trader-tax SKILL.md skillA
trader-tax from jakeschincariol/trader-skill is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add jakeschincariol/trader-skill/trader-tax@git:20261014.5189e79Pins git:20261014.5189e79 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- jakeschincariol/trader-skill
- Path
trader-tax/SKILL.md- Versions recorded
- 1
- Latest version
- git:20261014.5189e79, committed Oct 14, 2026
- Size
- 5,510 bytes
- Repository stars
- 1,388
- License
- MIT
Tax Optimizer. Tracks cost-basis lots for every position (FIFO, highest cost first, or specific lots), shows unrealized gains and losses by lot with short or long term, works out what a sale would realize before you sell, finds tax-loss harvesting candidates over a loss threshold, checks the wash sale rule (30 days before and after, GOOG and GOOGL as one family), and writes harvest sells only as proposals. Not tax advice. Use when the user says "what are my gains", "cost basis", "tax lots…
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
# trader-tax
The Tax Optimizer does the arithmetic on the user's lots so nobody sells
blind. It never decides what is right for the user's taxes. **This is not tax
advice**: a tax professional decides what applies to them. Say that once,
early, in every answer that uses this skill.
`${CLAUDE_SKILL_DIR}` below is this skill's folder (where this SKILL.md lives).
```bash
python3 "${CLAUDE_SKILL_DIR}/lots.py" report --lots # every lot, gain or loss, term
python3 "${CLAUDE_SKILL_DIR}/lots.py" sell KO 2 --price 90.11 # what a sale would realize (FIFO)
python3 "${CLAUDE_SKILL_DIR}/lots.py" sell KO 2 --method specific --lots KO-2
python3 "${CLAUDE_SKILL_DIR}/lots.py" harvest --min-loss 100 # candidates, with wash-sale checks
python3 "${CLAUDE_SKILL_DIR}/lots.py" harvest --min-loss 100 --write
python3 "${CLAUDE_SKILL_DIR}/lots.py" wash KO # is buying KO today a wash sale?
```
## What it reads and writes
| file | what |
| --- | --- |
| `trader/portfolio.json` | positions with lots: `{"id", "date", "shares", "cost"}` (cost = total basis); shape: `portfolio.example.json` here |
…Read the whole file at its exact version.
How to install
mdr add jakeschincariol/trader-skill/trader-tax@sha256:29c031107cf80a70The line at the top of this page pins the label git:20261014.5189e79, 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_urly3mq5jtgjeqip)
2 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Oct 14, 2026.
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 (5510 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
jakeschincariol/trader-skill · 1,388 stars · license MIT · pushed 2026-10-14 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_urly3mq5jtgjeqip GET https://markdownregistry.com/api/v1/resolve?ref=jakeschincariol/trader-skill/trader-tax GET https://markdownregistry.com/api/v1/blob/29c031107cf80a70c7c6bd98d0fe2d9d33a319bbdcdaee379445b701e1738968
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.