API product catalogSub-Accounts & White-Label Retail KYC
Open tax lots (sub-account)
Sub-Accounts & White-Label Retail KYC
GET
/users/{userId}/tax-lots
Open tax lots (sub-account)
Sandbox available
getSubAccountTaxLotsOpen tax lots for a sub-account — each remaining acquired quantity with per-unit cost basis and acquisition date, derived FIFO from settled orders. Pair with /gains for realized disposals.
Parameters
userIdstringpathRequiredExample: usr_abc123
symbolstringqueryFilter to one symbol.
Headers
AuthorizationstringRequiredBearer sk_sandbox_<your_key> for sandbox requests.
Response fields
subAccountIdstring | nullaccountTypestringcurrencystringExample: "USD"
countintegertotalCostUsdnumberlotsobject[]lots[].lotIdstringThe acquiring order id.
lots[].symbolstringlots[].exchangestring | nulllots[].quantitynumberRemaining open quantity.
lots[].originalQuantitynumberlots[].costBasisPerUnitUsdnumberlots[].remainingCostUsdnumberlots[].acquiredAtstring | nulllots[].acquisitionFeeUsdnumberResponse codes
200Open lots.404Sub-account not found.