What we accept
TaxView accepts ticker symbols and FIGIs (Bloomberg's free, unlicensed identifier; e.g. BBG000B9XRY4). We do not accept CUSIPs or US ISINs — these identifiers are licensed by CUSIP Global Services and we deliberately never store them. If your source data uses CUSIPs, convert them to FIGIs (free) at openfigi.com before uploading.
Canonical template
The simplest path is to start from our template, which has the exact column headers we expect.
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Educational tool. Output is illustrative and is not investment or tax advice. We do not store your data — this endpoint validates and returns the parsed lots without persistence.