tax-optimize

tax-optimize is a skill for Claude Code from ssurmic/claude-investment-skills. It costs 141 tokens per session (3,115 once invoked), scanned A, original, no licence file.

A tax-planning skill for deciding how to reduce an investment position while comparing the related tax effects. It compares selling now, waiting for long-term capital-gains treatment, and using put options, which can provide downside protection without selling the shares.

In plain words
What is it for?
Use it to compare short- and long-term capital-gains outcomes, choose lots using FIFO, HIFO, or specific-lot identification, and look for tax-loss harvesting. It asks for shares, purchase dates, income bracket, and state.
Why use it?
It helps compare timing, trading, and tax choices instead of treating every sale as the same. It also identifies which shares to sell and possible tax-loss harvesting opportunities.

Skill for Claude Code

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

Part of the claude-investment-skills plugin — 26 skills shipped together

Good fit Use it to compare short- and long-term capital-gains outcomes, choose lots using FIFO, HIFO, or specific-lot identification, and look for tax-loss harvesting. It asks for shares, purchase dates, income bracket, and state.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/ssurmic/claude-investment-skills/tax-optimize
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 ssurmic/claude-investment-skills --skill tax-optimize
Clone the repo
git clone --depth 1 https://github.com/ssurmic/claude-investment-skills

Made for: Claude Code.

Or install claude-investment-skills, the plugin that ships this one along with the rest of its 26 skills.

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-optimize

README.md
[![agentmods](https://agentmods.dev/badge/skills/ssurmic/claude-investment-skills/tax-optimize/github.svg)](https://agentmods.dev/skills/ssurmic/claude-investment-skills/tax-optimize)
Your own site
<a href="https://agentmods.dev/skills/ssurmic/claude-investment-skills/tax-optimize"><img src="https://agentmods.dev/badge/skills/ssurmic/claude-investment-skills/tax-optimize/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-optimize

Your own site · 80×15
<a href="https://agentmods.dev/skills/ssurmic/claude-investment-skills/tax-optimize"><img src="https://agentmods.dev/badge/skills/ssurmic/claude-investment-skills/tax-optimize.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 141 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,115 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 unknown 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 $0.00141 $0.03115
Opus 5 $0.00071 $0.01558
Sonnet 5 $0.00028 $0.00623
Haiku 4.5 $0.00014 $0.00312

Measured 12d ago against content hash a4ee61d4bb24, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

tax-optimize 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.

tax-optimize/SKILL.md · 251 lines

The source is not reproduced here

A licence we could not identify

The repository carries a LICENSE file, but it is custom or dual enough that GitHub cannot name it and neither can this catalogue. Unknown terms are not permission, so the body is not copied here. Read the licence at the source and decide for yourself.

Read it on GitHub

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 · 251 lines · 141 tokens per session scan A a4ee61d4bb24

Subscribe to this mod's changes

tax-optimize is a skill published in the GitHub repository ssurmic/claude-investment-skills (1 stars, last pushed 2mo ago), with no licence file. It adds 141 tokens to every session and 3,115 once invoked, about $0.0007 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 2026-08-31.

Related

Other skills, from other repositories

agb-bei-kreditvertraegen-verbraucherdarlehen

Für AGB bei Kreditverträgen Verbraucherdarlehen: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

Klotzkette/claude-fuer-deutsches-recht · 49 tokens

agb-in-kapitalanlagen-effektenhandel

Für AGB in Kapitalanlagen Effektenhandel: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

Klotzkette/claude-fuer-deutsches-recht · 41 tokens

mahngebuehren-und-zinsanpassung-agb

Für Mahngebühren und Zinsanpassung AGB: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Berechnungstabelle mit Annahmen und Kontrollfragen.

Klotzkette/claude-fuer-deutsches-recht · 53 tokens

cost-optimization

Audit and reduce infrastructure and tooling costs without sacrificing reliability or velocity. Use this skill when reviewing monthly cloud or SaaS spend, finding unused resources, rightsizing infrastructure, negotiating vendor contracts, deciding what to consolidate, or planning for budget cuts. Triggers on cost…

rampstackco/claude-skills · 101 tokens

amazon-returns-recovery

Suede-affiliated Amazon money-recovery audit for restocking fees, short or denied refunds, and Amazon-billed subscriptions. Use when the user mentions a restocking fee, a short or denied Amazon refund, or a forgotten Prime Video Channel, Audible, Kindle Unlimited, or Prime charge, or asks whether Amazon still owes or…

JasonColapietro/suede-creator-skills · 138 tokens

subscription-recovery

Suede-owned recovery discipline for recurring charges billed outside Amazon: App Store, Google Play, PayPal, direct-bill streaming, gyms, news, and SaaS. Use when the user wants to find, audit, cancel, or dispute a subscription they may have forgotten, is being charged for twice, or no longer uses. Every cancellation…

JasonColapietro/suede-creator-skills · 150 tokens