Fsi Command Tlh

Use when financial-services work requires identify tax-loss harvesting opportunities.

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FSI Command: /tlh

Overview

This is the Hermes profile equivalent of the original Cowork slash command /tlh from wealth-management. Invoke it explicitly with /skill fsi-command-tlh or ask in natural language for this workflow.

When to Use

  • Use when the user asks for /tlh or a tlh financial-services workflow.
  • Use when the user wants the command procedure rather than a free-form answer.

Command Procedure

Load the tax-loss-harvesting skill to scan taxable accounts for harvestable losses, suggest replacement securities, and manage wash sale windows.

If a client or account is provided, use it. Otherwise ask for the portfolio to scan.

Hermes Invocation

  • Explicit: /skill fsi-command-tlh
  • Natural language: “Use the tlh command workflow for ...”

Verification Checklist

  • The command intent, inputs, and output format are confirmed.
  • The output cites sources or clearly labels assumptions.
  • The final artifact is marked draft / for human review when appropriate.

changhochien/financial-services-hermes/tree/main/skills/financial-services/commands/fsi-command-tlh commit ee0358d1b8

Frequently asked questions

npx skillmds@latest add changhochien/fsi-command-tlh