计划执行与检查节点
executing-plans
按既定实施计划完成工作,保持过程检查和反馈。
tax-loss-harvest-scanner【效率与协作】Scans a taxable brokerage account for individual lots with unrealized losses above a configurable threshold, identifies wash-sale risks by checking recent buys and forward planned buys of substantially identical securities (across all household accounts including spousal), and proposes harvest pairs (sell-for-loss + immediate buy of a similar-but-not…
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