create_lot
Create an empty lot in an investment account to start cost basis tracking for a purchase, so later sales can be linked for capital gain calculations.
Instructions
Create a new, empty lot for cost basis tracking.
Additive: the lot starts open with no splits attached, and nothing else in the book changes. A lot groups one purchase with its later sales so cost basis and capital gain compute per purchase. The full flow: create_lot → create_transactions (the buy, a one-row batch) → assign_split_to_lot → calculate_lot_gain; the lot auto-closes when its assigned splits net to zero shares. Errors if the account ref matches nothing. Skip this tool when you only want a valuation — get_book_summary and balance_sheet price holdings without lots.
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 |