Taxfolio

MCP server for taxfolio — tax-loss harvesting via LLM agents.

Tools

harvest_losses

Find tax-loss harvesting opportunities. Sells losers, buys same-industry substitutes ranked by return correlation.

Input:

{
  "holdings": [
    {"ticker": "INTC", "shares": 200, "cost_basis": 45.0, "acquired": "2024-06-01"},
    {"ticker": "NVDA", "shares": 50, "cost_basis": 130.0, "acquired": "2024-06-01"}
  ],
  "min_loss_pct": 5.0,
  "min_correlation": 0.5
}

Output:

{
  "summary": {"positions_harvested": 1, "total_loss_harvested": -4600.0, "total_tax_benefit": 1702.0},
  "trades": [{"sell_ticker": "INTC", "sell_shares": 200, "buy_ticker": "MU", "correlation": 0.48}],
  "warnings": [],
  "limitations": ["Market data from yfinance", "Not tax advice"]
}

optimize

Tax-aware portfolio rebalancing via C++20 QP solver.

Install

# Requires taxfolio to be installed first
# See: https://github.com/ajtgjmdjp/taxfolio
uv pip install taxfolio-mcp

Usage with Claude Desktop

Add to ~/.config/claude/claude_desktop_config.json:

{
  "mcpServers": {
    "taxfolio": {
      "command": "taxfolio-mcp"
    }
  }
}

Then ask Claude:

"Find tax-loss harvesting opportunities in my portfolio: INTC 200 shares bought at $45, NVDA 50 shares bought at $130, PFE 300 shares bought at $35"

Limitations

• Market data fetched via yfinance (may be delayed or unavailable)
• Substitute matching is heuristic (industry group + return correlation)
• Maximum 100 holdings per request
• Not tax advice — consult a tax professional before executing trades

License

AGPL-3.0