Get Cost-Basis Lot Ledger
get_lot_ledgerTrace paginated cost-basis acquisition, disposal, transfer, and adjustment history across a portfolio, optionally narrowed by asset, wallet, event kind, accounting transaction, or date.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number, starting at 1 | |
| sort | No | Single public sort field. Prefix with - for descending. Supported fields: timestamp, diff, value, price | |
| limit | No | Maximum items to return, maximum 100. Preferred MCP pagination field. | |
| filter | No | Public AIP-160 filter string. Supported fields: id lot identifier (=, !=, in, not in), entry_id ledger-row identifier (=, !=, in, not in), asset_id (=, !=, in, not in), asset_spam (= true or false), entry_kind (=, !=, in, not in), wallet (=, !=, in, not in using chainId:address), portfolio_transaction_id (=, !=, in, not in), timestamp (=, !=, >, >=, <, <= with ISO datetimes). The asset display name is not filterable. | |
| toDate | No | Optional ISO timestamp upper bound | |
| chainId | No | Exact chain ID when filtering to one wallet; requires walletAddress | |
| assetRef | No | Deprecated compatibility selector for asset symbol or asset id. Prefer filter=asset_id. | |
| fromDate | No | Optional ISO timestamp lower bound | |
| pageSize | No | Deprecated alias for limit, maximum 100. Prefer limit for new MCP calls. | |
| entryKind | No | Filter by lot entry kind (any of) | |
| portfolioRef | Yes | Portfolio exact name or slug | |
| workspaceRef | Yes | Workspace exact name or slug | |
| walletAddress | No | Exact case-sensitive wallet address when filtering to one wallet; requires chainId |