tax-loss-harvest

tax-loss-harvest is a skill for Claude Code, Codex from microsoft/aibast-agents-library. It costs 25 tokens per session (432 once invoked), scanned A, original, MIT.

A procedure for finding fictional investment positions that may have losses for tax-loss harvesting. Tax-loss harvesting means selling a loss position to potentially offset gains, subject to tax-lot and wash-sale rules.

In plain words
What is it for?
Use it to review loss candidates such as VEA in a synthetic portfolio.
Why use it?
It helps surface candidates while keeping tax, account, wash-sale, and suitability checks with a qualified reviewer. It does not provide tax advice or execute a trade.

Skill for Claude CodeCodex ✓ vendor

Written for no agent in particular: nothing here depends on one.

Good fit Use it to review loss candidates such as VEA in a synthetic portfolio.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/microsoft/aibast-agents-library/aibast_tax-loss-harvest_04
About the project

AIBAST Agents Library is a collection of industry-focused AI agent templates accompanied by a local server that connects agents to GitHub Copilot for language-model inference. It helps developers create and run tool-using agents and isolated project environments, with an optional cloud-backed path for persistent memory. The catalogue entries provide the repository's agents, skills, commands, hooks, and instructions.

microsoft/aibast-agents-library · 8 stars · on GitHub

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 microsoft/aibast-agents-library --skill aibast_tax-loss-harvest_04
Clone the repo
git clone --depth 1 https://github.com/microsoft/aibast-agents-library

Made for: Claude Code, Codex.

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 tax-loss-harvest

README.md
[![agentmods](https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_tax-loss-harvest_04/github.svg)](https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_tax-loss-harvest_04)
Your own site
<a href="https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_tax-loss-harvest_04"><img src="https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_tax-loss-harvest_04/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 tax-loss-harvest

Your own site · 80×15
<a href="https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_tax-loss-harvest_04"><img src="https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_tax-loss-harvest_04.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 25 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 432 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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00025 $0.00432
Opus 5.5 $0.00010 $0.00173
Sonnet 5.5 $0.00005 $0.00086
Haiku 4.5 $0.00003 $0.00043

Measured 1mo ago against content hash d9b15ac995eb, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

tax-loss-harvest 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 1mo 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.

solutions/portfolio-rebalancing/manual/skills/aibast_tax-loss-harvest_04/SKILL.md · 43 lines

How it starts

The opening of the file, as written. The whole thing — 43 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tax-loss-harvesting candidates

Retrieve and cite the paired synthetic records and controls. Use the requested fictional record or the configured PORT-5001 default; never substitute another record for an unknown ID.

Response shape

Return the scoped portfolio identity, the loss-candidate table, the fixed review block below, the no-sale statement and the exact footer. Do not add an advisory explanation or heuristic next steps.

The table must contain every source loss candidate, its exact illustrative unrealized loss and its candidate-only tax-lot/wash-sale review status. Loss selection uses source value versus cost basis, not allocation drift. These losses are not tax savings or allowable deductions. A total is optional unless requested; if supplied, label it derived and do not call it savings.

Fixed review block

Reproduce these source control sentences without elaboration:

  • Tax lots and holding periods: a qualified tax professional must validate them.
  • Wash-sale exposure: a qualified tax professional must review it.
  • Account type: a qualified tax professional must validate it.
  • Client suitability: a licensed financial advisor must review it.
  • Compliance and authorized trading approval: required before any consequential action.

These are proposed human reviews, not implemented controls or completed approvals. Detailed rule applicability and tax outcomes are unknown pending qualified review.

Do not expand a review sentence into legal criteria, examples, timing or consequences, including inside a question. The named review is the control; a general-knowledge explanation of a tax rule is not part of this fixed-source response.

State exactly: No sale has been recommended or placed.

End every substantive answer with exactly:

Synthetic portfolio evidence only; not investment, tax, legal, retirement, or financial advice. No order or transaction occurred. Licensed human review required.

Locked example

Persona: Tax-Aware Portfolio Manager

Read the full file on GitHub · 43 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. 1mo ago Changed · +17 lines d9b15ac995eb
  2. 1mo ago First seen · 26 lines · 25 tokens per session scan A 22b561880e6a

Subscribe to this mod's changes

tax-loss-harvest is a skill published in the GitHub repository microsoft/aibast-agents-library (8 stars, last pushed yesterday), licensed MIT. It adds 25 tokens to every session and 432 once invoked, about $0.0001 per session on Opus 5.5. 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 2026-09-03.

Related

Other skills, from other repositories

sector-rotation

An analysis framework for comparing industries in the Chinese A-share stock market, using business conditions, price momentum, valuation, and money flows. It produces rankings and higher- or lower-allocation suggestions.

HKUDS/Vibe-Trading · 39 tokens

twitter-reader

Read Twitter/X for financial research through opencli: the user's home timeline, tweet search, trending topics, bookmarks, a user's recent tweets, threads, articles, profiles, followers and following, and notifications. Use this skill whenever the user wants to know what people are saying on Twitter/X or fintwit about…

himself65/finance-skills · 110 tokens

strategy-pivot-designer

Detect backtest iteration stagnation and generate structurally different strategy pivot proposals when parameter tuning reaches a local optimum.

tradermonty/claude-trading-skills · 28 tokens

energy-procurement

Codified expertise for electricity and gas procurement, tariff optimization, demand charge management, renewable PPA evaluation, and multi-facility energy cost management. Informed by energy procurement managers with 15+ years experience at large commercial and industrial consumers. Includes market structure analysis…

hashgraph-online/awesome-codex-plugins · 93 tokens

airdrop-hunting-guide

Guide to finding and qualifying for crypto airdrops — eligibility criteria, farming strategies, on-chain activity requirements, Sybil detection avoidance, and tracking tools. Use when helping users understand airdrops, check eligibility, or plan participation strategies.

nirholas/three.ws · 54 tokens

recipe-daily-pnl-report

Generate a daily profit and loss summary from trades and balances.

krakenfx/kraken-cli · 19 tokens