china-tax-loss-harvesting

Purpose

Implement A股税务亏损抵扣 — systematic tax-loss harvesting for Chinese investment portfolios.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_quote(ticker)                     → Current prices for holdings
get_historical_data(ticker)           → Cost basis / purchase history

Secondary Sources

• Broker records — cost basis, trade history
• Tax filings — prior year losses
• 交易所 — tax treatment rules