SKILL.md
Load the tax-loss-harvesting skill to scan taxable accounts for harvestable losses, suggest replacement securities, and manage wash sale windows.
If a client or account is provided, use it. Otherwise ask for the portfolio to scan.
d-wwei/openclaw-financial-services · Archived
Identify tax-loss harvesting opportunities — usage: /tlh [client name or account]
npx skills add d-wwei/openclaw-financial-services --skill fsi-wm-cmd-tlh
This repository is archived — consider an actively maintained alternative.
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence fi…
3 installsIdentify tax-loss harvesting opportunities across taxable accounts. Finds positions with unreal…
2 installsCreates professional investment banking strip profiles (company profiles) for pitch books, deal…
2 installsGenerate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rou…
2 installsOther skills from d-wwei/openclaw-financial-services · top by installs.
npx skills add d-wwei/openclaw-financial-services
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
main
Files included with this skill beyond the listing page.
SKILL.md
397 B
SUMMARY.md
105 B
Load the tax-loss-harvesting skill to scan taxable accounts for harvestable losses, suggest replacement securities, and manage wash sale windows.
If a client or account is provided, use it. Otherwise ask for the portfolio to scan.