trader-tax

The Tax Optimizer does the arithmetic on the user's lots so nobody sells blind. It never decides what is right for the user's taxes. This is not tax advice: a tax professional decides what applies to them. Say that once, early, in every answer that uses this skill.

${CLAUDE_SKILL_DIR} below is this skill's folder (where this SKILL.md lives).

python3 "${CLAUDE_SKILL_DIR}/lots.py" report --lots              # every lot, gain or loss, term
python3 "${CLAUDE_SKILL_DIR}/lots.py" sell KO 2 --price 90.11    # what a sale would realize (FIFO)
python3 "${CLAUDE_SKILL_DIR}/lots.py" sell KO 2 --method specific --lots KO-2
python3 "${CLAUDE_SKILL_DIR}/lots.py" harvest --min-loss 100     # candidates, with wash-sale checks
python3 "${CLAUDE_SKILL_DIR}/lots.py" harvest --min-loss 100 --write
python3 "${CLAUDE_SKILL_DIR}/lots.py" wash KO                    # is buying KO today a wash sale?

What it reads and writes