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improved

Q3 2025

about 1 month ago by Jackie Duong
  • Gains Endpoint
    • /gains updated support for client transaction IDs
      • Supports query param client_disposition_transaction_id which should be the client's ID of the disposing transaction. Can specify up to 25 client_disposition_transaction_id parameters to retrieve gains for multiple transactions
        Returnsclient_acquisition_transaction_id and client_disposition_transaction_id as part of the 200 response
    • /gains/summary updated to have more detail in responses
      • Returns an array of gain summary objects, one per asset with cost basis and gain information.
  • Inventory Endpoint
    • /inventory supports lot pagination
      • Supports query param offset, the offset integer for paging through results.
    • /inventory supports ordering lots
      • Supports query param lots_ordered_by, the method to order lots in the inventory response. Lots will be returned sorted according to the order in which the system will dispose them (by highest cost for HIFO, earliest acquisition date for FIFO, or latest acquisition date for LIFO).
    • /inventory updated support for client transaction IDs
      • Returns client_acquisition_transaction_id and client_disposition_transaction_id within each lot
    • Inventory summary objects in /inventory and /inventory/summaries
      • Summary objects include client_modified_by_transaction_id
  • Transfer Lot Endpoints
    • /transfer-lots/transactions/{id} updated support for client transaction IDs
      • Returns optional client_acquisition_transaction_id
    • New endpoint /transfer-lots/transactions/ to get Transfer Lots for multiple transactions at once
      • Allows fetching transfer lots for up to 25 deposit or withdraw transactions in a single request. All requested transactions must belong to the same account specified by the account_id parameter.
  • Form Item Endpoints
    • New optional fields on the 1099DIV for use on the Consolidated Forms
      • security_description cusip_number payable_date dividend_distributions short_term_gains
    • Support for 1099R Form Items
    • Support for 5498 Form Items
  • Other Updates
    • Deprecated /transactions/{id}/cost-bases
      • This endpoint has been deprecated in favor of the /gains endpoint, which provides a more comprehensive and paginated view of cost basis data. The /gains endpoint can be called with a client_disposition_transaction_id query parameter to get the cost bases for a specific disposing transaction.