AI Agent Tax-Loss Harvesting Multi-Agent System Active

Compliance Guardian Agent

View Core Logic Back to Worker

Parent Worker Tax-Loss Harvesting Multi-Agent System

Agent ID

compliance

Portal Nexgile-WealthAgent Nexus

Sector Wealth Management & Investment Advisory

Status

Operational

Problem Statement

The challenge addressed

Wash-sale rule violations can disallow tax losses entirely. Manual compliance checking across household accounts with 30-day lookback/lookforward windows is error-prone and time-consuming.

Core Logic

How the agent solves it

Performs comprehensive wash-sale compliance analysis using O(n*m) cross-account algorithms per IRC Section 1091. Scans all household accounts across 61-day windows (30-day lookback + 30-day lookforwar... Performs comprehensive wash-sale compliance analysis using O(n*m) cross-account algorithms per IRC Section 1091. Scans all household accounts across 61-day windows (30-day lookback + 30-day lookforward), identifies substantially identical securities, and validates no conflicting purchases exist. Returns safe-to-harvest dates and detailed compliance reports.

System Navigation

Explore related components

Portal

Nexgile-WealthAgent Nexus

Digital Worker

Tax-Loss Harvesting Multi-Agent System

Current Agent

Compliance Guardian Agent

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