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Core Platform

List governed tax-lot records for an adopted portfolio

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

Contract

Authentication
Bearer credential required
Required scope
investment:read
Status
Published

Parameters

Name Location Type Required Description
portfolio path string Yes

Code examples

These examples compose a request only. Public reference pages never transmit your credential or execute the operation.

curl

curl -X GET \
  -H "Authorization: Bearer $FINANCEGPT_API_KEY" \
  -H "Accept: application/json"
  "https://financegpt.dev/api/v2/investment/portfolios/{portfolio}/tax-lots"

javascript

const response = await fetch("https:\/\/financegpt.dev\/api\/v2\/investment\/portfolios\/{portfolio}\/tax-lots", {
  method: "GET",
  headers: {
    Authorization: `Bearer ${FINANCEGPT_API_KEY}`,
    Accept: 'application/json',
  },
});
const data = await response.json();

python

import json
import os
import requests

response = requests.request(
    'GET',
    'https://financegpt.dev/api/v2/investment/portfolios/{portfolio}/tax-lots',
    headers={
        'Authorization': 'Bearer ' + os.environ['FINANCEGPT_API_KEY'],
        'Accept': 'application/json',
    },
)
response.raise_for_status()
print(response.json())

php

<?php
$ch = curl_init('https://financegpt.dev/api/v2/investment/portfolios/{portfolio}/tax-lots');
curl_setopt_array($ch, [
    CURLOPT_CUSTOMREQUEST => 'GET',
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER => [
        'Authorization: Bearer '.getenv('FINANCEGPT_API_KEY'),
        'Accept: application/json',
    ],
]);
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Responses

Status Description
200 Tax lots and verification provenance

Authority boundary

A developer credential proves application identity and permits only its scopes. It does not grant model promotion, policy override, QLM rebinding, or Financial Actions execution authority unless those separate controls are satisfied.

investment:read

Machine-readable sources