tax-aware-rebalancing-planner
CommunityTax-aware rebalancing that minimizes taxes.
Finance & Accounting#planning#portfolio#tax#executive-summary#rebalancing#tax-loss-harvesting#wash-sale
Authoryuping322
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Plan rebalancing with tax constraints (realized gains, lot selection, wash-sale awareness) and an execution checklist to minimize tax impact.
Core Features & Use Cases
- Tax-aware optimization and lot-by-lot selection to reduce realized gains.
- Wash-sale awareness and tax-loss harvesting considerations integrated into rebalancing.
- End-to-end execution checklist and workflow for compliant, tax-efficient rebalance.
Quick Start
Provide your universe, constraints, and timing, then run the Tax-Aware Rebalancing Planner to generate an executable, tax-aware rebalancing checklist.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: tax-aware-rebalancing-planner Download link: https://github.com/yuping322/finskills/archive/main.zip#tax-aware-rebalancing-planner Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.