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