Cybersecurity

Tax Loss Harvesting

Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or ask how much tax they can save by harvesting.

Publisher / source

JoelLewis/finance_skills (found on skills.sh)

Upstream record

JoelLewis/finance_skills

Version

Version 3

Published

2026-11-02

Publication review

Approved for publication · recorded passed scan 2026-11-02

Content fingerprint

921e762d6800b1dcf1e0424770a2dcb9353fc83e841bcf78ab8e418981e91bd5