tax-loss-harvesting

MEDIUM W009: Direct money access capability detected (payment gateways, crypto, banking).

• Direct money access detected (high risk: 1.00). The skill is explicitly and specifically designed for tax-loss harvesting, including generation of actionable trade lists and execution planning that specifies buy/sell actions (security, account, action (sell/buy), shares, lot IDs, replacement security, wash-sale windows). It repeatedly instructs selling securities and purchasing replacements (worked examples show "Sell XYZ Corp" and "buy Sector ETF") and coordinates trades across accounts. Although it doesn't name a particular broker API, its primary, explicit purpose is to identify and drive market orders (buying/selling assets) as part of the TLH workflow. That constitutes direct financial execution capability (market orders).