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
/tlhor 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.