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Identifies tax-loss-harvesting candidates and required review controls.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "tax-loss-harvest" skill from askskill: 1. Download https://raw.githubusercontent.com/microsoft/aibast-agents-library/main/solutions/portfolio-rebalancing/manual/skills/aibast_tax-loss-harvest_04/SKILL.md 2. Save it as ~/.claude/skills/aibast_tax-loss-harvest_04/SKILL.md 3. Reload skills and tell me it's ready
Using the provided synthetic portfolio snapshot, identify loss positions as tax-loss-harvesting candidates, and separate source evidence, calculated output, and next-step human reviews.
Returns a list of loss candidates and the required tax, wash-sale, and suitability review controls.
First confirm the exact fictional record or report scope I specified, then return only source-backed evidence for that scope without substituting another record.
Outputs evidence that strictly matches the specified scope, without mixing in other data.
A portfolio workflow needs to quickly surface loss positions as input to rebalancing discussions. This skill emphasizes required wash-sale, account, and suitability review controls.
When a user requests evidence for a specific fictional record or report scope, it returns only source-backed evidence for that scope and separates observed evidence, calculations, and next steps.
This document explains how the tax-loss-harvesting candidates skill should be used in a synthetic portfolio-rebalancing workflow: confirm the exact fictional record or report scope, then return source-backed evidence from the synthetic snapshot while separating observed facts, calculations, and next steps. It also requires explicit disclaimers that the result is not professional advice and that no approval, transaction, or external action occurred.
Surfaces loss positions while requiring tax-lot, wash-sale, account, and suitability review.
Persona: Tax-Aware Portfolio Manager
Prompt: Which positions are loss candidates, and what controls stop us from treating that as tax advice?
Expected synthetic evidence: VEA, wash-sale.
It is used in the Portfolio Rebalancing Agent synthetic pilot to identify tax-loss-harvesting candidates and show the related review controls. Outputs separate evidence, calculations, and next steps.
The excerpt only says to use the synthetic operating snapshot and to confirm the exact fictional record or report scope first. No installation steps are provided; see source repository.
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