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GET
/
wealth
/
accounts
/
{account_id}
/
portfolios
/
{portfolio_id}
/
rebalancing
Get rebalancing analysis
curl --request GET \
  --url https://service.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"
}

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
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>