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Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on \"tax-loss harvesting\", \"TLH\", \"harvest losses\", \"tax losses\", \"unrealized losses\", or \"year-end tax planning\".\n---\n\n# Tax-Loss Harvesting\n\n## Workflow\n\n### Step 1: Identify Candidates\n\nScan taxable accounts for positions with unrealized losses:\n\n| Security | Asset Class | Cost Basis | Current Value | Unrealized Loss | Holding Period | % Loss |\n|----------|-----------|-----------|---------------|-----------------|---------------|--------|\n| | | | | | ST \u002F LT | |\n\n**Prioritize by:**\n1. Largest absolute loss (biggest tax benefit)\n2. Short-term losses first (offset short-term gains taxed at ordinary income rates)\n3. Positions with the largest % loss (less likely to recover quickly)\n\n### Step 2: Gain\u002FLoss Budget\n\nCalculate the client's tax situation:\n\n| Category | Amount |\n|----------|--------|\n| Realized short-term gains YTD | |\n| Realized long-term gains YTD | |\n| Realized losses YTD | |\n| Net gain\u002F(loss) position | |\n| Carryforward losses from prior years | |\n| **Target harvesting amount** | |\n\n**Tax savings estimate:**\n- Short-term losses × marginal ordinary income rate\n- Long-term losses × capital gains rate\n- Up to $3,000 net loss deduction against ordinary income\n- Excess carries forward\n\n### Step 3: Replacement Securities\n\nFor each harvest candidate, suggest a replacement that:\n- Maintains similar market exposure (same asset class, sector, geography)\n- Is NOT \"substantially identical\" (wash sale rule)\n- Has similar risk\u002Freturn characteristics\n\n| Sell | Replace With | Reason | Tracking Error Risk |\n|------|-------------|--------|-------------------|\n| SPDR S&P 500 (SPY) | iShares Core S&P 500 (IVV) | Same index, different fund family | Minimal |\n| Vanguard Total Intl (VXUS) | iShares MSCI ACWI ex-US (ACWX) | Similar exposure, different index | Low |\n| Individual stock ABC | Sector ETF (XLK) | Broader exposure, no wash sale risk | Moderate |\n\n### Step 4: Wash Sale Check\n\nBefore executing, verify no wash sales:\n\n- Check ALL accounts in the household (taxable, IRA, Roth, spouse accounts)\n- 30-day lookback: Did we buy substantially identical securities in the last 30 days?\n- 30-day forward: Block repurchase of the same security for 30 days\n- Check for dividend reinvestment plans (DRIPs) that could trigger wash sales\n- Document the wash sale window for each trade\n\n| Security Sold | Wash Sale Window Start | Window End | DRIP Active? | Risk |\n|--------------|----------------------|-----------|-------------|------|\n| | | | | |\n\n### Step 5: Execution Plan\n\n| Trade # | Account | Action | Security | Shares | Est. 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step-down — harvesting resets cost basis, which means more gains later",{"type":42,"tag":162,"props":795,"children":796},{},[797],{"type":47,"value":798},"Year-end is prime harvesting season but opportunities exist throughout the year",{"type":42,"tag":162,"props":800,"children":801},{},[802],{"type":47,"value":803},"Mutual fund capital gains distributions in December can create additional harvesting urgency",{"type":42,"tag":162,"props":805,"children":806},{},[807],{"type":47,"value":808},"Document everything for tax reporting and compliance",{"type":42,"tag":162,"props":810,"children":811},{},[812],{"type":47,"value":813},"Not all losses are worth harvesting — transaction costs and tracking error have real costs",{"items":815,"total":1002},[816,837,851,863,882,895,916,936,950,965,973,986],{"slug":817,"name":817,"fn":818,"description":819,"org":820,"tags":821,"stars":834,"repoUrl":835,"updatedAt":836},"algorithmic-art","create algorithmic art with p5.js","Creating algorithmic art using p5.js with seeded randomness and interactive parameter exploration. Use this when users request creating art using code, generative art, algorithmic art, flow fields, or particle systems. Create original algorithmic art rather than copying existing artists' work to avoid copyright violations.