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>

Learn how to get access to our API V2.0 by clicking here.

You can copy and use our API v2.0 Public Token to get familiar with our API OData 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 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
        }
    ]
}