automated-tax-lot-reporting-pipeline SKILL.md skillA

automated-tax-lot-reporting-pipeline from himanshuj16/algo-trading-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add himanshuj16/algo-trading-skills/automated-tax-lot-reporting-pipeline@v1.3.0

Pins v1.3.0 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/automated-tax-lot-reporting-pipeline/SKILL.md
Versions recorded
5
Latest version
v1.3.0, committed Sep 4, 2026
First version recorded
Aug 13, 2026
Size
16,343 bytes
Repository stars
50
License
Apache-2.0

Use when turning raw execution records into capital-gains reports at scale, matching sells against an open-lot ledger under FIFO or highest-in-first-out. Method comparison across FIFO, LIFO, HIFO and specific identification is fifo-vs-specific-lot-tax-accounting-methods.

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

> **Engineering guidance, not tax advice.** This skill encodes how to build and verify the
> bookkeeping and the checks around it; it does not determine anyone's tax position. Confirm
> the treatment with a qualified tax professional in the relevant jurisdiction before relying
> on its output for a filing.

## When to Use

Use this skill when processing raw execution records to generate compliance-ready capital gains reports. High-frequency algorithmic trading generates massive transaction volumes; computing the cost basis of sold assets manually is impossible. 

This engine ingests trades, maintains an open ledger of "tax lots" (purchased assets), and systematically matches sell orders to these lots. It supports standard **FIFO (First-In, First-Out)** and tax-optimized **HIFO (Highest-In, First-Out)** strategies, including complex logic for splitting lots when a sell order partially consumes a purchase.

**Appropriate scenarios:**
- Processing trade executions from broker APIs or FIX feeds
- Generating Form 8949 (Sales and Other Dispositions of Capital Assets) for tax reporting
- Calculating realized PnL for portfolio performance reporting
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add himanshuj16/algo-trading-skills/automated-tax-lot-reporting-pipeline@sha256:8e6c96cecdcbce05

The line at the top of this page pins the label v1.3.0, 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.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_jwwa4fdyswe4ucwa.svg)](https://markdownregistry.com/a/art_jwwa4fdyswe4ucwa)

1 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 5 versions of this file, between Aug 13, 2026 and Sep 4, 2026, about one every 5 days.

versioncommittedcommitsizeaudit
v1.3.0 latest2026-09-04 48bcc05 16,343 BA view · diff
v1.3.02026-09-03 8527a51 16,033 BA view · diff
v1.3.02026-09-03 64e8b01 15,812 BA view · diff
v1.3.02026-09-03 eb7108c 15,793 BA view · diff
v1.2.02026-08-13 097e217 11,638 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (16343 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

GitHub

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_jwwa4fdyswe4ucwa
GET https://markdownregistry.com/api/v1/resolve?ref=himanshuj16/algo-trading-skills/automated-tax-lot-reporting-pipeline
GET https://markdownregistry.com/api/v1/blob/8e6c96cecdcbce05d76e7fbc7b21d4ae72220b3d3b9475c707e20696ed4801c0

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.

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