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[822,825,828,831],{"name":823,"slug":824,"type":16},"Creative","creative",{"name":826,"slug":827,"type":16},"Design","design",{"name":829,"slug":830,"type":16},"Generative Art","generative-art",{"name":832,"slug":833,"type":16},"JavaScript","javascript",161831,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Fskills","2026-04-06T17:56:15.455818",{"slug":838,"name":838,"fn":839,"description":840,"org":841,"tags":842,"stars":834,"repoUrl":835,"updatedAt":850},"brand-guidelines","apply Anthropic brand colors and typography","Applies Anthropic's official brand colors and typography to any sort of artifact that may benefit from having Anthropic's look-and-feel. Use it when brand colors or style guidelines, visual formatting, or company design standards apply.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[843,846,847],{"name":844,"slug":845,"type":16},"Branding","branding",{"name":826,"slug":827,"type":16},{"name":848,"slug":849,"type":16},"Typography","typography","2026-04-06T17:56:05.042852",{"slug":852,"name":852,"fn":853,"description":854,"org":855,"tags":856,"stars":834,"repoUrl":835,"updatedAt":862},"canvas-design","create posters and visual art as PNG or PDF","Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[857,858,859],{"name":823,"slug":824,"type":16},{"name":826,"slug":827,"type":16},{"name":860,"slug":861,"type":16},"PDF","pdf","2026-04-06T17:56:03.794732",{"slug":864,"name":864,"fn":865,"description":866,"org":867,"tags":868,"stars":834,"repoUrl":835,"updatedAt":881},"claude-api","build apps with the Claude API","Reference for the Claude API \u002F Anthropic SDK — model ids, pricing, params, streaming, tool use, MCP, agents, caching, token counting, model migration.\nTRIGGER — read BEFORE opening the target file; don't skip because it \"looks like a one-liner\" — whenever: the prompt names Claude\u002FAnthropic in any form (Claude, Anthropic, Fable, Opus, Sonnet, Haiku, `anthropic`, `@anthropic-ai`, `claude-*`, `us.anthropic.*`, `[1m]`); the user asks about an LLM (pricing\u002Fmodel choice\u002Flimits\u002Fcaching) — never answer from memory; OR the task is LLM-shaped with provider unstated (agent\u002FMCP\u002Ftool-definition\u002Fmulti-agent\u002FRAG\u002FLLM-judge\u002Fcomputer-use; generate\u002Fsummarize\u002Fextract\u002Fclassify\u002Frewrite\u002Fconverse over NL; debugging refusals\u002Fcutoffs\u002Fstreaming\u002Ftool-calls\u002Ftokens).\nSKIP only when another provider is being worked on (overrides all triggers): OpenAI\u002FGPT\u002FGemini\u002FLlama\u002FMistral\u002FCohere\u002FOllama named in the query; OR `grep -rE 'openai|langchain_openai|google.generativeai|genai|mistralai|cohere|ollama'` over the project hits (run this grep FIRST if no provider named — don't Read the file).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[869,872,873,876,878],{"name":870,"slug":871,"type":16},"Agents","agents",{"name":9,"slug":8,"type":16},{"name":874,"slug":875,"type":16},"Anthropic SDK","anthropic-sdk",{"name":877,"slug":864,"type":16},"Claude API",{"name":879,"slug":880,"type":16},"LLM","llm","2026-07-28T05:36:08.213335",{"slug":883,"name":883,"fn":884,"description":885,"org":886,"tags":887,"stars":834,"repoUrl":835,"updatedAt":894},"doc-coauthoring","co-author documentation and technical specs","Guide users through a structured workflow for co-authoring documentation. Use when user wants to write documentation, proposals, technical specs, decision docs, or similar structured content. This workflow helps users efficiently transfer context, refine content through iteration, and verify the doc works for readers. Trigger when user mentions writing docs, creating proposals, drafting specs, or similar documentation tasks.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[888,891],{"name":889,"slug":890,"type":16},"Documentation","documentation",{"name":892,"slug":893,"type":16},"Technical Writing","technical-writing","2026-04-06T17:56:14.18897",{"slug":896,"name":896,"fn":897,"description":898,"org":899,"tags":900,"stars":834,"repoUrl":835,"updatedAt":915},"docx","create and edit Word documents","Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx or .dotx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[901,904,906,909,912],{"name":902,"slug":903,"type":16},"Documents","documents",{"name":905,"slug":896,"type":16},"DOCX",{"name":907,"slug":908,"type":16},"Office","office",{"name":910,"slug":911,"type":16},"Templates","templates",{"name":913,"slug":914,"type":16},"Word","word","2026-07-18T05:16:23.136271",{"slug":917,"name":917,"fn":918,"description":919,"org":920,"tags":921,"stars":834,"repoUrl":835,"updatedAt":935},"frontend-design","design production-grade frontend interfaces","Guidance for distinctive, intentional visual design when building new UI or reshaping an existing one. Helps with aesthetic direction, typography, and making choices that don't read as templated defaults.