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All notable changes to the Bluum Finance API and its documentation are recorded here, newest first.

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2026-07-01 — Documentation rebuild

Changed
  • Reorganized the docs into Get Started, a task-based Journey, thin Concepts reference pages, API Reference, Changelog, and Resources.
  • Rewrote the Concepts pages (Investors, Compliance & KYC, Wallets, Funding, Trading, Assets & Market Data, Positions, Webhooks) to explain the model and link out to the journey for how-to and to the API reference for schemas.
  • Corrected request and response shapes to match the live API: flat investor-creation body, prefixed resource IDs (inv_, dep_, wd_, ord_, pos_, doc_, fs_, wh_), quantity on orders, and eventTypeNames on webhook registration.
  • Consolidated all support contact to support@bluumfinance.com.
Note
  • Wealth Management is documented as a per-tenant add-on product with a contact-sales path. Detailed Wealth endpoint pages are not yet published.

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2025-06-15 — Initial API release

New
  • Investor creation and management (individual, joint, corporate).
  • KYC document upload and compliance workflows.
  • Bank account linking via Plaid and manual funding sources.
  • Deposits and withdrawals (ach, manual_bank_transfer, wire, international_wire, card).
  • Trading: market, limit, stop, stop-limit, and trailing-stop orders, with fractional / notional support.
  • Position tracking with unrealized P&L.
  • Asset catalog and quote endpoints.
  • Webhook event notifications.
  • Sandbox environment with simulated trading and funding.
  • HTTP Basic authentication and idempotency for financial operations.