Tax Lots
Cost basis tracking, tax lot inventory, and disposal history
List tax lots, disposals, or summary
x-api-key<token>
API key for programmatic access
In: header
Query Parameters
entityId*string
Format
uuidbookId?string
Format
uuidview?string
Response shape: lots (default), disposals, or summary.
Value in
"lots" | "disposals" | "summary"asset?string
Filter lots by asset symbol (e.g. ETH). Only applies when view=lots.
status?string
Set to open to return only lots with remaining quantity > 0. Only applies when view=lots.
Value in
"open"Response Body
application/json
application/json
application/json
curl -X GET "https://app.axiomatic.software/api/tax-lots?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"[
{
"id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
"entityId": "156e622c-6cdf-4c27-9bc9-2f2db69919f5",
"bookId": "710266f4-0087-48f9-97e1-4b13ac48f353",
"asset": "string",
"assetType": "EQUITY",
"quantity": "string",
"remainingQuantity": "string",
"costBasisPerUnit": "string",
"totalCostBasis": "string",
"acquiredDate": "2019-08-24",
"source": "NATIVE",
"method": "ONCHAIN",
"status": "OPEN",
"eventId": "d6703cc8-9e79-415d-ac03-a4dc7f6ab43c",
"externalRef": "string",
"metadata": {},
"createdAt": "2019-08-24T14:15:22Z"
}
]{
"error": "string"
}{
"error": "string"
}Import broker-reported tax lots
x-api-key<token>
API key for programmatic access
In: header
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
Response Body
application/json
application/json
application/json
curl -X POST "https://app.axiomatic.software/api/tax-lots" \ -H "Content-Type: application/json" \ -d '{ "entityId": "156e622c-6cdf-4c27-9bc9-2f2db69919f5", "bookId": "710266f4-0087-48f9-97e1-4b13ac48f353", "action": "import", "brokerName": "string", "lots": [ { "asset": "string", "quantity": "string", "costBasis": "string", "acquiredDate": "2019-08-24" } ] }'{
"imported": 0,
"lots": [
{
"id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
"entityId": "156e622c-6cdf-4c27-9bc9-2f2db69919f5",
"bookId": "710266f4-0087-48f9-97e1-4b13ac48f353",
"asset": "string",
"assetType": "EQUITY",
"quantity": "string",
"remainingQuantity": "string",
"costBasisPerUnit": "string",
"totalCostBasis": "string",
"acquiredDate": "2019-08-24",
"source": "NATIVE",
"method": "ONCHAIN",
"status": "OPEN",
"eventId": "d6703cc8-9e79-415d-ac03-a4dc7f6ab43c",
"externalRef": "string",
"metadata": {},
"createdAt": "2019-08-24T14:15:22Z"
}
]
}{
"error": "string"
}{
"error": "string"
}