TaxlotIQ – PnL & Tax-Lots API
Turn raw trade histories into accurate realized/unrealized PnL and open tax lots under FIFO, LIFO, HIFO, or Specific-ID strategies. Supports crypto, stocks, and FX Wash-sale flagging (optional) Handles corporate actions (splits, symbol changes) Generate portfolio snapshots and tax-ready reports Simple JSON in, auditable numbers out No third-party data dependencies Perfect for: Trading dashboards…
4 subscribers
35 ms avg latency
8 endpoints
The in-depth APIMemo review for this API hasn't been published yet —
the data below comes straight from the public marketplace listing.
TaxlotIQ – PnL & Tax-Lots API endpoints
| Method | Endpoint | Description |
|---|---|---|
| portfolios | ||
| POST |
/portfolios /portfolios |
|
| trades:ingest | ||
| POST |
/trades:ingest /trades:ingest |
|
| pnl:realized | ||
| POST |
/pnl:realized /pnl:realized |
|
| pnl:unrealized | ||
| POST |
/pnl:unrealized /pnl:unrealized |
|
| lots:open | ||
| POST |
/lots:open /lots:open |
|
| reports:tax | ||
| POST |
/reports:tax /reports:tax |
|
| corporate-actions | ||
| POST |
/corporate-actions /corporate-actions |
|
| transfers | ||
| POST |
/transfers /transfers |
|
TaxlotIQ – PnL & Tax-Lots API pricing
| Plan | Price | Rate limit | Quotas |
|---|---|---|---|
| BASIC | Free | — |
|
