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POST
/
wealth
/
accounts
/
{account_id}
/
portfolios
/
{portfolio_id}
/
rebalancing
curl --request POST \
  --url https://api.bluumfinance.com/v1/wealth/accounts/{account_id}/portfolios/{portfolio_id}/rebalancing \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --header 'Idempotency-Key: <idempotency-key>' \
  --data '
{
  "execution_type": "full",
  "tax_aware": true
}
'
{
  "rebalance_id": "reb_a1b2c3d4e5f6",
  "portfolio_id": "port_a1b2c3d4e5f6",
  "status": "pending",
  "execution_type": "full",
  "trade_plan_id": "tp_789012345678",
  "estimated_trades": 4,
  "estimated_completion": "2025-01-15T16:30:00Z",
  "created_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.

Headers

​
Idempotency-Key
string
required

Unique key for idempotent operation

Maximum string length: 128

Path Parameters

​
account_id
string<uuid>
required
​
portfolio_id
string<uuid>
required

Body

application/json

Request to execute portfolio rebalancing

​
execution_type
enum<string>
default:full
Available options:
full,
custom
​
tax_aware
boolean
default:true
​
exclude_positions
string<uuid>[]

Position IDs to exclude from rebalancing

​
custom_trades
object[]

Custom trades (only if execution_type=custom)

Response

Rebalance initiated successfully

Response after initiating rebalance

​
rebalance_id
string<uuid>
​
portfolio_id
string<uuid>
​
status
enum<string>
Available options:
pending,
in_progress,
completed,
failed
​
execution_type
string
​
trade_plan_id
string<uuid>

Links to existing TradePlan via Strategy Engine

​
estimated_trades
integer
​
estimated_completion
string<date-time>
​
created_at
string<date-time>