# Tax Loss Harvest Scanner

> Scans a taxable brokerage account for individual lots with unrealized losses above a configurable…

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.

- Page: https://ss33.ai/skills/lyndonkl/tax-loss-harvest-scanner-41980470116
- Publisher: lyndonkl
- Category: [Finance & Markets](https://ss33.ai/skills/category/finance-and-markets-gri5ar) › [Investing & retirement](https://ss33.ai/skills/category/finance-and-markets-gri5ar/investing-and-retirement-yr8flu)
- Source: https://github.com/lyndonkl/claude/blob/4acc337d4dbdb19da6469eb2504c16669c1cafa1/skills/tax-loss-harvest-scanner/SKILL.md

## Skill

This skill's licence does not allow redistribution, so the store does not serve its text. Get it from the author: https://github.com/lyndonkl/claude/blob/4acc337d4dbdb19da6469eb2504c16669c1cafa1/skills/tax-loss-harvest-scanner/SKILL.md