Prerequisites and Requirements

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  1. Transaction API Integration - TaxBit's Tax Loss Harvesting and portfolio optimization capabilities require an existing integration with our Transactions API. As transactions are sent from the digital asset platform to TaxBit, inventory and lot information are automatically updated.
  2. Asset Spot Price - The current asset spot price data for each asset must be available and provided by the platform. Each platform has its market pricing that changes in real-time and the end user should see estimated gain/loss calculations based on the pricing that matches what is otherwise visible on the platform.

Updated 9 months ago

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