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.
Fsi Wm Cmd Tlh
Identify tax-loss harvesting opportunities — usage: /tlh [client name or account]
d-wwei
Updated Fsi Wm Cmd Tlh by d-wwei · 94aacf3
npx skillmds@latest add d-wwei/fsi-wm-cmd-tlh File contents
---name: fsi-wm-cmd-tlhdescription: Identify tax-loss harvesting opportunities — usage: /tlh [client name or account]---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.
d-wwei/openclaw-financial-services/tree/main/skills/fsi-wm-cmd-tlh commit 94aacf3c6a
Frequently asked questions
Run npx skillmds@latest add d-wwei/fsi-wm-cmd-tlh in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.
Identify tax-loss harvesting opportunities — usage: /tlh [client name or account] It is listed under Coding & Dev Tools on SkillMD.
This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.
This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.
Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.
d-wwei (@d-wwei) published this skill. Their other Agent Skills are listed on their SkillMD profile.