Filter all Realized Gain Loss recordsAsk AIpost https://api.bridgeft.com/v2/data/source/realized-gain-loss/filterReturns a filtered list of Realized Gain Loss recordsQuery Paramspager.limitintegerNumber of items to return per pagepager.pageintegerCurrent page numberrelatedstringSelect data related to identifiers in the response data. When a related query parameter is selected, a new json field will be populated in the response with a map of the relevant related data. ** Example ** GET https://api.bridgeft.com/v2/{selectedResource}?related=accounts Response: { "object": "object" "has_next": true, "has_previous": false, "current_page": 1, "total_pages": 10, "page_size_limit": 100, "has_next": true, "data": [ { id: 1, account_id": "SOMEACCOUNTID1", ... }, { id: 1, account_id": "SOMEACCOUNTID2", ... } ] "accounts": { "SOMEACCOUNTID1": { id: "SOMEACCOUNTID1", ... }, "SOMEACCOUNTID2": { id: "SOMEACCOUNTID2", ... } } } Populating the related query parameter will pull additional information in the request for supported related data without reaching out to an additional endpoint. See dropdown for the supported related fields for the resource.Body ParamsidintegerThe unique resource id for the realized gain lossaccount_idintegerThe id of the Account associated with this Realized gain lossaccount_idsarray of integersProvide a list of Account IDs to filter.account_idsADD integersecurity_idintegerThe id of the Security associated with this Realized gain losssource_security_symbolstringThe symbol of the corresponding security as reported by the source if applicablesource_security_cusipstringThe cusip of the corresponding security as reported by the source if applicablesourcestringenumCustodian or source the realized gain loss data comes from. APX=Apex Fintech Solutions, AXO=Axos Advisory Services, DST=DST Systems, FPR=Fidelity 401k/403b, IBK=Interactive Brokers, NFS=Fidelity Investments, PER=Pershing, PTA=Pontera, SWB=Charles Schwab, TDA=TD Ameritrade (Available prior to Sept. 2, 2023), EGB=Eaglebrook, MLT=Millenium Trust, TIA=TIAA Financial ServicesAPXAXODSTFPRIBKNFSPERPTASWBTDA (Available prior to Sept. 2, 2023)EGBMLTTIAShow 13 enum valuesaccount_numberstringThe account number of the Account associated with this Realized gain lossadvisor_codestringThe advisor code of the Account associated with this Realized gain lossreported_datedate-timerequiredThe date the custodian reports the realized gain lossdirectionstringenumFlag to indicate if lot is Long or Short. Potential values, L = Long, S = ShortLSAllowed:LSabs_closed_unitsfloatThe quantity of closed unitsabs_closed_valuefloatThe value of the closed unitsclose_datedate-timeThe date that the corresponding closed units were closedsettle_datedate-timeThe date that the corresponding closed units were settledabs_opened_unitsfloatThe quantity of originally opened units for the corresponding lotabs_opened_valuefloatThe value of the originally opened unitsopen_datedate-timeThe date that the units were originally openedamountfloatThe gain or loss from the closed unitsamount_short_termfloatThe short term gain or loss from the closed unitsamount_long_termfloatThe long term gain or loss from the closed unitslot_identifierstringThe lot identifier closed if reported by the sourcelot_selection_methodstringThe lot selection method of the lot if reported by the sourcecreated_at_utcdate-timeTimestamp for when the record was createdResponses 200An enveloped list of Realized Gain Loss 400Bad RequestUpdated 7 months ago
