Openclaw-financial-services fsi-wm-cmd-tlh

Identify tax-loss harvesting opportunities — usage: /tlh [client name or account]

install

source · Clone the upstream repo

git clone https://github.com/d-wwei/openclaw-financial-services

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/d-wwei/openclaw-financial-services "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/fsi-wm-cmd-tlh" ~/.claude/skills/d-wwei-openclaw-financial-services-fsi-wm-cmd-tlh && rm -rf "$T"

OpenClaw · Install into ~/.openclaw/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/d-wwei/openclaw-financial-services "$T" && mkdir -p ~/.openclaw/skills && cp -r "$T/skills/fsi-wm-cmd-tlh" ~/.openclaw/skills/d-wwei-openclaw-financial-services-fsi-wm-cmd-tlh && rm -rf "$T"

manifest: skills/fsi-wm-cmd-tlh/SKILL.md

source content

Load the

tax-loss-harvesting

skill to scan taxable accounts for harvestable losses, suggest replacement securities, and manage wash sale windows.

If a client or account is provided, use it. Otherwise ask for the portfolio to scan.