# taxfolio-mcp

> Use this tool when you need to optimize investment portfolios by minimizing tax liabilities and maximizing returns. It solves problems related to tax-loss harvesting and portfolio rebalancing by identifying selling opportunities and suggesting substitute holdings based on return correlation. The tool takes investment portfolios as input and outputs optimized portfolio compositions and trading recommendations.

Canonical page: https://skillsregistry.net/skills/ajtgjmdjp-taxfolio-mcp  
JSON: https://api.skillsregistry.net/v1/skills/ajtgjmdjp-taxfolio-mcp

## Description

Enables tax-loss harvesting and tax-aware portfolio rebalancing via LLM agents, allowing users to identify selling opportunities and substitute holdings based on return correlation.

## Trust

- **Trust score (0–1):** 0.70
- **Verification tier:** verified
- **Last scanned:** 2026-09-03

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** ai-ml
- **Updated:** 2026-09-03

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/q9zzgl1wtn)
- **Repository:** <https://github.com/ajtgjmdjp/taxfolio-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "ajtgjmdjp-taxfolio-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/ajtgjmdjp-taxfolio-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/ajtgjmdjp-taxfolio-mcp/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt