# trader-tax

> Tax Optimizer.

Tax Optimizer. Tracks cost-basis lots for every position (FIFO, highest cost first, or specific lots), shows unrealized gains and losses by lot with short or long term, works out what a sale would realize before you sell, finds tax-loss harvesting candidates over a loss threshold, checks the wash sale rule (30 days before and after, GOOG and GOOGL as one family), and writes harvest sells only as proposals. Not tax advice. Use when the user says "what are my gains", "cost basis", "tax lots", "tax-loss harvest", "what would selling cost me in tax", "short or long term", "wash sale", or before selling anything.

- Type: Skill
- Made by: Jakeschincariol
- Category: Finance
- Formats: Skills
- Version: 5a2ed6e
- Source: https://github.com/jakeschincariol/trader-skill/tree/HEAD/trader-tax
- Page: https://pluginboard.ai/skills/trader-tax

## Works with

- ChatGPT
- Claude
- Gemini
- GitHub Copilot
- Cursor
- Claude Code
- Codex
- Antigravity
- Gemini CLI
- Replit
- OpenClaw
- OpenCode
- Hermes Agent

## Install

### ChatGPT

In ChatGPT: Download the trader-tax folder and zip it, then Plugins → Skills → Create → Upload from your computer. Business and Enterprise plans.

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### Claude

In Claude (web or desktop): Download the trader-tax folder and zip the folder itself, then upload it in Customize → Skills.

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### Gemini

In Gemini: Download the trader-tax folder, then at gemini.google.com click Customize → Skills → Create → Upload and pick the folder (or a .zip of it).

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### GitHub Copilot

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.copilot/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### Cursor

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.cursor/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### Claude Code

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.claude/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

Or all of Trader Skill, in Claude Code:

```text
/plugin marketplace add Jakeschincariol/trader-skill
/plugin install trader-skill@trader-skill
```

### Codex

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.agents/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### Antigravity

In Antigravity: Copy the trader-tax folder into ~/.gemini/config/skills (Antigravity app and IDE) or ~/.gemini/antigravity-cli/skills (Antigravity CLI).

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### Gemini CLI

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.gemini/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### Replit

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax .agents/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### OpenClaw

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.openclaw/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### OpenCode

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.config/opencode/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

### Hermes Agent

Run in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.hermes/skills/trader-tax
```

View the folder on GitHub: https://github.com/Jakeschincariol/trader-skill/tree/HEAD/trader-tax

---
From Pluginboard (https://pluginboard.ai).