Verified Portfolio Tax Lots

Read source-referenced tax lots available to governed tax-aware portfolio analysis.

Version: v2

Stability: stable

Sandbox: Available

Production: Entitlement required

Target latency: ≤ 400 ms

GET/api/v2/investment/portfolios/{portfolio}/tax-lots

Tax lots retain cost-basis provenance and verification state.

Required scope: investment:read

Try it in the FinanceGPT sandbox

The playground uses deterministic isolated sandbox fixtures. It never queries production workspace data and does not require you to paste an API secret into the browser.

Example response

{
    "data": [
        {
            "symbol": "AAPL",
            "lot_reference": "broker-lot-001",
            "verified_at": "2026-08-12T00:00:00Z"
        }
    ]
}

Code examples

curl

curl -X GET \
  https://equitygpt.app/api/v2/investment/portfolios/1/tax-lots \
  -H "Authorization: Bearer $FINANCEGPT_API_KEY" \
  -H "Content-Type: application/json"

python

import os, requests

url = "https://equitygpt.app/api/v2/investment/portfolios/1/tax-lots"
headers = {"Authorization": f"Bearer {os.environ['FINANCEGPT_API_KEY']}"}
response = requests.request("GET", url, headers=headers)
response.raise_for_status()
print(response.json())

javascript

const response = await fetch('https://equitygpt.app/api/v2/investment/portfolios/1/tax-lots', {
  method: 'GET',
  headers: { Authorization: `Bearer ${process.env.FINANCEGPT_API_KEY}`, 'Content-Type': 'application/json' }
});
if (!response.ok) throw new Error(`FinanceGPT ${response.status}`);
console.log(await response.json());

php

<?php
$ch = curl_init('https://equitygpt.app/api/v2/investment/portfolios/1/tax-lots');
curl_setopt_array($ch, [CURLOPT_RETURNTRANSFER => true, CURLOPT_CUSTOMREQUEST => 'GET', CURLOPT_HTTPHEADER => ['Authorization: Bearer '.getenv('FINANCEGPT_API_KEY'), 'Content-Type: application/json']]);
$response = curl_exec($ch);
if (curl_getinfo($ch, CURLINFO_HTTP_CODE) >= 400) throw new RuntimeException($response);
echo $response;

Versions & changelog

v2 published

M27 publication of this governed FinanceGPT API operation.

Ready to build?

Explorer gives immediate isolated sandbox access. Production plans require a commercial entitlement.

Create account