Crypto Tax-Loss Harvesting
Identify and score tax-loss harvesting opportunities in crypto portfolios with wash sale compliance.
β οΈ
Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.
This skill identifies and scores tax-loss harvesting opportunities in crypto portfolios by tax benefit. It suggests replacement assets to maintain market exposure and checks wash sale rule compliance under current US crypto tax rules. Designed for crypto investors, tax professionals, and wealth managers. From the AGIPro Labs claude-trading-skills collection. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
Claude CodeCursorCodexGemini CLI
Use Cases
- βIdentify crypto tax-loss harvesting opportunities
- βScore harvesting opportunities by tax benefit
- βSuggest replacement assets to maintain exposure
- βCheck wash sale rule compliance for crypto
Trigger Phrases
βFind crypto tax loss harvesting opportunitiesββScore TLH opportunitiesββReplacement asset for harvested cryptoββCrypto wash sale complianceβ
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Requirements
- Claude Code or Cursor
- Python 3.9+ with uv
- Portfolio holdings with cost basis