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Find tax-loss harvesting opportunities

The bot scans your brokerage holdings for losses you could sell before year end to offset gains.

Starting prompt (adapted)

With read-only access to my brokerage accounts, list positions now at a loss that I could sell before year end to offset gains, with the estimated loss on each. Flag wash-sale risks, including buys of the same or similar funds within 30 days or in my other accounts. Don't place any trades; explain the options and I'll decide with my tax preparer.

Written for this site from what the cases below did. It is a starting point, not a prompt anyone posted. Fill in the parts in brackets.

What you still do

  • Decide which positions to sell
  • Place any trades yourself
  • Report the losses at tax time

Where it tends to fail

  • Single text-only claim; no trades shown
  • Any saving lands at next year's filing
  • Wash-sale rules can cancel a harvested loss
  • Built around US tax rules

How well it's backed up

So far this is a single text-only claim at the finding stage: it is unclear whether any trades were made, and the tax effect only shows up at the next filing.

Text only: 1.

How we label cases

Cases

Not finished yet

1 case Show

The bot found something, sent a request, or is waiting on the provider. No outcome yet.