Tax Loss Harvesting
JoelLewis/finance_skills/plugins/wealth-management/skills/tax-loss-harvestingby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or ask how much tax they can save by harvesting.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| SKILL.md | 16.3 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/wealth-management/skills/tax-loss-harvestingat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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