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 Example 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
}
]
}