Retrieve unrealized tax lots for a specific symbol
Returns detailed unrealized tax lots for a specific symbol in the account. Requires the `portfolio` scope. Available to individual investors.
| 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
}