/tlh
Identify tax-loss harvesting opportunities
> /plugin marketplace add anthropics/financial-servicesHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/tlh
Context preview
What this command does when you run it.
Identify tax-loss harvesting opportunities
Command definition
tlh.mddescription: Identify tax-loss harvesting opportunities argument-hint: "[client name or account]"
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.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Other commands on financial-services.
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Open command - /entra-app
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Open command - /export-data
Export a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt
Open command