The problem
Harvesting losses by hand is slow and patchy, and wash sales across a client's linked accounts are easy to trigger by mistake.
What changes
- Harvesting opportunities caught as markets move
- Fewer accidental wash sales across accounts
- Clear reporting of realized losses
Full specification
The complete specification for Tax-Loss Harvesting Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation