Taxlots endpoint added to Akoya API (November 22, 2024)

We've added a Get Tax Lots endpoint to our Investments product.

A tax lot is a record of transactions and their tax implications specific to a security in an investment portfolio. Tax lots offer a better picture of an investment account, as consumers use them to make buy and sell decisions on their investments.

Below is an example payload:

{
  "accountId": "string",
  "holding": {
    "holdingId": "string",
    "securityId": "string",
    "securityIdType": "string",
    "taxLots": [
      {
        "originalPurchaseDate": "string",
        "quantity": 0,
        "purchasedPrice": 0,
        "costBasis": 0,
        "currentValue": 0,
        "positionType": "string"
      }
    ]
  }
}

Check out the documentation for this endpoint on the docs site.