Retrieve unrealized tax lots for a specific symbol
Returns detailed unrealized tax lots for a specific symbol in the account. Requires the `trading.read` scope. Available to individual investors.
lotSelectionId is what you pass in taxLotMatchingInstructionsto sell that lot. It's null when the lot can't be selected, for example during a corporate action.Get the unrealized tax lots you hold in AAPL. The code samples and the playground use this request.
| Name | Type | Required | Description |
|---|---|---|---|
| accountId | string | Yes | - |
| symbol | string | Yes | - |
| price | string | No | - |
No request body defined
The trading session after which this summary was calculated
The ticker
Company name
The lots sorted by openDate
Account not found or does not belong to the client
No response body defined
{
"asOf": "2023-11-07",
"symbol": "string",
"companyName": "string",
"lots": [
{
"quantity": "string",
"costBasis": "string",
"unitCost": "string",
"currentPrice": "string",
"currentValue": "string",
"gainLoss": "string",
"openDate": "2023-11-07",
"term": "string",
"washSale": true,
"shortTermGainLoss": "string",
"longTermGainLoss": "string",
"openBuyPrice": "string",
"lotSelectionId": "string",
"outOfDateStatus": {
"type": "PRE_EXISTING_OPEN_ORDER_ON_SYMBOL",
"order": {
"id": "string",
"description": "string"
},
"description": {
"header": "string",
"body": "string"
}
}
}
],
"details": null
}