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Tax-loss harvesting and wash-sale compliance v1.0.0

Use this resource to plan a tax-loss harvest

New

  • 332 downloads
  • 203 likes
  • 184 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install tax-loss-harvesting-workflow

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent selects loss positions, budgets realised gains, then proposes replacement securities that respect the wash-sale rule. It also tracks trades after execution. You get a harvest plan and an estimate of the tax saving.

Mostly picked by

Updated November 2, 2026

Card for the “Tax-loss harvesting and wash-sale compliance” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: candidates, gain budget and replacement security selection
  • SKILL.md: wash-sale compliance, execution and estimated tax savings

Good fit for

  • You want to offset gains before year-end
  • A loss position must be kept or sold

Not for

    Tags

    • tax-loss harvesting
    • tax
    • wash sale
    • portfolio
    • capital gains

    About

    You say

    “Which losses can I harvest before December 31 to offset $8,000 of gains?”

    Card for the “Tax-loss harvesting and wash-sale compliance” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to plan a tax-loss harvest
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md16.3 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/wealth-management/skills/tax-loss-harvesting
    Licence
    MIT

    Notice

    « tax-loss-harvesting » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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