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Tax Loss Harvesting

Identify tax-loss harvesting opportunities, ensure wash-sale compliance, and optimize capital gains/losses.

Complexity: Complex | Duration: 15-30m | Category: Finance/Investment

Tags: tax-optimization capital-losses wash-sale tax-planning year-end

Workflow Diagram​

Steps​

Step 1: Position Analysis​

Agent: financial

analyst - Identify positions with unrealized losses

Step 2: Tax Lot Review​

Agent: tax

specialist - Analyze specific vs FIFO cost basis methods

Step 3: Wash Sale Check​

Agent: compliance

specialist - Review 30-day window for wash sale violations

Agent: research

agent - Find similar securities to maintain exposure

Step 5: Trade Planning​

Agent: financial

analyst - Create sell orders for losses, buy orders for alternatives

Step 6: Tax Impact Calculation​

Agent: tax

specialist - Project tax savings and carryforward losses

Step 7: Documentation​

Agent: documentation

writer - Create audit trail for tax reporting

Step 8: Execution Validation​

Agent: qa

specialist - Verify trades executed correctly

Step 9: Final Review​

Agent: code

reviewer - Human approval before trade execution

Usage​

To execute this workflow:

/workflow finance/investment/tax-loss-harvesting.workflow

See other workflows in this category for related automation patterns.