A feature I would really like is being able to sell shares by identified lots. This is mostly for actions like Tax loss harvesting.
8 Likes
I second Mark’s feature request here. I’ve been looking around to see if it’s available in the trading API documentation. I’m ready to jump right in if the feature is supported. Thanks!
Yes! In fact, this is pretty standard among brokers - I use Vanguard and Fidelity as well, and they both have the option to specify lots.
Yes please add this!
yup would also be highly interested to start using this if alpaca was able to offer it.
Quick bump on this topic.
Having the ability to view and sell specific tax lots is SUPER valuable when managing tax impact. Without it the platform is pretty much unusable because you have very little control over your tax bill at the end of the year.
Was this feature ever launched or is it on the roadmap?