What is china-tax-annual?

A command for preparing an annual review of overseas-investment tax evidence and an informational calculation for a China tax-resident individual using Interactive Brokers Flex data. It is not final tax-filing advice.

Use it to review dividends, withholding, exchange-rate evidence, and—when specifically requested—realized-gain evidence for a chosen tax year.

It organizes records for the selected tax year, separates out-of-year evidence, and documents assumptions and foreign-tax details that are easy to mix up.

china-tax-annual — Command for Claude Code by Esonhugh

Install

Getting it into your agent

This one installs as part of its plugin. Adding the marketplace and installing the plugin brings it with everything else the plugin ships.

Claude Code

/plugin marketplace add Esonhugh/ibkr-trade-analyzer

Claude Code

/plugin install ibkr-trade-analyzer

Made for: Claude Code.

Or install ibkr-trade-analyzer, the plugin that ships this one along with the rest of its 2 skills, 7 commands, 1 MCP server.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/commands/esonhugh/ibkr-trade-analyzer/china-tax-annual/github.svg)](https://agentmods.dev/commands/esonhugh/ibkr-trade-analyzer/china-tax-annual)

Your own site

<a href="https://agentmods.dev/commands/esonhugh/ibkr-trade-analyzer/china-tax-annual"><img src="https://agentmods.dev/badge/commands/esonhugh/ibkr-trade-analyzer/china-tax-annual/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/commands/esonhugh/ibkr-trade-analyzer/china-tax-annual"><img src="https://agentmods.dev/badge/commands/esonhugh/ibkr-trade-analyzer/china-tax-annual.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 18 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 858 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00018	$0.00858
Opus 5	$0.00009	$0.00429
Sonnet 5	$0.00004	$0.00172
Haiku 4.5	$0.00002	$0.00086

Measured 12d ago against content hash fa7934059913, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

china-tax-annual scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

commands/china-tax-annual.md · 57 lines

How it starts

The opening of the file, as written. The whole thing — 57 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Use the china-tax skill as the primary official-source evidence and calculation workflow reference.

Generate a China resident annual overseas investment tax evidence review and informational calculation. This is not final filing advice.

Workflow

Consult skills/china-tax/references/official-tax-rules-and-implementation-plan.md for official-source rules, treaty references, foreign tax credit method, RMB conversion caveats, and guardrails.
Determine the tax year from $ARGUMENTS; if absent, ask one clarifying question.
Confirm or state the user-provided assumption that the calculation is for a China tax resident individual; do not determine residency independently.
Ensure IBKR data is loaded:
- If the user provided a local file path, call ibkr_fetch_data(mode="file", source="<path>").
- Otherwise call ibkr_fetch_data(mode="flex").
Filter and reconcile evidence to the selected tax year; mark out-of-year records separately.
Call ibkr_china_tax_annual_calc(tax_year=<year>) for the Phase 1 IBKR Flex dividend/withholding estimate using IBKR FX evidence.
If the user explicitly requests STK realized-gain evidence, call ibkr_china_tax_annual_calc(tax_year=<year>, include_realized_pnl=True, realized_pnl_asset_types=["STK"], china_iit_property_transfer_rate=<rate or 0.20>) and keep realized-gain results separate from dividend/withholding estimates.
Call ibkr_cost_analysis only when extra fee, interest, or dividend reconciliation detail is needed.
Call ibkr_pnl_summary only when broader realized P&L context is useful beyond the opt-in STK evidence table.
If official 1042-S reconciliation is needed, mark it as a manual review item outside the Phase 1 automated calculator. Do not invent RMB rates.
Produce Markdown using the china-tax output templates:

Evidence Summary
China IIT Estimate
Treaty Withholding Sanity Check
Missing Inputs / Review Required
Filing Support Checklist

Script Usage

Read the full file on GitHub · 57 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

12d ago First seen · 57 lines · 18 tokens per session scan A fa7934059913

Subscribe to this mod's changes

china-tax-annual is a command published in the GitHub repository Esonhugh/ibkr-trade-analyzer (18 stars, last pushed 3mo ago), licensed MIT. It adds 18 tokens to every session and 858 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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