fsi-wm-tax-loss-harvesting
Installation
SKILL.md
Tax-Loss Harvesting
Workflow
Step 1: Identify Candidates
Scan taxable accounts for positions with unrealized losses:
| Security | Asset Class | Cost Basis | Current Value | Unrealized Loss | Holding Period | % Loss |
|---|---|---|---|---|---|---|
| ST / LT |
Prioritize by:
- Largest absolute loss (biggest tax benefit)
- Short-term losses first (offset short-term gains taxed at ordinary income rates)
- Positions with the largest % loss (less likely to recover quickly)