tax-loss-harvest-scanner
Scans a taxable brokerage account for individual lots with unrealized losses above a configurable threshold, identifies wash-sale risks by checking recent buys and forward planned buys of substantially identical securities (across all household accounts including spousal), and proposes harvest pairs (sell-for-loss + immediate buy of a similar-but-not-identical replacement). Use for year-end tax planning, monthly TLH scans, after market drawdowns, or when user mentions tax-loss harvesting, TLH, wash sale, or harvest candidates.
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