Plan portfolio tax savings without wash-sale traps.
What it does
Develops tax-loss harvesting plans with prioritized trades, replacement securities, wash-sale checks, and estimated tax savings.
When to use it
Use for identifying harvest candidates, budgeting gains and losses, selecting replacements, checking wash-sale compliance, or planning harvest execution.
How to use it
Give it a tax-loss harvesting question and the relevant portfolio and tax details; it returns a harvest analysis or actionable trade plan.
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