Tax-Loss Harvesting
Identify tax-loss harvesting opportunities while managing wash sale rule compliance for after-tax returns.
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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 from Anthropic's official wealth management plugin identifies tax-loss harvesting opportunities, manages wash sale rule compliance, and optimizes after-tax portfolio returns. It generates TLH opportunity reports for wealth advisors and portfolio managers. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
ClaudeClaude Code
Use Cases
- ✓Identify tax-loss harvesting opportunities
- ✓Manage wash sale rules compliance
- ✓Optimize after-tax portfolio returns
- ✓Generate TLH opportunity reports for advisors
Trigger Phrases
“Find tax-loss harvesting opportunities”“/tlh”“Tax loss harvesting analysis”“Identify losses to harvest”
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 Claude Cowork
- Portfolio holdings with cost basis
- Current market prices and wash sale tracking