[Type] 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/graphql/Authorization
// Authorization via JWT Token
Authorization: Bearer <YourToken>Learn how to get access to our API V2.0 by clicking here.
You can copy and use our API v2.0 Example Token to get familiar with our API GraphQL Resources.
Responses
| Code | Type |
|---|---|
| 200 | Success |
| 204 | No Content |
| 400 | Bad Request |
| 401 | Unauthorized |
Example Code
var myHeaders = new Headers();
myHeaders.append("Content-Type", "application/json");
myHeaders.append("Authorization", "Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJVc2VySW5mbyI6IntcIklkXCI6OTgxLFwiSWRlbnRpdHlJZFwiOlwiNjMyMzhhZTQtMzAyMC00NWI5LWEwODktOTE2ZTY4MDMyZTY3XCIsXCJVc2VyTmFtZVwiOlwiMF9URVNUX0NMSUVOVFwiLFwiRW1haWxcIjpcInRlc3RjbGllbnRAd2VhbHRodGVjaHMuY29tXCIsXCJGaXJzdE5hbWVcIjpcIlRlc3RcIixcIkxhc3ROYW1lXCI6XCJDbGllbnRcIixcIklzQ2xpZW50VXNlclwiOmZhbHNlfSIsIm5iZiI6MTY5NDcwMjU3OSwiZXhwIjoxOTI0OTIzNjAwLCJpc3MiOiJXZWFsdGhUZWNocyIsImF1ZCI6IkFQSVVzZXJzIn0.bNcP0ouNwtFoxrI7pYXw0WKiw0TN6w_R2-Ban5moo1A");
var graphql = JSON.stringify({
query: "query TaxLots {\r\n taxLots {\r\n nodes {\r\n id\r\n custodianId\r\n customerId\r\n processDate\r\n accountId\r\n securityId\r\n shortPosition\r\n tradeDate\r\n quantity\r\n amount\r\n originalCost\r\n originalCostDate\r\n originalFace\r\n }\r\n }\r\n}",
variables: {}
})
var requestOptions = {
method: 'POST',
headers: myHeaders,
body: graphql,
redirect: 'follow'
};
fetch("https://api.wealthtechs.com/v2/graphql/", requestOptions)
.then(response => response.json())
.then(result => console.log(result))
.catch(error => console.log('error', error));Example Response
{
"data": {
"taxLots": {
"nodes": [
{
"id": 92298,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 12,
"securityId": 10363,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 81000.0000000000,
"amount": 746.0100000000,
"originalCost": 825.0900000000,
"originalCostDate": "2014-01-10T00:00:00.000-05:00",
"originalFace": 81000.0000000000
},
{
"id": 92299,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 14,
"securityId": 16085,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 61207.6300000000,
"amount": 61207.6300000000,
"originalCost": null,
"originalCostDate": null,
"originalFace": null
},
{
"id": 92300,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 14,
"securityId": 14952,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 64.0000000000,
"amount": 10380.8000000000,
"originalCost": 10493.7600000000,
"originalCostDate": "2023-06-16T00:00:00.000-04:00",
"originalFace": null
},
{
"id": 92301,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 12,
"securityId": 9994,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 26000.0000000000,
"amount": 17932.2000000000,
"originalCost": 21409.4700000000,
"originalCostDate": "2020-12-22T00:00:00.000-05:00",
"originalFace": 26000.0000000000
},
{
"id": 92302,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 12,
"securityId": 10208,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 185000.0000000000,
"amount": 3620.4500000000,
"originalCost": 3971.6200000000,
"originalCostDate": "2015-03-17T00:00:00.000-04:00",
"originalFace": 185000.0000000000
},
{
"id": 92303,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 12,
"securityId": 10292,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 1000.0000000000,
"amount": 27.4900000000,
"originalCost": 0.0000000000,
"originalCostDate": "2019-03-21T00:00:00.000-04:00",
"originalFace": 1000.0000000000
},
{
"id": 92304,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 12,
"securityId": 10398,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 1000.0000000000,
"amount": 9.0000000000,
"originalCost": 0.0000000000,
"originalCostDate": "2019-03-21T00:00:00.000-04:00",
"originalFace": 1000.0000000000
},
{
"id": 92305,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 14,
"securityId": 16061,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 93.0000000000,
"amount": 8820.1200000000,
"originalCost": 10626.8600000000,
"originalCostDate": "2023-06-16T00:00:00.000-04:00",
"originalFace": null
},
{
"id": 92306,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 12,
"securityId": 10174,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 101000.0000000000,
"amount": 384.8100000000,
"originalCost": 0.0000000000,
"originalCostDate": "2019-03-21T00:00:00.000-04:00",
"originalFace": 101000.0000000000
},
{
"id": 92307,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 12,
"securityId": 10175,
"shortPosition": false,
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 49000.0000000000,
"amount": 251.3700000000,
"originalCost": 287.3200000000,
"originalCostDate": "2013-08-22T00:00:00.000-04:00",
"originalFace": 49000.0000000000
}
]
}
}
}