The Bluum Postman collection provides ready-to-run requests for every API endpoint, with pre-configured authentication and example payloads.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.
Quick setup
Import the collection
Open the Bluum Postman Collection and click Run in Postman to import it.
Set environment variables
Create a Postman environment with these variables:
| Variable | Value |
|---|---|
baseUrl | https://test-service.bluumfinance.com/v1 |
apiKey | Your sandbox API key |
apiSecret | Your sandbox API secret |
Collection contents
The collection is organized by API domain:| Folder | Requests |
|---|---|
| Accounts | Create, get, list accounts; get wallets and transactions |
| Documents | Upload KYC documents, check status, list documents |
| Trading | Place orders (market, limit, stop), get order status, list orders |
| Positions | List positions, get position details |
| Assets | Search, list, get details, chart data |
| Funding Sources | Create Plaid link token, exchange token, list sources |
| Transfers | Create/list/cancel deposits and withdrawals |
| Market Data | Quotes, bars, snapshots, market status, calendar |
| Webhooks | Register, list, update, delete webhooks; list event types |
| Wealth - Profile | Create/update/get investor profile, snapshots |
| Wealth - Risk | Submit risk assessment, get current/summary |
| Wealth - Goals | Create, list, update, delete goals |
| Wealth - Planning | Generate financial plan, get summary |
| Wealth - Portfolio | Create portfolio, get summary/holdings/performance, rebalance |
| Wealth - Auto-Invest | Create, pause, resume auto-invest schedules |
| Wealth - Insights | Get insights, recommendations, tax optimization |
| Wealth - Reports | Statements, P&L, benchmark reports |
Collection variables
The collection uses variables for resource IDs. After creating a resource (e.g., an account), update the corresponding variable so subsequent requests reference it:| Variable | Set after |
|---|---|
account_id | Creating an account |
document_id | Uploading a document |
order_id | Placing an order |
deposit_id | Creating a deposit |
withdrawal_id | Creating a withdrawal |
webhook_id | Registering a webhook |
portfolio_id | Creating a portfolio |
Switching environments
To switch from sandbox to production:- Create a new Postman environment
- Set
baseUrltohttps://service.bluumfinance.com/v1 - Use your production API key and secret
- Select the production environment before sending requests