china-tax-loss-harvesting

china-tax-loss-harvesting is a skill for Claude Code from jwangkun/claude-for-financial-services-cn. It costs 89 tokens per session (1,610 once invoked), scanned A, original, Apache-2.0.

A workflow for identifying unrealized losses in Chinese A-share portfolios and considering tax-loss harvesting. Tax-loss harvesting means selling an investment at a loss to help offset taxable gains, where the tax rules allow it.

In plain words
What is it for?
Use it to screen portfolio holdings for losses, review stock and fund tax treatment, and prepare a harvesting analysis from broker records, trade history, and prior tax information. Tax rules and eligibility should be confirmed before trading.
Why use it?
It organizes cost basis, current value, loss size, holding period, and relevant Chinese tax treatment in one review. This helps distinguish potentially useful losses from positions that do not meet the chosen screening criteria.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the china-earnings-reviewer plugin — 31 skills, 1 agent shipped together

Good fit Use it to screen portfolio holdings for losses, review stock and fund tax treatment, and prepare a harvesting analysis from broker records, trade history, and prior tax information. Tax rules and eligibility should be confirmed before trading.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jwangkun/claude-for-financial-services-cn/china-tax-loss-harvesting
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add jwangkun/claude-for-financial-services-cn --skill china-tax-loss-harvesting
Clone the repo
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn

Made for: Claude Code.

Or install china-earnings-reviewer, the plugin that ships this one along with the rest of its 31 skills, 1 agent.

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.

agentmods badge for china-tax-loss-harvesting

README.md
[![agentmods](https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-tax-loss-harvesting/github.svg)](https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-tax-loss-harvesting)
Your own site
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-tax-loss-harvesting"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-tax-loss-harvesting/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.

agentmods 80×15 button for china-tax-loss-harvesting

Your own site · 80×15
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-tax-loss-harvesting"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-tax-loss-harvesting.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 89 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,610 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00089 $0.01610
Opus 5 $0.00044 $0.00805
Sonnet 5 $0.00018 $0.00322
Haiku 4.5 $0.00009 $0.00161

Measured 12d ago against content hash 2d95f00733bf, 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-loss-harvesting 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.

agent-plugins/china-earnings-reviewer/skills/china-tax-loss-harvesting/SKILL.md · 201 lines

How it starts

The opening of the file, as written. The whole thing — 201 lines — stays where its author put it; the contents beside it link to each section on GitHub.

china-tax-loss-harvesting

Purpose

Implement A股税务亏损抵扣 — systematic tax-loss harvesting for Chinese investment portfolios.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_quote(ticker)                     → Current prices for holdings
get_historical_data(ticker)           → Cost basis / purchase history

Secondary Sources

  • Broker records — cost basis, trade history
  • Tax filings — prior year losses
  • 交易所 — tax treatment rules

Workflow

Step 1: Identify Tax-Loss Positions

Loss identification:

Position Ticker Cost Basis Current Value Unrealized Loss Loss %
¥XX ¥XX ¥XX X%

Loss screening criteria:

  • Unrealized loss > 10% of cost basis
  • Loss amount significant relative to portfolio
  • Holding period appropriate for tax treatment

Step 2: Understand A-share Tax Rules

China tax treatment for securities:

Item Tax Rate Notes
证券买卖价差 暂免 (temporarily exempt) Capital gains on stocks
股息红利 20% (持股>1年减半至10%, >1年免征) Dividend tax
基金分红 暂免 (some funds) Fund distributions
买卖印花税 0.05% (seller only) Stamp duty
证券交易佣金 0.02-0.03% Commission

Current status of capital gains tax:

  • Individuals: Capital gains on stocks are currently temporarily exempt (暂免征收)
  • However, losses can be used to offset gains within the same year
  • Loss carryforward rules may apply

Step 3: Calculate Tax Benefit

Tax benefit calculation:

Scenario Gain Loss Taxable Gain Tax Saved
Without TLH ¥XX ¥XX
With TLH ¥XX ¥XX ¥XX ¥XX
Benefit ¥XX

Note: In the current A-share environment where capital gains are largely exempt, tax-loss harvesting benefits may be limited. However:

  • Harvesting losses can be valuable if tax rules change
  • Offsetting gains within the same year
  • Potential future tax benefit if capital gains tax is introduced

Read the full file on GitHub · 201 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.

  1. 12d ago First seen · 201 lines · 89 tokens per session scan A 2d95f00733bf

Subscribe to this mod's changes

china-tax-loss-harvesting is a skill published in the GitHub repository jwangkun/claude-for-financial-services-cn (744 stars, last pushed 3mo ago), licensed Apache-2.0. It adds 89 tokens to every session and 1,610 once invoked, about $0.0004 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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