Scans taxable accounts daily for harvestable losses, sells lots when net benefit exceeds a threshold, buys correlated replacement securities and manages wash-sale exposure across linked accounts, including direct-indexed portfolios.
Not yet specifiedAutonomousComplexity: High
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Identify lots with unrealized losses above threshold net of trading and replacement costs