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Understanding tax lots and testing in sandbox
8 months ago by Andrew Weiner
Hello,
The documentation for the /investments endpoint (https://docs.akoya.com/reference/investments) shows that the Holding object contains a field called "taxLots".
However, when I test the /investments endpoint in the sandbox, the response does not include any taxLot info in the array of holdings objects.
Two questions:
- Are taxLots only returned sometimes? If so, in what cases are they returned?
- Is there anyway to receive taxLots data in a test (i.e. in the sandbox environment)? Do we have to go live in production with real data in order to see an example of taxLots data?
Thank you for your time.
Best,
Andrew