Tax-Loss Harvesting Analysis — ibizai Claude for Financial Services

What the Agent Produces

Seven structured sections — calculations based only on your holdings data, with explicit wash-sale flagging.

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Harvesting SummaryOverview of total loss opportunities identified and estimated gross tax benefit.

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Loss Opportunities IdentifiedRanked table: security, cost basis, current value, unrealized loss, estimated tax saving.

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Tax Benefit EstimateGross tax benefit calculation using your stated tax rate — before transaction costs.

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Replacement Security ApproachProfile of suitable replacement securities to maintain market exposure without triggering wash-sale.

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Wash-Sale ConsiderationsJurisdiction-specific rules — 30-day restriction flagged clearly for US portfolios.

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Implementation ChecklistFive to eight steps to execute the harvest efficiently before the deadline.

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Year-End NotesTiming considerations, record-keeping requirements, and coordination with tax advisor.

How It Works

The Tax-Loss Harvesting Analysis is ibizai's implementation of the Anthropic Claude for Financial Services reference agent suite, adapted for cross-border financial services across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the context and data. The agent uses Gemini 2.5 Flash at 0.2 temperature to generate structured output — grounded entirely in what you provide. No external financial databases are called; no figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures, data, and characterizations before any client use. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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