create_lot
Create an investment lot to group purchases for cost basis tracking and capital gains calculation.
Instructions
Create a new lot for cost basis tracking.
Lots group investment purchases for tracking cost basis and calculating capital gains when selling.
Args: account: Account ref for the investment account: full path (e.g., "Assets:Investments:VTSAX"), %short GUID, or full 32-char GUID. title: Lot identifier (e.g., "VTSAX 2026-01-15 purchase"). notes: Optional notes.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | ||
| title | Yes | ||
| account | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |