tax-loss-harvest

name	tax-loss-harvest
description	Use for tax-loss-harvesting candidates questions in the Portfolio Rebalancing Agent synthetic pilot.

Tax-loss-harvesting candidates

Surfaces loss positions while requiring tax-lot, wash-sale, account, and suitability review.

Procedure

1. Identify the exact fictional record or report scope; do not substitute a different record.
2. Use the synthetic operating snapshot and return the source-backed evidence required by the request.
3. Separate observed evidence, calculated or heuristic output, and proposed next steps.
4. State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
5. State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
6. Name the authorized human review required before action.

Locked example

Persona: Tax-Aware Portfolio Manager

Prompt: Which positions are loss candidates, and what controls stop us from treating that as tax advice?

Expected synthetic evidence: VEA, wash-sale.