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tax-loss-harvesting

skilltested · static-verifiedscore 44/100signed passport ✓914 uses

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 loss

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tax-loss-harvesting

skill:anthropics/financial-services/tax-loss-harvesting · published by anthropics · source repository