tax-loss-harvesting

By AI4Finance-Foundation. Updated September 28, 2026. Categories: Finance & Investment.

Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".

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SKILL.md

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