Ask better tax questionsPrompt 034
Review tax-loss opportunities carefully
Makes loss harvesting a portfolio and tax question.
Ready to ask
Prompt text
“Identify positions with unrealized losses and explain which may be candidates for a tax-loss discussion. Flag wash-sale considerations, portfolio exposure I may want to preserve and any missing account data. Do not recommend a trade without showing the trade-offs.”
Context Silvia can use
Holdings, cost basis, transactions and tax rules.
What a strong answer includes
Candidate list with constraints and cautions.
Useful follow-ups
- What replacement exposure is materially different?
- Which accounts are not connected?
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.