Tax lot selection and wash-sale check
tax_lot_planAct as the tax advisor for a sale: compares FIFO, LIFO, HIFO and minimum-tax lot selection, splits short- and long-term gains, estimates tax, flags wash sales, and notes lots about to turn long-term. With mode=harvest it scans positions for tax-loss harvesting. Price: $0.02.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| lots | Yes | ||
| mode | No | sell | |
| sell | No | mode=sell | |
| as_of | No | mode=harvest: date, default today | |
| prices | No | mode=harvest: {SYMBOL: current price} | |
| symbol | No | ||
| tax_rates | No | ||
| min_harvest_loss | No | mode=harvest: ignore losses smaller than this (USD), default 100. | |
| recent_transactions | No |