tax-liability-tracking

Name: tax-liability-tracking
Author: agiprolabs

235stars53forks

How to install tax-liability-tracking?

agiprolabs/claude-trading-skills/tax-liability-tracking

$npx -y skills add agiprolabs/claude-trading-skills --skill tax-liability-tracking

Installs into the current project.

Summary

Real-time tax liability analysis for active crypto traders with proportional cost basis, gain classification, and tax-aware trading signals

Files · 1

View on GitHub

SKILL.md

1	# Tax Liability Tracking
2
3	Real-time tax liability analysis purpose-built for active Solana traders. Track proportional cost basis across partial sells, classify realized vs unrealized gains, project quarterly tax obligations, and surface tax-aware signals that feed back into trading decisions.
4
5	## Why This Matters
6
7	Active crypto traders generate hundreds of taxable events per year. Without real-time tracking:
8
9	- You do not know your actual after-tax P&L until year-end
10	- Partial sells (the "house money" play) create cost basis confusion
11	- Short-term vs long-term classification shifts your effective tax rate by 15-20%
12	- Tax-loss harvesting windows close without you noticing
13	- Quarterly estimated payments become guesswork
14
15	This skill keeps a running tax ledger alongside your trading activity so every decision incorporates its tax consequence.
16
17	## Core Concepts
18
19	### Proportional Cost Basis for Partial Sells
20
21	This is the most critical concept. When you sell a portion of a position, the cost basis splits proportionally — it does not shift to zero for the remaining tokens.
22
23	Example — The Accumulate / House-Money Play:
24
25	1. Buy: 1,000 tokens at $1.00 each. Total cost basis = $1,000.
26	2. Partial sell: Sell 800 tokens at $1.25 each. Proceeds = $1,000.
27	3. What happened:
28	- The 800 sold tokens had proportional cost basis = 800 x $1.00 = $800
29	- Realized gain on the sale = $1,000 - $800 = $200
30	- The remaining 200 tokens retain cost basis = 200 x $1.00 = $200
31	- The remaining tokens are NOT "free" — they carry their original per-unit cost
32
33	Common mistake: Recording the partial sell as "capital recovered, remaining basis = $0." This understates the realized gain on the partial sell and overstates the gain when the remaining tokens are eventually sold. The total tax owed is the same either way, but the timing and classification (short-term vs long-term) can differ significantly.
34
35	### Gain Classification
36
37	\| Classification \| Holding Period \| US Federal Rate (2024) \|
38	\|---\|---\|---\|
39	\| Short-term capital gain \| < 1 year \| Ordinary income rate (10-37%) \|
40	\| Long-term capital gain \| >= 1 year \| 0%, 15%, or 20% \|
41
42	Each tax lot tracks its own acquisition date. Partial sells consume lots in the order specified by your accounting method (FIFO, LIFO, or specific identification).
43
44	### SOL-Denominated Trading with USD Reporting
45
46	Solana traders typically think in SOL but US tax obligations are denominated in USD. Every taxable event requires:
47
48	1. SOL price at acquisition — establishes USD cost basis
49	2. SOL price at disposition — establishes USD proceeds
50	3. Token price in SOL at both events — converted to USD via SOL/USD rate
51
52	The skill tracks SOL/USD rates at each event timestamp to compute USD-denominated gains.
53
54	### Realized vs Unrealized Gains
55
56	- Realized: Position closed (fully or partially). Taxable event occurred.
57	- Unrealized: Position still open. No tax event yet, but contributes to estimated liability if you plan to close before year-end.
58
59	The after-tax P&L view shows both, with unrealized gains marked at current estimated tax rates.
60
61	## Capabilities
62
63	### Tax Lot Tracking
64	- Record buys, sells, and token-to-token swaps as taxable events
65	- Maintain per-lot cost basis with acquisition date
66	- Support FIFO, LIFO, and specific identification accounting methods
67	- Handle partial sells with proportional cost basis allocation
68
69	### Gain Classification Engine
70	- Classify each realized gain as short-term or long-term
71	- Track days remaining until long-term threshold for each open lot
72	- Flag positions approaching the 1-year boundary
73
74	### Quarterly Tax Projection
75	- Estimate federal tax liability using progressive bracket rates
76	- Include state tax estimate (configurable rate)
77	- Project Q1-Q4 estimated payment amounts
78	- Track cumulative realized gains by quarter
79
80	### Tax-Aware Trading Signals
81	- Long-term threshold alert: "Position crosses long-term threshold in N days"
82	- Profit-taking cost: "Taking profit here triggers $X short-term liability"
83	- Loss harvesting: "You have $X in unrealized losses available to harvest"
84	- Timing value: "Selling now vs waiting 30 days saves $X in taxes"
85	- Wash sale warning: "Repurchasing within 30 days may trigger wash sale rules"
86
87	### After-Tax P&L View
88	- Standard trading P&L alongside estimated after-tax P&L
89	- Per-position breakdown of pre-tax and after-tax returns
90	- Running year-to-date tax liability total
91
92	## Prerequisites
93
94	- Python 3.10+
95	- No external dependencies for core tracking (stdlib only)
96	- Historical SOL/USD prices for accurate USD conversion
97	- Trade history in structured format (timestamp, side, token, amount, price)
98
99	## Quick Start
100
101	```python
102	from tax_tracker import

People who liked this also viewed

6 picks

Type

azure-costAzure cost management: query costs, forecast spending, optimize to reduce waste. WHEN: \"Azure costs\", \"Azure bill\", \"cost breakdown\", \"how much am I spending\", \"forecast spending\", \"optimizSkillsJul 2026275k1.3k
pricingWhen the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increaseSkillsJul 202638k41k
stripe-integrationMulti-harness agentic plugin marketplace for Claude Code, Codex CLI, Cursor, OpenCode, GitHub Copilot, and Gemini CLISkillsJul 202611k38k
startup-financial-modelingMulti-harness agentic plugin marketplace for Claude Code, Codex CLI, Cursor, OpenCode, GitHub Copilot, and Gemini CLISkillsJul 20269.5k38k
tushare-finance专为 Claude Code 设计的 Tushare Pro 金融数据技能包，支持 220+ 个接口，用自然语言获取 A 股行情、财务数据、宏观经济等金融数据。SkillsJul 20265.0k75
azure-pricingFetches real-time Azure retail pricing using the Azure Retail Prices API (prices.azure.com) and estimates Copilot Studio agent credit consumption. Use when the user asks about the cost of any Azure seSkillsJul 20264.5k37k