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[922,923,926,929,932],{"name":826,"slug":827,"type":16},{"name":924,"slug":925,"type":16},"Frontend","frontend",{"name":927,"slug":928,"type":16},"React","react",{"name":930,"slug":931,"type":16},"Tailwind CSS","tailwind-css",{"name":933,"slug":934,"type":16},"UI Components","ui-components","2026-04-06T17:56:16.723469",{"slug":937,"name":937,"fn":938,"description":939,"org":940,"tags":941,"stars":834,"repoUrl":835,"updatedAt":949},"internal-comms","write internal company communications","A set of resources to help me write all kinds of internal communications, using the formats that my company likes to use. Claude should use this skill whenever asked to write some sort of internal communications (status reports, leadership updates, 3P updates, company newsletters, FAQs, incident reports, project updates, etc.).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[942,945,946],{"name":943,"slug":944,"type":16},"Communications","communications",{"name":910,"slug":911,"type":16},{"name":947,"slug":948,"type":16},"Writing","writing","2026-04-06T17:56:20.695522",{"slug":951,"name":951,"fn":952,"description":953,"org":954,"tags":955,"stars":834,"repoUrl":835,"updatedAt":964},"mcp-builder","build MCP servers","Guide for creating high-quality MCP (Model Context Protocol) servers that enable LLMs to interact with external services through well-designed tools. Use when building MCP servers to integrate external APIs or services, whether in Python (FastMCP) or Node\u002FTypeScript (MCP SDK).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[956,957,960,961],{"name":870,"slug":871,"type":16},{"name":958,"slug":959,"type":16},"API Development","api-development",{"name":879,"slug":880,"type":16},{"name":962,"slug":963,"type":16},"MCP","mcp","2026-04-06T17:56:10.357665",{"slug":861,"name":861,"fn":966,"description":967,"org":968,"tags":969,"stars":834,"repoUrl":835,"updatedAt":972},"read edit and manipulate PDF files","Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text\u002Ftables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating new PDFs, filling PDF forms, encrypting\u002Fdecrypting PDFs, extracting images, and OCR on scanned PDFs to make them searchable. If the user mentions a .pdf file or asks to produce one, use this skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[970,971],{"name":902,"slug":903,"type":16},{"name":860,"slug":861,"type":16},"2026-04-06T17:56:02.483316",{"slug":974,"name":974,"fn":975,"description":976,"org":977,"tags":978,"stars":834,"repoUrl":835,"updatedAt":985},"pptx","create and edit PowerPoint presentations","Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx or .potx file (even if the extracted content will be used elsewhere, like in an email or summary); editing, modifying, or updating existing presentations; combining or splitting slide files; working with templates (.potx), layouts, speaker notes, or comments. Trigger whenever the user mentions \"deck,\" \"slides,\" \"presentation,\" or references a .pptx or .potx filename, regardless of what they plan to do with the content afterward. If a .pptx or .potx file needs to be opened, created, or touched, use this skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[979,982],{"name":980,"slug":981,"type":16},"PowerPoint","powerpoint",{"name":983,"slug":984,"type":16},"Presentations","presentations","2026-07-18T05:16:24.1471",{"slug":987,"name":987,"fn":988,"description":989,"org":990,"tags":991,"stars":834,"repoUrl":835,"updatedAt":1001},"skill-creator","create and optimize agent skills","Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize an existing skill, run evals to test a skill, benchmark skill performance with variance analysis, or optimize a skill's description for better triggering accuracy.