Agent skill

longbridge-tax-harvesting

Tax-loss harvesting via Longbridge — identify unrealised-loss positions in the account, evaluate tax benefit of realising losses, suggest substitute securities to maintain market exposure (avoiding wash-sale rules), and track the 30-day wash-sale window. Suited for year-end US tax planning. Triggers: "税损收割", "亏损锁定", "wash sale", "税务规划", "节税", "税务优化", "年末税务", "未实现亏损", "稅損收割", "虧損鎖定", "稅務規劃", "節稅", "年末稅務", "未實現虧損", "tax loss harvesting", "wash sale", "tax planning", "realized loss", "unrealized loss", "tax optimization", "year-end tax", "substitute securities".

majiayu000github.com/majiayu000GitHub ↗
claude-codeMIT
Install
npx skills add majiayu000/claude-skill-registry --skill longbridge-tax-harvesting --agent claude-code

Same command for any agent — swap --agent for codex, cursor, copilot.

Facts
Files in the skill folder: 2
SKILL.md size: 6 KB
Bundled scripts: none
Version: 1.0.0
Declared author: longbridge
Path: skills/analysis/longbridge-tax-harvesting/SKILL.md
Open the folder on GitHub →
Where it comes from
Stars: 534
Language: HTML

Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.

From the SKILL.md

# longbridge-tax-harvesting Prompt-only analysis skill. Scans account positions for unrealised losses, calculates the potential tax saving from harvesting each loss, flags wash-sale risk, and suggests economically-similar substitute securities. Applies to US-listed securities only (US tax rules). Read-only — does not place orders. > **Response language**: match the user's input language — Simplified Chinese / Traditional Chinese / English. ## When to use - *"帮我做税损收割分析"* / *"稅損收割分析"* / *"tax-loss harvesting analysis"* - *"哪些持仓可以锁定亏损来节税"* / *"哪些持倉可以節稅"* / *"which positions can I harvest for tax losses"* - *"wash sale 规则是什么"* / *"wash sale 規則"* / *"explain wash sale rule"* - *"年末税务规划"* / *"年末稅務規劃"* / *"year-end tax planning"* ## Important Notes - **US tax rules only**: wash-sale rule (IRS Section 1091) applies to US investors trading US-listed securities. Not applicable to HK, A-share, or other markets without equivalent rules. - **Requires Trade permission**: cost basis data requires `longbridge auth login` with Trade scope. - **Not tax advice**: always consult a qualified tax professional before executing. ## Workflow 1. Fetch all positions including cost basis (average cost). 2. Fe

What's inside
Steps it walks through
  1. When to use
  2. Important Notes
  3. Workflow
  4. CLI
  5. Calculations
  6. Substitute Securities
  7. Output template
  8. Error handling
  9. MCP fallback
  10. Related skills
  11. File layout
Ships with 1 file
  • metadata.json
Commands it runs
Positions with cost basis
longbridge positions --format json
Current prices (run concurrently for each symbol)
longbridge quote <SYMBOL> --format json
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About this skill
What does the longbridge-tax-harvesting skill do?

Tax-loss harvesting via Longbridge — identify unrealised-loss positions in the account, evaluate tax benefit of realising losses, suggest substitute securities to maintain market exposure (avoiding wash-sale rules), and track the 30-day wash-sale window. Suited for year-end US tax planning. Triggers: "税损收割", "亏损锁定", "wash sale", "税务规划", "节税", "税务优化", "年末税务", "未实现亏损", "稅損收割", "虧損鎖定", "稅務規劃", "節稅", "年末稅務", "未實現虧損", "tax loss harvesting", "wash sale", "tax planning", "realized loss", "unrealized loss", "tax optimization", "year-end tax", "substitute securities".

How do I install it?

Run `npx skills add majiayu000/claude-skill-registry --skill longbridge-tax-harvesting --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.

Where does this skill come from?

From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.

Is a popular skill a good skill?

Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.

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