Tax Loss Harvesting AI Agent Skills

Browse AI agent skills tagged "Tax Loss Harvesting". Find and install skills, MCP servers, and plugins for your AI coding assistant.

1 listing

Wealth Management

Plugin

Plugins that turn Claude into a specialist for financial services — investment banking, equity research, private equity, and wealth management. Built for Claude Cowork, also compatible with Claude Code. Cowork lets you set the goal and Claude delivers finished, professional work. Plugins let you go further: tell Claude how your firm does analysis, which data sources to pull from, how to handle cri

8.0anthropics/financial-services-plugins