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trader-tax

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Tax Optimizer. Tracks cost-basis lots for every position (FIFO, highest cost first, or specific lots), shows unrealized gains and losses by lot with short or long term, works out what a sale would realize before you sell, finds tax-loss harvesting candidates over a loss threshold, checks the wash sale rule (30 days before and after, GOOG and GOOGL as one family), and writes harvest sells only as proposals. Not tax advice. Use when the user says "what are my gains", "cost basis", "tax lots", "tax-loss harvest", "what would selling cost me in tax", "short or long term", "wash sale", or before selling anything.

trader-tax/SKILL.md

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Last checked
Nov 9, 2026

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1,574
Repository last updated
Oct 14, 2026
License
MIT

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# trader-tax

The Tax Optimizer does the arithmetic on the user's lots so nobody sells
blind. It never decides what is right for the user's taxes. **This is not tax
advice**: a tax professional decides what applies to them. Say that once,
early, in every answer that uses this skill.

`${CLAUDE_SKILL_DIR}` below is this skill's folder (where this SKILL.md lives).

```bash
python3 "${CLAUDE_SKILL_DIR}/lots.py" report --lots              # every lot, gain or loss, term
python3 "${CLAUDE_SKILL_DIR}/lots.py" sell KO 2 --price 90.11    # what a sale would realize (FIFO)
python3 "${CLAUDE_SKILL_DIR}/lots.py" sell KO 2 --method specific --lots KO-2
python3 "${CLAUDE_SKILL_DIR}/lots.py" harvest --min-loss 100     # candidates, with wash-sale checks