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Found 6 Skills
Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or ask how much tax they can save by harvesting.
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
Tax-aware investing: asset location, tax-loss harvesting, gain/loss management, tax-efficient withdrawal sequencing.
Tax-loss harvesting via Longbridge — identify unrealised-loss positions in the account, evaluate tax benefit of realising losses, suggest substitute securities to maintain market exposure (avoiding wash-sale rules), and track the 30-day wash-sale window. Suited for year-end US tax planning. Triggers: "税损收割", "亏损锁定", "wash sale", "税务规划", "节税", "税务优化", "年末税务", "未实现亏损", "稅損收割", "虧損鎖定", "稅務規劃", "節稅", "年末稅務", "未實現虧損", "tax loss harvesting", "wash sale", "tax planning", "realized loss", "unrealized loss", "tax optimization", "year-end tax", "substitute securities".
Maintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the user asks about when to rebalance, rebalancing bands, transaction cost trade-offs, tax-efficient rebalancing, or the rebalancing premium. Also trigger when users mention 'my portfolio drifted', 'how often should I rebalance', 'rebalancing across taxable and IRA accounts', 'volatility harvesting', 'buy low sell high automatically', or ask whether to use cash flows to rebalance.