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GET
/
wealth
/
accounts
/
{account_id}
/
profile
/
snapshots
List profile snapshots
curl --request GET \
  --url https://service.bluumfinance.com/v1/wealth/accounts/{account_id}/profile/snapshots \
  --header 'Authorization: Basic <encoded-value>'
[
  {
    "snapshot_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "profile_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "version": 123,
    "trigger": "financial_plan",
    "artifact_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "completeness_score": 123,
    "created_at": "2023-11-07T05:31:56Z"
  }
]

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

Query Parameters

​
limit
integer
default:20

Maximum number of snapshots to return

Required range: 1 <= x <= 100
​
trigger
enum<string>

Filter by snapshot trigger type

Available options:
financial_plan,
ips,
manual

Response

List of profile snapshots

​
snapshot_id
string<uuid>
read-only
​
profile_id
string<uuid>
​
version
integer

Snapshot version number (increments for each new snapshot)

​
trigger
enum<string>

What triggered this snapshot

Available options:
financial_plan,
ips,
manual
​
artifact_id
string<uuid> | null

ID of the related Financial Plan or IPS document

​
completeness_score
number
​
created_at
string<date-time>
read-only