GET /v2/odata/TaxLots

0

GET /v2/odata/TaxLots

Return

This endpoint provides detailed information about tax lots associated with users' investments. It includes data on acquisition date, cost, and other tax-related metrics.

Endpoint URL

https://api.wealthtechs.com/v2/odata/TaxLots

Authorization

// Authorization via JWT Token.

Authorization: Bearer <YourToken>

Responses

CodeType
200Success
204No Content
400Bad Request
401Unauthorized

Example Code

var myHeaders = new Headers();

myHeaders.append("Content-Type", "application/json");
myHeaders.append("Authorization", "Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJVc2VySW5mbyI6IntcIklkXCI6OTgxLFwiSWRlbnRpdHlJZFwiOlwiNjMyMzhhZTQtMzAyMC00NWI5LWEwODktOTE2ZTY4MDMyZTY3XCIsXCJVc2VyTmFtZVwiOlwiMF9URVNUX0NMSUVOVFwiLFwiRW1haWxcIjpcInRlc3RjbGllbnRAd2VhbHRodGVjaHMuY29tXCIsXCJGaXJzdE5hbWVcIjpcIlRlc3RcIixcIkxhc3ROYW1lXCI6XCJDbGllbnRcIixcIklzQ2xpZW50VXNlclwiOmZhbHNlfSIsIm5iZiI6MTY5NDcwMjU3OSwiZXhwIjoxOTI0OTIzNjAwLCJpc3MiOiJXZWFsdGhUZWNocyIsImF1ZCI6IkFQSVVzZXJzIn0.bNcP0ouNwtFoxrI7pYXw0WKiw0TN6w_R2-Ban5moo1A");

var requestOptions = {
  method: 'GET',
  headers: myHeaders,
  redirect: 'follow'
};

fetch("https://api.wealthtechs.com/v2/odata/TaxLots?$top=5", requestOptions)
  .then(response => response.json())
  .then(result => console.log(result))
  .catch(error => console.log('error', error));

Example Response

{
    "@odata.context": "https://api.wealthtechs.com/v2/odata/$metadata#TaxLots",
    "value": [
        {
            "Id": 92298,
            "CustodianId": 0,
            "CustomerId": 0,
            "ProcessDate": "2023-09-19T00:00:00-04:00",
            "AccountId": 12,
            "SecurityId": 10363,
            "ShortPosition": false,
            "TradeDate": "2023-09-19T00:00:00-04:00",
            "Quantity": 81000,
            "Amount": 746.01,
            "OriginalCost": 825.09,
            "OriginalCostDate": "2014-01-10T00:00:00-05:00",
            "OriginalFace": 81000
        },
        {
            "Id": 92299,
            "CustodianId": 0,
            "CustomerId": 0,
            "ProcessDate": "2023-09-19T00:00:00-04:00",
            "AccountId": 14,
            "SecurityId": 16085,
            "ShortPosition": false,
            "TradeDate": "2023-09-19T00:00:00-04:00",
            "Quantity": 61207.63,
            "Amount": 61207.63,
            "OriginalCost": null,
            "OriginalCostDate": null,
            "OriginalFace": null
        },
        {
            "Id": 92300,
            "CustodianId": 0,
            "CustomerId": 0,
            "ProcessDate": "2023-09-19T00:00:00-04:00",
            "AccountId": 14,
            "SecurityId": 14952,
            "ShortPosition": false,
            "TradeDate": "2023-09-19T00:00:00-04:00",
            "Quantity": 64,
            "Amount": 10380.8,
            "OriginalCost": 10493.76,
            "OriginalCostDate": "2023-06-16T00:00:00-04:00",
            "OriginalFace": null
        },
        {
            "Id": 92301,
            "CustodianId": 0,
            "CustomerId": 0,
            "ProcessDate": "2023-09-19T00:00:00-04:00",
            "AccountId": 12,
            "SecurityId": 9994,
            "ShortPosition": false,
            "TradeDate": "2023-09-19T00:00:00-04:00",
            "Quantity": 26000,
            "Amount": 17932.2,
            "OriginalCost": 21409.47,
            "OriginalCostDate": "2020-12-22T00:00:00-05:00",
            "OriginalFace": 26000
        },
        {
            "Id": 92302,
            "CustodianId": 0,
            "CustomerId": 0,
            "ProcessDate": "2023-09-19T00:00:00-04:00",
            "AccountId": 12,
            "SecurityId": 10208,
            "ShortPosition": false,
            "TradeDate": "2023-09-19T00:00:00-04:00",
            "Quantity": 185000,
            "Amount": 3620.45,
            "OriginalCost": 3971.62,
            "OriginalCostDate": "2015-03-17T00:00:00-04:00",
            "OriginalFace": 185000
        }
    ]
}

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