Tax Loss Harvesting Calculator

Tax Loss Harvesting Calculator MCP Connector for Claude

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Calculate the financial benefits and tax savings from harvesting capital losses.

3 tools Official Updated Jun 28, 2026 Official Vinkius Partner

This MCP server provides specialized tools to calculate the economic impact of tax-loss harvesting. Use evaluate_harvesting_opportunity to determine avoided taxes and net savings after reinvestment friction. You can also use get_wash_sale_window to check compliance periods for different jurisdictions like the USA or Germany, and retrieve_tax_rate_by_jurisdiction to find applicable capital gains rates based on your location and income band.

tax-loss-harvestingcapital-gainsusa-taxeu-taxfinancial-planning

3 tools expose this connector's capabilities to your AI agent.

evaluate_harvesting_opportunity

Calculates the potential tax benefits and net economic impact of harvesting losses

retrieve_tax_rate_by_jurisdiction

Retrieves the correct capital gains percentage based on jurisdiction and income band

get_wash_sale_window

Determines the regulatory window for wash sale compliance

See how to talk to your AI agent using Tax Loss Harvesting Calculator.

Calculate my tax savings if I have a loss of $5000 with a 15% tax rate and $50 in fees.

The total avoided tax is $750.00, and your net savings after the $50.00 friction cost is $700.00.

What is the wash sale window in Germany?

The wash sale window for Germany is 0 days.

What capital gains rate applies to me in the USA if I am in the medium income band?

The applicable capital gains tax rate for the medium income band in the USA is 15%.

Use the `evaluate_harvesting_opportunity` tool by providing your current positions, the applicable tax rate, and any reinvestment friction costs.

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