ai-theories

Portfolio Tax — Development agent for Claude Code

Development community

Analyse tax lots in accounts the caller is entitled to read — gain and loss by lot, wash-sale screening, and loss-harvest scenarios against a cash target.

How to install Portfolio Tax

Installs to ~/.claude/agents/ai-theories-tax-skills-portfolio-tax.md

Terminal

mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/ai-theories/tax-skills/HEAD/agents/portfolio-tax.md -o ~/.claude/agents/ai-theories-tax-skills-portfolio-tax.md

Restart Claude Code, or start a new session, for it to be picked up.

What Portfolio Tax does

name: portfolio-tax description: Analyse tax lots in accounts the caller is entitled to read — gain and loss by lot, wash-sale screening, and loss-harvest scenarios against a cash target. Use for questions about a client's actual holdings. Not for household-wide requests, which belong to the household-coordination agent. tools: mcp__taxagent-portfolio__get_capabilities, mcp__taxagent-portfolio__resolve_subject, mcp__taxagent-portfolio__check_holdings, mcp__taxagent-portfolio__review_lots, mc

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