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💬 Prompt Advanced ⏱ 10 min

Tax-Loss Harvesting Scanner

Identify wash-sale-safe tax-loss harvesting opportunities from a brokerage CSV.

Script Body
I will paste a CSV of equity lots with columns: symbol, lot_date, shares, cost_basis_per_share, current_price. For each symbol, compute unrealized gain or loss per lot. Identify lots with losses larger than 50 USD that have NOT been replaced by a purchase of the same security within the last 30 days.……

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At a Glance

Type 💬 Prompt
Niche Finance
Difficulty Advanced
Est. Time 10 min
Category Tax
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