Calculate tax-optimal sell strategies
tax-optimizeskillsetup L1★2
ssurmic/claude-investment-skills ↗What it does
Set parameterized price alerts
Best for
Teams or operators requiring tax-optimize for skill-level automation.
Inputs
- · Portfolio data (tickers, qty, prices)
Outputs
- · Risk audit report with trim list and hedge recommendations
- · Fund-manager review with technicals and trim/hedge list
- · 11-step quality pipeline execution with approval gates
Preconditions
Live market data access (yfinance or broker API)
Failure modes
API rate limits or network connectivity loss
Trust signals
- · Example usage and code snippets documented
- · GitHub Actions or CI/CD integration