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The insights layer provides actionable intelligence on top of the wealth management stack — monitoring portfolio health, identifying optimization opportunities, and generating reports.

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Insights

Insights are system-generated observations about the investor’s portfolio and financial situation: 
curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/insights" \
  -H "Authorization: Basic $AUTH"
Insight types include allocation drift alerts, performance outliers, contribution reminders, and risk exposure changes.

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Recommendations

Actionable suggestions based on the investor’s goals, risk profile, and current portfolio: 
curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/recommendations" \
  -H "Authorization: Basic $AUTH"

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Tax optimization

Identify tax-loss harvesting opportunities and other tax-efficient strategies: 
curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/tax-optimization" \
  -H "Authorization: Basic $AUTH"

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AI assistant

Interactive chat interface for investment questions and guidance: 
curl -X POST "$BASE_URL/wealth/accounts/$ACCOUNT_ID/assistant/chat" \
  -H "Authorization: Basic $AUTH" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "Should I increase my monthly contribution given my retirement goal?"
  }'

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Reports

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Account statements

curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/statements?period=2025-Q1" \
  -H "Authorization: Basic $AUTH"

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Profit & Loss report

curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/reports/pnl?start=2025-01-01&end=2025-06-30" \
  -H "Authorization: Basic $AUTH"

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Benchmark comparison

curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/reports/benchmark?benchmark=SPY" \
  -H "Authorization: Basic $AUTH"

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Key endpoints

MethodPathDescription
GET/wealth/accounts/{id}/insightsGet portfolio insights
GET/wealth/accounts/{id}/recommendationsGet recommendations
GET/wealth/accounts/{id}/tax-optimizationTax optimization analysis
POST/wealth/accounts/{id}/assistant/chatAI assistant chat
GET/wealth/accounts/{id}/statementsAccount statements
GET/wealth/accounts/{id}/reports/pnlP&L report
GET/wealth/accounts/{id}/reports/benchmarkBenchmark comparison