Skip to main content
GET
/
wealth
/
accounts
/
{account_id}
/
portfolios
/
{portfolio_id}
/
rebalancing
Get rebalancing analysis
curl --request GET \
  --url https://api.bluumfinance.com/v1/wealth/accounts/{account_id}/portfolios/{portfolio_id}/rebalancing \
  --header 'Authorization: Basic <encoded-value>'
{
  "portfolio_id": "port_a1b2c3d4e5f6",
  "analysis_timestamp": "2025-01-15T16:00:00Z",
  "needs_rebalancing": true,
  "rebalancing_reason": "allocation_drift",
  "current_allocation": {
    "equities": {
      "target": "50.00",
      "actual": "58.00",
      "drift": "8.00"
    },
    "fixed_income": {
      "target": "25.00",
      "actual": "22.00",
      "drift": "-3.00"
    },
    "treasury": {
      "target": "20.00",
      "actual": "17.00",
      "drift": "-3.00"
    },
    "alternatives": {
      "target": "5.00",
      "actual": "3.00",
      "drift": "-2.00"
    }
  },
  "recommended_trades": [
    {
      "action": "sell",
      "symbol": "VTI",
      "asset_class": "equities",
      "quantity": "25.00",
      "notional": "5625.00",
      "reason": "Reduce equity overweight"
    },
    {
      "action": "buy",
      "symbol": "BND",
      "asset_class": "fixed_income",
      "quantity": "30.00",
      "notional": "2340.00",
      "reason": "Increase fixed income allocation"
    }
  ],
  "tax_impact": {
    "estimated_short_term_gains": "500.00",
    "estimated_long_term_gains": "1200.00",
    "tax_loss_harvesting_available": true,
    "harvestable_losses": "300.00"
  },
  "last_rebalanced_at": "2024-10-01T10:00:00Z"
}

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
portfolio_id
string<uuid>
required

Response

Rebalancing analysis retrieved successfully

Portfolio rebalancing analysis and recommendations

portfolio_id
string<uuid>
currency
string

ISO 4217 currency code for all monetary values

Example:

"USD"

analysis_timestamp
string<date-time>
needs_rebalancing
boolean
rebalancing_reason
enum<string>
Available options:
allocation_drift,
scheduled,
manual,
ips_change
current_allocation
object
tax_impact
object
last_rebalanced_at
string<date-time>