# Tax Lot Optimization

> Parses lot ledger dates, computes unrealized holding gains, harvests short/long term losses, and synthesizes lot trades.

- Skill: `knuckles-team/tax-lot-optimization` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add knuckles-team/tax-lot-optimization`
- Raw SKILL.md: https://api.skillmd.com/api/skills/knuckles-team/tax-lot-optimization/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: Knuckles-Team (https://skillmd.com/u/knuckles-team)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/knuckles-team/tax-lot-optimization

---


# Tax Lot Optimization Workflow

**CONCEPT:EE-011**

Parses lot ledger dates, computes unrealized holding gains, harvests short/long term losses, and synthesizes lot trades.

## Steps

### Step 1: Lot Ledger Parser
**Agent**: `data-fetcher`
**Tools**: `graph_query, sx_search`

Standardizes transaction acquisition date records and cost basis parameters.
Expected: `tax-lot-inventories`

### Step 2: Unrealized Gain Calculator [depends_on: lot-ledger-parser]
**Agent**: `compute-engine`
**Tools**: `graph_analyze`

Measures unrealized short-term and long-term gains and losses.
Expected: `unrealized-capital-gains`

### Step 3: Harvest Candidate Selector [depends_on: unrealized-gain-calculator]
**Agent**: `risk-assessor`
**Tools**: `graph_query, graph_analyze`

Identifies tax-loss harvesting candidates using MinTax/FIFO policies.
Expected: `harvest-lot-candidates`

### Step 4: Order Proposal Synthesis [depends_on: harvest-candidate-selector]
**Agent**: `report-generator`
**Tools**: `graph_write, document_tools`

Synthesizes optimized lot execution recommendations.
Expected: `tax-optimized-order-proposals`

### Step 5: KG Persistence [depends_on: order-proposal-synthesis]
**Agent**: `report-generator`
**Tools**: `graph_write`

Persist workflow results as nodes and edges in the Knowledge Graph.
Create appropriate typed nodes with metadata and link to existing domain entities.

## Output
- Tax Lot Optimization results persisted in KG
- Structured report (MD/PDF)
- Audit trail with timestamps and agent attributions

## Execution

Run this workflow as a dependency-ordered DAG. Steps with no unmet `depends_on` run in parallel; dependents run after their prerequisites complete.

- **Run first (in parallel):** Step 1 — Lot Ledger Parser
- **After level 0:** Step 2 — Unrealized Gain Calculator
- **After level 1:** Step 3 — Harvest Candidate Selector
- **After level 2:** Step 4 — Order Proposal Synthesis
- **After level 3:** Step 5 — KG Persistence

**Execution:** If graph-os is reachable, offload the whole DAG via `graph_orchestrate action=execute_workflow` (or the `kg-delegate` skill) for true parallel/swarm execution. Otherwise execute the steps natively in dependency order: run steps with no unmet `depends_on` in parallel, then their dependents.