tax-loss-harvesting Skill
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning". Published by anthropics in financial-services.
What is tax-loss-harvesting Skill?
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning". Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Security review
- Security review use cases
Technical details
- Install or run with Copy skill directory
When to use tax-loss-harvesting Skill
- Use it for security review.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/wealth-management/skills/tax-loss-harvesting/SKILL.md
What it does
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
Skill instructions
Tax-Loss Harvesting Workflow Step 1: Identify Candidates Scan taxable accounts for positions with unrealized losses: | Security | Asset Class | Cost Basis | Current Value | Unrealized Loss | Holding Period | % Loss | |----------|-----------|-----------|---------------|-----------------|---------------|--------| | | | | | | ST / LT | | Prioritize by: 1. Largest absolute loss (biggest tax benefit) 2. Short-term losses first (offset short-term gains taxed at ordinary income rates) 3. Positions with the largest % loss (less likely to recover quickly) Step 2: Gain/Loss Budget Calculate the client's tax situation: | Category | Amount | |----------|--------| | Realized short-term gains YTD | | | Realized long-term gains YTD | | | Realized losses YTD | | | Net gain/(loss) position | | | Carryforward losses from prior years | | | Target harvesting amount | | Tax savings estimate: - Short-term losses × marginal ordinary income rate - Long-term losses × capital gains rate - Up to $3,000 net loss
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Frequently asked questions
What is tax-loss-harvesting?
tax-loss-harvesting is a open-source AI agent skill with Copy skill directory. Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows.
Who is tax-loss-harvesting best for?
tax-loss-harvesting is best for reusing agent instructions, scripts, and references, security review workflows.
How do I install tax-loss-harvesting?
Install or run tax-loss-harvesting using Copy skill directory. Check tax-loss-harvesting for the latest setup command.
Is tax-loss-harvesting actively maintained?
tax-loss-harvesting may need a closer maintenance check before production use.
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