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[992,993,994,997,1000],{"name":870,"slug":871,"type":16},{"name":889,"slug":890,"type":16},{"name":995,"slug":996,"type":16},"Evals","evals",{"name":998,"slug":999,"type":16},"Performance","performance",{"name":892,"slug":893,"type":16},"2026-04-19T06:45:40.804",490,{"items":1004,"total":1112},[1005,1022,1037,1056,1071,1086,1096],{"slug":1006,"name":1006,"fn":1007,"description":1008,"org":1009,"tags":1010,"stars":26,"repoUrl":27,"updatedAt":1021},"3-statement-model","fill out 3-statement financial models","Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS\u002FBS\u002FCF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1011,1014,1015,1018],{"name":1012,"slug":1013,"type":16},"Excel","excel",{"name":14,"slug":15,"type":16},{"name":1016,"slug":1017,"type":16},"Financial Modeling","financial-modeling",{"name":1019,"slug":1020,"type":16},"Financial Statements","financial-statements","2026-05-15T06:08:35.416766",{"slug":1023,"name":1023,"fn":1024,"description":1025,"org":1026,"tags":1027,"stars":26,"repoUrl":27,"updatedAt":1036},"accrual-schedule","build period-end accrual schedules","Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1028,1029,1030,1033],{"name":18,"slug":19,"type":16},{"name":14,"slug":15,"type":16},{"name":1031,"slug":1032,"type":16},"Journal Entry","journal-entry",{"name":1034,"slug":1035,"type":16},"Month-End Close","month-end-close","2026-05-06T05:38:41.445686",{"slug":1038,"name":1038,"fn":1039,"description":1040,"org":1041,"tags":1042,"stars":26,"repoUrl":27,"updatedAt":1055},"ai-readiness","identify AI opportunities in portfolio companies","Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on \"AI readiness\", \"AI opportunity scan\", \"where should we deploy AI\", \"AI across the portfolio\", \"AI quick wins\", or \"which portcos are ready for AI\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1043,1046,1049,1052],{"name":1044,"slug":1045,"type":16},"AI Infrastructure","ai-infrastructure",{"name":1047,"slug":1048,"type":16},"Operations","operations",{"name":1050,"slug":1051,"type":16},"Private Equity","private-equity",{"name":1053,"slug":1054,"type":16},"Strategy","strategy","2026-05-21T06:50:36.056814",{"slug":1057,"name":1057,"fn":1058,"description":1059,"org":1060,"tags":1061,"stars":26,"repoUrl":27,"updatedAt":1070},"audit-xls","audit spreadsheets for formula accuracy","Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on \"audit this sheet\", \"check my formulas\", \"find formula errors\", \"QA this spreadsheet\", \"sanity check this\", \"debug model\", \"model check\", \"model won't balance\", \"something's off in my model\", \"model review\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1062,1065,1066,1067],{"name":1063,"slug":1064,"type":16},"Audit","audit",{"name":1012,"slug":1013,"type":16},{"name":14,"slug":15,"type":16},{"name":1068,"slug":1069,"type":16},"Spreadsheets","spreadsheets","2026-05-15T06:07:23.536125",{"slug":1072,"name":1072,"fn":1073,"description":1074,"org":1075,"tags":1076,"stars":26,"repoUrl":27,"updatedAt":1085},"bond-futures-basis","analyze bond futures basis","Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1077,1080,1081,1084],{"name":1078,"slug":1079,"type":16},"Derivatives","derivatives",{"name":14,"slug":15,"type":16},{"name":1082,"slug":1083,"type":16},"Fixed Income","fixed-income",{"name":21,"slug":22,"type":16},"2026-05-15T06:08:13.647174",{"slug":1087,"name":1087,"fn":1088,"description":1089,"org":1090,"tags":1091,"stars":26,"repoUrl":27,"updatedAt":1095},"bond-relative-value","perform bond relative value analysis","Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness\u002Fcheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1092,1093,1094],{"name":14,"slug":15,"type":16},{"name":1082,"slug":1083,"type":16},{"name":21,"slug":22,"type":16},"2026-05-15T06:08:11.151011",{"slug":1097,"name":1097,"fn":1098,"description":1099,"org":1100,"tags":1101,"stars":26,"repoUrl":27,"updatedAt":1111},"break-trace","trace reconciliation breaks to source transactions","Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1102,1103,1104,1107,1108],{"name":18,"slug":19,"type":16},{"name":1063,"slug":1064,"type":16},{"name":1105,"slug":1106,"type":16},"Debugging","debugging",{"name":14,"slug":15,"type":16},{"name":1109,"slug":1110,"type":16},"Reconciliation","reconciliation","2026-05-06T05:37:42.364074",62]