_preferences": {
    "investment_style": "passive",
    "esg_screening": true,
    "shariah_compliant": false,
    "rebalancing_preference": "quarterly"
  },
  "created_at": "2024-01-01T10:00:00Z",
  "updated_at": "2025-01-15T10:00:00Z"
}

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

Response

Investor profile retrieved successfully

Comprehensive investor profile aggregating all profile domains

​
profile_id
string<uuid>
​
account_id
string<uuid>
​
completeness_score
number

Profile completeness percentage (0-100)

Required range: 0 <= x <= 100
Example:

75

​
last_assessed_at
string<date-time> | null

When the profile was last assessed for completeness

​
demographics
object

Demographic information for the investor

​
employment
object

Employment and income information

​
retirement_benefits
object

Retirement benefits and social security information

​
tax
object

Tax situation and preferences

​
insurance
object

Insurance coverage information

​
estate_planning
object

Estate planning status

​
cash_flow
object

Cash flow and spending preferences

​
investment_preferences
object

User-stated investment constraints and preferences. These are inputs for the AI wealth engine when generating IPS and financial plans.

​
partner
object

Partner/spouse information (if applicable)

​
created_at
string<date-time>
​
updated_at
string<date-time>