tax-loss-harvesting
Tax-Loss Harvesting
Identify, score, and plan tax-loss harvesting (TLH) opportunities across a crypto portfolio. This skill covers unrealized-loss ranking, net-benefit calculation, wash sale compliance, annual loss carryforward tracking, and year-end "use it or lose it" strategies.
Disclaimer: This skill provides informational analysis only. It is NOT tax advice. Tax rules vary by jurisdiction and change frequently. Consult a qualified tax professional before making any tax-related trading decisions.
How Tax-Loss Harvesting Works
Tax-loss harvesting is the practice of intentionally realizing investment losses to offset realized capital gains, thereby reducing your current-year tax liability.
Core Mechanism
- Identify positions with unrealized losses in your portfolio.
- Sell those positions to realize the loss.
- Offset realized gains with the harvested loss, reducing taxable income.
- Optionally re-enter a similar (but not "substantially identical") position to maintain market exposure.
Short-Term vs Long-Term
More from agiprolabs/claude-trading-skills
pandas-ta
Technical analysis with 130+ indicators using pandas-ta for crypto market data
107risk-management
Portfolio-level risk controls, drawdown management, exposure limits, and circuit breakers for crypto trading
76feature-engineering
Feature construction from market data for ML trading models including price, volume, on-chain, and microstructure features
76trading-visualization
Professional trading charts including candlesticks, equity curves, drawdowns, correlation heatmaps, and return distributions
76signal-classification
ML trading signal classifiers using XGBoost and LightGBM with walk-forward validation, SHAP feature importance, and threshold optimization
73market-microstructure
DEX orderflow analysis, trade classification, buyer/seller pressure, and microstructure signals for Solana tokens
73