◆ Output
What it produces
Tax-loss harvesting plan with loss positions, suggested replacements, estimated tax savings, and wash sale calendar
◆ Audience
Best for
Year-end planningvolatile market periodshigh-gain-year offset strategies
◆ Example prompts
Use it like this
After uploading this skill to Claude, type in the chat:
›/tax-loss-harvesting Find TLH opportunities in attached portfolio
›/tax-loss-harvesting Year-end tax losses — client has $2.1M in gains to offset
›/tax-loss-harvesting Harvest losses and suggest replacements, avoid wash sales
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◆ Installation
How to use this skill
1
Download the skill ZIP
Go to the Tax-Loss Harvesting folder on GitHub, download it as a ZIP file. Or download the full Wealth Management vertical to get all 6 skills at once.
2
Upload to Claude
Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.
3
Type /tax-loss-harvesting in Claude
Open Claude, type /tax-loss-harvesting, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.
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◆ Related
More skills in Wealth Management