Overview

How it works

1. You send transactions. Acquisitions, dispositions, and transfers, with timestamps and asset amounts.
2. Inventory updates automatically. Each processed transaction triggers a background recalculation that matches dispositions to lots.
3. You retrieve gains. Short-term and long-term gains per account, ready for a tax center or a 1099-DA.

The newest transaction for an account is usually reflected in under a second when transactions arrive in order. A transaction that lands earlier in an account's history is a historical change and has no SLA. To know when inventory is current, subscribe to the INVENTORY_UPDATE webhook. SLAs & async behavior has the details.

Guides

Work through these in order the first time.

1. Set up inventory and gains: the end-to-end path, transactions in and gains out.
2. Choose a disposition method: HIFO, FIFO, LIFO, and LOFO, where each is set, and what changing one does.
3. Handle transfers: move basis between accounts without creating a taxable event.
4. Build tax center experiences: surface unrealized positions and year-to-date gains in your own UI.

API resources

• Transactions
• Inventory
• Inventory summaries
• Gains
• Gains summary
• Gains breakdown
• Disposition method history
• Disposition methods
• Transfer lots