• VALIDATION
  • WARNING
  • DATA
  • HUMAN

How to verify wash sale compliance with your AI

Connect your AI to the Tax Loss Harvesting Calculator to cross-reference your trades against global tax rules.

Ask AI about this page

Short answer

How can I check if a loss harvest violates wash sale rules?

Your AI pulls the specific regulatory window for your country to see if your recent trades trigger a violation. You get a clear list of which assets are safe to sell and which ones are restricted. This breakdown shows exactly where your risk lies.

Compliance outcomes

Where your results land.

The AI maps your trade intent against specific tax windows.

VALIDATION

Safe harvest list

The AI identifies assets that fall outside of restricted windows. You get a list of trades that won't trigger a wash sale.

WARNING

Risk alerts

The AI flags trades that overlap with recent purchase windows. You see exactly which assets are currently off-limits.

DATA

Regulatory windows

The AI retrieves the specific day counts required by your local tax authority. You get the raw window data used for the check.

HUMAN

Manual review

The AI identifies the risks, but you must make the final decision. You decide whether to proceed with the harvest or wait.

The workflow

What your AI does when the request arrives.

The AI uses the connector to bridge the gap between your trades and tax law.

  1. Identify jurisdiction

    The AI determines which country's tax rules apply to your specific request.

    get_wash_sale_window

  2. Fetch window data

    The AI pulls the exact number of days required to avoid a wash sale for that region.

    get_wash_sale_window

  3. Check trade history

    The AI compares your recent buy dates against the retrieved window to find conflicts.

    get_wash_sale_window

  4. Flag violations

    The AI produces a report showing which assets are currently ineligible for loss harvesting.

    get_wash_sale_window

Try it

Copy these to start.

Use these prompts to begin your compliance check.

Starting points

Replace the bracketed text with your specific country or ticker symbols.

Tax Loss Harvesting Calculator Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_jSCMED19kifpgyPFj9uGc4g1EhRru6u9Swzn5eMr/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Tax Loss Harvesting Calculator capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "tax-loss-harvesting-calculator-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_jSCMED19kifpgyPFj9uGc4g1EhRru6u9Swzn5eMr/mcp"
    }
  }
}
Copy into chat04

  • Check the wash sale window for the United States and tell me if my recent Apple trades are safe.

  • I'm looking at UK tax rules. Use the Tax Loss Harvesting Calculator to find the window for my recent semiconductor sales.

  • Compare my current portfolio list in this spreadsheet against the Japanese wash sale regulations.

  • Analyze these trade dates in my CSV and flag any that violate the current Canadian tax windows.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Tax Loss Harvesting Calculator once, then ask.

One connection gives your AI access to the regulatory tools. Your login stays encrypted on our side.

Connect Tax Loss Harvesting Calculator to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute the trades for me?

    No. The AI only checks the data and reports on compliance. You must execute all trades yourself.

  • 02

    Does the AI file my tax returns?

    No. The AI provides the information needed for your records, but it does not interact with tax authorities.

  • 03

    Will it work for countries outside the US?

    Yes, as long as the tool can retrieve the specific regulatory window for that jurisdiction.

  • 04

    Can it predict future tax law changes?

    No. It only accesses the current regulatory windows provided by the tool.

  • 05

    Does it handle crypto wash sales?

    It can, provided you specify the jurisdiction and the tool has the window data for that asset class.

  • More questions about Tax Loss Harvesting Calculator? The Connector page answers them. See everything the Tax Loss Harvesting Calculator Connector can do

Connect Tax Loss Harvesting Calculator to Claude, Cursor, ChatGPT & more