Authentication

Authentication for certain API endpoints is primarily handled through the use of an `x-api-key` header. This key serves as a foundational layer of security, identifying the application or service making the request.

For APIs that require a deeper level of authorization—specifically those that need to operate within a user's unique context—a more granular authentication mechanism is employed: the user-specific bearer token. This token is not static; it is dynamically generated. The generation process necessitates both the `x-api-key` and the individual user ID. The `x-api-key` authenticates the application, while the user ID specifies the particular user whose context is required. Once generated, this bearer token is then included in subsequent API requests, typically in the `Authorization` header with the `Bearer` scheme (e.g., `Authorization: Bearer `). This two-tiered approach ensures that while the API endpoint recognizes the requesting service via the `x-api-key`, it also verifies the specific user's identity and permissions for context-sensitive operations.

Authentication for certain API endpoints is primarily handled through the use of an x-api-key header. This key serves as a foundational layer of security, identifying the application or service making the request. For APIs that require a deeper level of authorization—specifically those that need to operate within a user's unique context—a more granular authentication mechanism is employed: the user-specific bearer token. This token is dynamically generated using both the x-api-key and the individual userId.

Once generated, the bearer token is included in API requests via the Authorization header:

Authorization: Bearer

Token Generation Endpoint:

curl --location 'https://api.neuralfin.tech/v1/auth/user' \

--header 'Content-Type: application/json' \

--header 'x-api-key;' \

--data '{

"userId": ""

}'

LLM Trained on Indian Financial Data

This API provides access to a specialized LLM, extensively trained on Indian financial regulations (SEBI, RBI, etc.), market nuances, and common financial queries in the Indian context.

API Endpoints

Query LLM

Send a natural language query to the specialized LLM.

Request:

curl --location 'https://api.neuralfin.tech/v1/llm/query' \

--header 'Content-Type: application/json' \

--header 'x-api-key: test' \

--data '{

"model": "neualfin-ind-0.9",

"message": {}

}'

Response:

{

"content": ""

}

List All Goals

Retrieves a list of all financial goals set by the user, along with their current status and associated plans.

Request:

curl --location 'https://api.neuralfin.tech/v1/goals' \

--header 'Authorization: Bearer TOKEN'

Response:

[

  {

    “id”, 1,

     “goal”: “”

  }

]

Update Goal

Updates an existing financial goal or its parameters

Request:

curl --location --request PUT 'https://api.neuralfin.tech/v1/goals/1' \

--header 'Content-Type: application/json' \

--header 'Authorization: Bearer TOKEN' \

--data '{

    "message": ""

}

'

Response:

{

    “id”, 1,

     “goal”: “”

}

Goal Progress

Tracking and progressing the goals, AI-driven plan for achieving a specific financial goal, including recommended actions, savings targets, and investment strategies.

Request:

curl --location 'https://api.neuralfin.tech/v1/goals/1/progress' \

--header 'Authorization: Bearer TOKEN'

LLM Based Goal Planning and Management

This functionality leverages a Large Language Model (LLM) to help users define, plan, and manage their financial goals. It can interpret natural language goal descriptions, create actionable steps, and provide guidance on achieving them.

API Endpoints

Create Goals

Creates a new financial goal for the user based on their input. The LLM processes the natural language input to structure the goal.

Request:

curl --location 'https://api.neuralfin.tech/v1/goals' \

--header 'Content-Type: application/json' \

--header 'Authorization: Bearer TOKEN' \

--data '{

    "message": ""

}

'

Response:

{

    “id”, 1,

     “goal”: “”

  }

List All Goals

Retrieves a list of all financial goals set by the user, along with their current status and associated plans.

Request:

curl --location 'https://api.neuralfin.tech/v1/goals' \

--header 'Authorization: Bearer TOKEN'

Response:

[

  {

    “id”, 1,

     “goal”: “”

  }

]

Update Goal

Updates an existing financial goal or its parameters

Request:

curl --location --request PUT 'https://api.neuralfin.tech/v1/goals/1' \

--header 'Content-Type: application/json' \

--header 'Authorization: Bearer TOKEN' \

--data '{

    "message": ""

}

'

Response:

{

    “id”, 1,

     “goal”: “”

}

Goal Progress

Tracking and progressing the goals, AI-driven plan for achieving a specific financial goal, including recommended actions, savings targets, and investment strategies.

Request:

curl --location 'https://api.neuralfin.tech/v1/goals/1/progress' \

--header 'Authorization: Bearer TOKEN'

Account Aggregator-based Smart Nudges

This service integrates with Account Aggregators to securely access a user's consolidated financial data (with consent). It then uses AI to analyze this data and deliver timely, personalized "smart nudges" to encourage better financial behavior or highlight opportunities.

API Endpoints

Get Nudges

Retrieves a list of personalized smart nudges for the user

Request:

curl --location 'https://api.neuralfin.tech/v1/nudges'

--header 'Authorization: Bearer TOKEN'

Dismiss Nudges

Allows the user to dismiss a specific nudge, providing feedback if necessary

Request:

curl --location --request POST 'https://api.neuralfin.tech/v1/nudges/1/dimiss'

--header 'Authorization: Bearer TOKEN'

Realtime Portfolio Creation

This functionality enables users to create and optimize investment portfolios in real-time, considering their financial goals, risk tolerance, and market conditions. It can suggest asset allocation and specific investment products.

API Endpoints

Create Portfolio

Creates a new investment portfolio for the user based on their input

Get Portfolio

Retrieves the details of a specific investment portfolio, including its current holdings, performance, and asset allocation.

Update Portfolio

Update the investment portfolio

AI Recommendation

Get an AI-driven optimization process for the specified portfolio, suggesting adjustments to holdings or asset allocation based on defined criteria

Note on Account Aggregator Data: The consuming business entity (caller) will provide the necessary Account Aggregator data, with the specific format and integration details to be defined per contract.

Cruise Money is a consumer brand owned and operated by NeuralFin Technologies Pvt Ltd. Investment advisory services are provided under a SEBI-registered RIA license held by ORIM Advisors Pvt Ltd (Reg. No. insert registration number).

This platform offers AI-assisted financial insights and planning tools. All investment decisions should be made at your discretion. Nothing presented herein constitutes investment, tax, or legal advice. Past performance is not indicative of future results. Users are advised to consult a licensed advisor before acting on any recommendations.

Cruise Money is a consumer brand owned and operated by NeuralFin Technologies Pvt Ltd. Investment advisory services are provided under a SEBI-registered RIA license held by ORIM Advisors Pvt Ltd INA000018294. This platform offers AI-assisted financial insights and planning tools. All investment decisions should be made at your discretion. Nothing presented herein constitutes investment, tax, or legal advice. Past performance is not indicative of future results. Users are advised to consult a licensed advisor before acting on any recommendations.

Cruise Money is a consumer brand owned and operated by NeuralFin Technologies Pvt Ltd. Investment advisory services are provided under a SEBI-registered RIA license held by ORIM Advisors Pvt Ltd INA000018294. This platform offers AI-assisted financial insights and planning tools. All investment decisions should be made at your discretion. Nothing presented herein constitutes investment, tax, or legal advice. Past performance is not indicative of future results. Users are advised to consult a licensed advisor before acting on any recommendations.