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GET
/
wealth
/
accounts
/
{account_id}
/
risk-assessments
/
summary
Get risk assessment summary
curl --request GET \
  --url https://api.bluumfinance.com/v1/wealth/accounts/{account_id}/risk-assessments/summary \
  --header 'Authorization: Basic <encoded-value>'
{
  "has_valid_assessment": true,
  "current_risk_score": 6,
  "current_risk_tolerance": "moderate",
  "expires_at": "2026-01-15T10:00:00Z",
  "needs_reassessment": false
}

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

Risk assessment summary

Quick summary of the investor's risk profile status

​
has_valid_assessment
boolean

Whether there is a non-expired active assessment

​
current_risk_score
integer | null
​
current_risk_tolerance
string | null
​
expires_at
string<date-time> | null
​
needs_reassessment
boolean

True if no assessment or assessment is expired/expiring soon