cross-strategy-tax-lot-optimization SKILL.md skillA
cross-strategy-tax-lot-optimization from himanshuj16/algo-trading-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add himanshuj16/algo-trading-skills/cross-strategy-tax-lot-optimization@v1.1.0Pins v1.1.0 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- himanshuj16/algo-trading-skills
- Path
skills/cross-strategy-tax-lot-optimization/SKILL.md- Versions recorded
- 5
- Latest version
- v1.1.0, committed Sep 3, 2026
- First version recorded
- Jul 26, 2026
- Size
- 7,671 bytes
- Repository stars
- 50
- License
- Apache-2.0
Use when several strategies trade the same securities under one US tax entity and uncoordinated sells default to the earliest lot; applies specific-lot identification with long-term-gain preference and internal netting.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
## When to Use Use this skill in multi-strategy funds, wealth-management engines, and unified tax-managed accounts where several sub-strategies trade the same asset universe **under a single US tax entity**. A sell order placed without a specific-lot identification is charged against the earliest lot acquired — FIFO — by default under Treas. Reg. § 1.1012-1(c)(1)(i), which often realizes short-term gains that a higher-basis lot would have avoided. This module: - Ranks open tax lots by **HIFO** (highest cost basis first) or **LTCG-preferring** order, implemented as Specific Lot Identification. - Nets offsetting sub-strategy orders internally so only the residual is routed externally and only the residual is treated as a disposition. - Screens the resulting loss lots against the **IRC § 1091 61-day window** (30 days before the sale, the sale date, 30 days after) and reports a quantity-limited disallowance. ## When NOT to Use …
Read the whole file at its exact version.
How to install
mdr add himanshuj16/algo-trading-skills/cross-strategy-tax-lot-optimization@sha256:792130eafa4adafdThe line at the top of this page pins the label v1.1.0, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_iizqzzkvhvl4m3ql)
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Versions
The registry has recorded 5 versions of this file, between Jul 26, 2026 and Sep 3, 2026, about one every 10 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| v1.1.0 latest | 2026-09-03 | 8527a51 | 7,671 B | A | view · diff |
| v1.1.0 | 2026-08-23 | b680e6a | 7,700 B | A | view · diff |
| v1.0.0 | 2026-08-07 | 89d1436 | 3,268 B | A | view · diff |
| v1.0.0 | 2026-07-30 | dfc60c7 | 3,266 B | A | view · diff |
| v1.0.0 | 2026-07-26 | 0100af1 | 3,280 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (7671 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
himanshuj16/algo-trading-skills · 50 stars · license Apache-2.0 · pushed 2026-09-14 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_iizqzzkvhvl4m3ql GET https://markdownregistry.com/api/v1/resolve?ref=himanshuj16/algo-trading-skills/cross-strategy-tax-lot-optimization GET https://markdownregistry.com/api/v1/blob/792130eafa4adafd994a90040fc8e70501e6e71f1ee741c4c696ebaab3b8de31
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.