tax-loss-harvest

tax-loss-harvest is a skill for Claude Code from oh-rid/claude-code-plugin-ib. It costs 60 tokens per session (1,360 once invoked), scanned A, original, MIT.

A tool guide for finding tax-loss harvesting opportunities in Interactive Brokers accounts. Tax-loss harvesting means selling investments that have fallen in value to realize losses that may help offset taxable gains.

In plain words
What is it for?
Use it to scan authenticated IB positions, identify qualifying losing stocks or ETFs, and compare them with year-to-date realized gains.
Why use it?
It organizes the account checks and filters needed to find possible candidates instead of reviewing every position manually.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: positional $N argument.

Part of the ib-portfolio-management plugin — 6 skills, 1 command, 1 agent, 2 hooks shipped together

Good fit Use it to scan authenticated IB positions, identify qualifying losing stocks or ETFs, and compare them with year-to-date realized gains.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/oh-rid/claude-code-plugin-ib/tax-loss-harvest
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 oh-rid/claude-code-plugin-ib --skill tax-loss-harvest
Clone the repo
git clone --depth 1 https://github.com/oh-rid/claude-code-plugin-ib

Made for: Claude Code.

Or install ib-portfolio-management, the plugin that ships this one along with the rest of its 6 skills, 1 command, 1 agent, 2 hooks.

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/oh-rid/claude-code-plugin-ib/tax-loss-harvest/github.svg)](https://agentmods.dev/skills/oh-rid/claude-code-plugin-ib/tax-loss-harvest)
Your own site
<a href="https://agentmods.dev/skills/oh-rid/claude-code-plugin-ib/tax-loss-harvest"><img src="https://agentmods.dev/badge/skills/oh-rid/claude-code-plugin-ib/tax-loss-harvest/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/oh-rid/claude-code-plugin-ib/tax-loss-harvest"><img src="https://agentmods.dev/badge/skills/oh-rid/claude-code-plugin-ib/tax-loss-harvest.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 60 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,360 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 1 finding. 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 $0.00060 $0.01360
Opus 5 $0.00030 $0.00680
Sonnet 5 $0.00012 $0.00272
Haiku 4.5 $0.00006 $0.00136

Measured 10d ago against content hash 32c66282fa3a, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

tax-loss-harvest scanned grade A with 1 finding 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 10d 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.

Makes network callslowCapability

Not a fault in itself. Listed so you know the mod talks to something, and to what.

curl -sk https://localhost:5000/v1/api/tickle
skills/tax-loss-harvest/SKILL.md · 150 lines

How it starts

The opening of the file, as written. The whole thing — 150 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tax-Loss Harvest — Solo Trader

Scan live IB positions for unrealized losses worth harvesting. Quick, actionable output.

Workflow

Step 0: Session check

curl -sk https://localhost:5000/v1/api/tickle

If not authenticated, stop and tell user to log in.

Step 1: Get account ID

curl -sk https://localhost:5000/v1/api/portfolio/accounts

Extract id from the first account. Store as $ACCT.

Step 2: Pull all positions with P&L

curl -sk "https://localhost:5000/v1/api/portfolio/$ACCT/positions/0"

Each position returns: ticker, conid, position, mktValue, avgCost, avgPrice, unrealizedPnl, realizedPnl, assetClass.

Step 3: Filter harvest candidates

From the positions response, select positions where:

  • unrealizedPnl < 0 (has a loss)
  • assetClass = STK or ETF (stocks and ETFs only, skip options/futures)
  • Loss > $100 (ignore dust)

Sort by largest absolute loss first.

Step 4: Get YTD realized gains

curl -sk "https://localhost:5000/v1/api/portfolio/$ACCT/summary"

Look for realized P&L fields. If not available in summary, note that the user should check their IB Activity Statement for YTD realized gains.

Step 5: Estimate tax context

Calculate:

  • Total harvestable losses = sum of all negative unrealizedPnl from candidates
  • Net gain offset = min(harvestable losses, YTD realized gains) if realized gains known
  • Ordinary income offset = min($3,000, remaining losses after gain offset)
  • Estimated tax savings = gains offset x estimated cap gains rate + ordinary income offset x marginal rate

Tax jurisdiction matters. This skill defaults to US-style assumptions (IRS § 1091 wash sale, long/short-term distinction at 1 year, federal brackets). If the user is in another jurisdiction (EU, UK, etc.) the rules are different — UK uses 30-day "bed-and-breakfast", Germany has FIFO and different holding periods, etc. Always confirm jurisdiction before producing a final estimate. If unclear, ask.

Read the full file on GitHub · 150 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. 10d ago First seen · 150 lines · 60 tokens per session scan A 32c66282fa3a

Subscribe to this mod's changes

tax-loss-harvest is a skill published in the GitHub repository oh-rid/claude-code-plugin-ib (5 stars, last pushed 3mo ago), licensed MIT. It adds 60 tokens to every session and 1,360 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 1 finding (makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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

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

twitter-reader

Read Twitter/X for financial research using opencli (read-only). Use this skill whenever the user wants to read their Twitter feed, search for financial tweets, view bookmarks, look up user profiles, or gather market sentiment from Twitter/X. Triggers include: "check my feed", "search Twitter for", "show my…

himself65/finance-skills · 161 tokens

chenhao-limit-up

A framework for judging Chinese A-share stocks that have reached the daily price-rise limit, using market mood, sector leadership, and trading momentum.

questflowai/investorskills · 44 tokens

trading-risk-gate

Unified pre-trade safety gate: Ruin check (Law #1), ergodicity audit, and win-rate dominance validation. Absorbs: ergodicity-check, law-of-ruin, win-rate-dominance.

winstonkoh87/Athena-Public · 53 tokens

furusato

A Japanese hometown-tax donation manager for furusato nozei, a system where donations to municipalities can qualify for an income-tax or local-tax deduction. It reads donation receipts, stores donation records, and calculates deduction limits.

kazukinagata/shinkoku · 102 tokens