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. Folders are derived from the OpenAPItags, so this list stays in lockstep with the spec.
| Folder | Requests |
|---|---|
| Investors | Create, list, get, close investors; wallets, transactions, portfolio chart, trusted contact |
| Compliance | Submit a check result, restart a workflow, poll workflow status |
| Funding Sources | List/connect/disconnect funding sources, Plaid Link token, PATCH wire-payout details |
| Transfers | Create, list, get, and cancel deposits and withdrawals; download wire-details PDF |
| Trading | Order estimates, place/list/get/cancel orders |
| Positions | List positions; get position detail |
| Assets | Search, list, get-by-symbol, historical chart bars |
| Markets | Reference data: status, calendar, halts, sessions |
| Market Data | Quotes, snapshots, bars, search (paywalled) |
| Document Management | Upload, list, get, download, delete documents |
| Webhooks | Register, list, update, delete webhooks; list event types |
| Investor Profile / Dependents / Risk Assessment / Goals / Life Events / External Accounts / Financial Plan / Investment Policy | Wealth platform onboarding and planning |
| Portfolio Management / Auto-Invest / Insights & Recommendations / Reports | Wealth platform portfolio management |
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 |
|---|---|
investor_id | Creating an investor (prefixed inv_…) |
document_id | Uploading a document (prefixed doc_…) |
order_id | Placing an order (prefixed ord_…) |
deposit_id | Creating a deposit (prefixed dep_…) |
withdrawal_id | Creating a withdrawal (prefixed wdr_…) |
id | Funding source (prefixed fs_…) — used by PATCH / DELETE funding-source |
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