optimizer-claw

Identify unrealized tax losses and propose compliant substitute assets within OKX TLH workflows.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/Skottbie/VeriTax-Plus --skill optimizer-claw
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: optimizer-claw
Source: https://github.com/Skottbie/VeriTax-Plus/tree/main/skills/optimizer-claw
Command: npx skills add https://github.com/Skottbie/VeriTax-Plus --skill optimizer-claw

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The skill identifies unrealized tax losses in crypto portfolios and proposes compliant substitute assets to sustain market exposure while maximizing tax savings in OKX-based TLH workflows.

Core Features & Use Cases

  • Unrealized-loss discovery: scans input tax datasets to surface candidates eligible for tax-loss harvesting.
  • Substitute asset auditing: validates safety and liquidity of proposed assets using integrated tools and market data.
  • TLH planning & tax-savings estimation: builds actionable plans, estimates potential savings, and enforces jurisdiction-specific wash-sale rules prior to execution.
  • Continuous monitoring support: enables scheduled runs and proactive recommendations via monitor mode.

Quick Start

Provide the tax dataset and jurisdiction to begin TLH analysis and review the generated substitute recommendations.

Frequently Asked Questions about optimizer-claw

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I identify unrealized tax losses for crypto tax-loss harvesting on OKX?

To identify unrealized tax losses for crypto tax-loss harvesting, ingest your tax dataset into the optimization engine to scan portfolios and surface eligible harvesting candidates.

How does tax-loss harvesting work with wash-sale rules across different jurisdictions?

Tax-loss harvesting applies jurisdiction-specific wash-sale rules by enforcing regional trading constraints for Japan, Australia, and Canada prior to generating a compliant execution plan.

Can I automate tax-loss harvesting to continuously monitor my crypto portfolio?

You can automate tax-loss harvesting using monitor mode, which enables scheduled runs to continuously scan datasets and proactively recommend harvesting actions.

How do I validate substitute assets before executing a tax-loss harvesting trade?

To validate substitute assets before executing a trade, the optimization engine audits proposed assets by checking safety and liquidity using integrated market data tools.

What data do I need to start estimating tax savings from crypto losses?

To start estimating tax savings from crypto losses, provide your tax dataset and target jurisdiction to generate an actionable plan with potential savings calculations.

Are there limitations to automating tax-loss harvesting for crypto portfolios?

Limitations of automating tax-loss harvesting include dependency on input dataset accuracy and strict adherence to jurisdiction-specific wash-sale rules, which may restrict available substitute assets.