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Tax-Loss Harvesting

Identify tax-loss harvesting opportunities and quantify tax benefits across taxable accounts.

Updated Jan 25, 2026
Search Tags:#portfolio-management#tax-planning#tax-loss-harvesting#wash-sale#tax-reporting#replacement-securities
One-click install
npx skills add https://github.com/xfs96192/claude-config --skill tax-loss-harvesting-xfs96192
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Tax-Loss Harvesting
Source: https://github.com/xfs96192/claude-config/tree/main/plugins/cache/financial-services-plugins/wealth-management/0.1.0/skills/tax-loss-harvesting
Command: npx skills add https://github.com/xfs96192/claude-config --skill tax-loss-harvesting-xfs96192

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Identify tax-loss harvesting opportunities across taxable accounts to optimize after-tax results while carefully managing wash-sale risk.

Core Features & Use Cases

  • Identify unrealized losses across positions and rank candidates by tax benefit and holding period.
  • Propose replacement securities to maintain exposure while avoiding wash-sale pitfalls.
  • Track wash-sale windows and compile an execution plan with post-harvest tracking for cost-basis updates.

Quick Start

Identify TLH opportunities in taxable accounts and generate a wash-sale aware replacement plan.

Frequently Asked Questions about Tax-Loss Harvesting

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

FAQPage Schema
How do I identify tax-loss harvesting opportunities across my taxable accounts?▼

Tax-loss harvesting identifies unrealized losses across taxable positions, ranking candidates by tax benefit and holding period while prioritizing large losses and short-term loss offsets to optimize after-tax results.

How does wash-sale tracking work when replacing securities for tax-loss harvesting?▼

Wash-sale tracking monitors replacement securities to maintain market exposure while avoiding wash-sale pitfalls, compiling an execution plan with post-harvest tracking to ensure cost-basis updates comply with holding period rules.

What is the best way to plan year-end tax-loss harvesting for my portfolio?▼

Year-end tax-loss harvesting filters client portfolios for unrealized losses and varying holding periods, proposing replacement securities to maximize potential tax benefits while managing wash-sale risk throughout the process.

Can I maintain market exposure while harvesting tax losses without triggering a wash sale?▼

Yes, tax-loss harvesting proposes replacement securities that maintain your market exposure while actively tracking wash-sale windows to prevent disallowed losses and ensure compliance.

How do I quantify the potential tax benefits of harvesting losses in my portfolio?▼

Tax-loss harvesting quantifies potential tax benefits by analyzing cost-basis considerations and prioritizing short-term loss offsets, ranking candidates to maximize your after-tax gains.

What are the limitations of automated tax-loss harvesting regarding short-term and long-term holding periods?▼

Tax-loss harvesting must account for varying holding periods to differentiate short-term and long-term tax treatments, limiting immediate harvesting if positions do not meet required duration criteria.

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