Tax Loss Harvest Scanner
Scans a taxable brokerage account for individual lots with unrealized losses above a configurable…
by lyndonkl
The skill
Scans a taxable brokerage account for individual lots with unrealized losses above a configurable threshold, identifies wash-sale risks by checking recent buys and forward planned buys of substantially identical securities (across all household accounts including spousal), and proposes harvest pairs (sell-for-loss + immediate buy of a similar-but-not-identical replacement). Use for year-end tax planning, monthly TLH scans, after market drawdowns, or when user mentions tax-loss harvesting, TLH, wash sale, or harvest candidates.
This skill's licence does not allow redistribution, so the store does not show its text. Read it at the source.
Use this skill
Connect your agent to the Skill Store MCP server and ask for it by ref: lyndonkl/tax-loss-harvest-scanner-41980470116.
Details
- Publisher
- lyndonkl
- Category
- Finance & Markets › Investing & retirement
- Updated
- 2026-08-22
References
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