Tlh

Identify tax-loss harvesting opportunities

kind: command

public

Used by (1)

{
  "description": "Identify tax-loss harvesting opportunities",
  "argument-hint": "[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.

tree_hash: 69203eeb5caa88b8fb5a93a2959328a76764bed8675409a71309360a87f0b2d1

created_at: 2026-05-11T20:52:06.881748+00:00

file_count: 1

size_bytes: 341