tax-lens

tax-lens is a skill for Claude Code from yennanliu/InvestSkill. It costs 91 tokens per session (7,195 once invoked), scanned A, original, MIT.

A US-focused tax analysis workflow for investment positions and portfolios. It explains topics such as holding periods, wash sales, dividend rules, tax-loss harvesting, cost-basis lot selection, and account placement, with a separate non-US module for certain withholding forms and treaties.

In plain words
What is it for?
Use it to compare short- and long-term treatment, check wash-sale windows, review lots, find tax-loss-harvesting pairs, estimate tax drag, and examine dividend withholding.
Why use it?
It organizes tax rules that can affect what an investment earns after tax. It also makes clear that the result depends on personal facts and is educational information rather than tax advice.

Skill for Claude Code

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

Part of the us-stock-analysis plugin — 34 skills shipped together

Good fit Use it to compare short- and long-term treatment, check wash-sale windows, review lots, find tax-loss-harvesting pairs, estimate tax drag, and examine dividend withholding.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yennanliu/investskill/tax-lens
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 yennanliu/InvestSkill --skill tax-lens
Clone the repo
git clone --depth 1 https://github.com/yennanliu/InvestSkill

Made for: Claude Code.

Or install us-stock-analysis, the plugin that ships this one along with the rest of its 34 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-lens

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/yennanliu/investskill/tax-lens"><img src="https://agentmods.dev/badge/skills/yennanliu/investskill/tax-lens.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 91 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 7,195 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 $0.00091 $0.07195
Opus 5.5 $0.00036 $0.02878
Sonnet 5.5 $0.00018 $0.01439
Haiku 4.5 $0.00009 $0.00720

Measured 5d ago against content hash e287e8e52bfd, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

tax-lens 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 5d 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.

plugins/us-stock-analysis/skills/tax-lens/SKILL.md · 352 lines

How it starts

The opening of the file, as written. The whole thing — 352 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tax Lens — What You Actually Keep

⚠️ This is not tax advice. Tax law changes, thresholds are indexed, and the right answer depends on facts this skill cannot see (filing status, state, residency, other income, treaty position). Every output of this skill must open and close with: "Educational illustration of how the rules generally work — confirm with a qualified tax professional before acting." If the user asks for a filing position, a specific dollar liability to rely on, or anything about a jurisdiction outside the US mechanics described here, say so and stop.

⚠️ Data Verification — Do This Before Any Analysis

Before running any analysis, always retrieve the latest market data for the ticker:

  1. Fetch current price — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data.
  2. Confirm key figures — for this skill: each lot's acquisition date, cost basis, and share count; the ex-dividend dates involved; the current tax-year brackets and thresholds (long-term capital-gains brackets, the net investment income tax threshold, the annual capital-loss limit, the non-resident estate-tax exemption). Thresholds are indexed or legislated — state the tax year you are using and ask the user to confirm.
  3. State your data source — fill in the Data & Sources header (next section) so the origin, as-of date, retrieval path, and confidence of every figure are explicit at the top of the output.
  4. Flag stale data explicitly — if live data is unavailable, display this warning before proceeding:

⚠️ Live data unavailable. The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions.

Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote.


📋 Data & Sources Header — Open Every Output With It

Immediately after the not-tax-advice banner (which is always line one), the output carries this provenance block, filled in — never left as placeholders. It is the standard documented on the Data & Accuracy page and the first thing result-validator looks for:

Read the full file on GitHub · 352 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. 5d ago Changed · +1 lines e287e8e52bfd
  2. 22d ago First seen · 351 lines · 91 tokens per session scan A 324edf0c5e76

Subscribe to this mod's changes

tax-lens is a skill published in the GitHub repository yennanliu/InvestSkill (248 stars, last pushed today), licensed MIT. It adds 91 tokens to every session and 7,195 once invoked, about $0.0004 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 2026-09-25.

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