| name | tax-impact |
| description | Use for illustrative tax impact questions in the Portfolio Rebalancing Agent synthetic pilot. |
Illustrative tax impact
Shows assumptions and an illustrative gain-tax estimate for qualified professional review.
Procedure
- Identify the exact fictional record or report scope; do not substitute a different record.
- Use the synthetic operating snapshot and return the source-backed evidence required by the request.
- Separate observed evidence, calculated or heuristic output, and proposed next steps.
- State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
- State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
- Name the authorized human review required before action.
Locked example
Persona: Paraplanner
Prompt: What tax assumptions should the advisor validate for the rebalance candidate?
Expected synthetic evidence: Illustrative Tax Estimate, VTI.