get_tax_lots_for_symbol
Retrieve unrealized tax-lot details for a single symbol, including open lots, unrealized gain/loss, holding term, and cost basis. Use current market price or specify a custom price.
Instructions
Get the unrealized tax-lot detail for a single symbol.
Returns each open lot for the symbol with its unrealized gain/loss,
holding term, and cost basis. Requires the API key to have the
trading.read scope.
Args: symbol: Ticker symbol (e.g. "AAPL"). price: Optional price (as a numeric string) to value the lots against. Omit to use the current market price. account_id: Account ID. Optional if PUBLIC_COM_ACCOUNT_ID is set.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| price | No | ||
| symbol | Yes | ||
| account_id | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |