How do I install the Tax Optimize Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/tax-optimize/SKILL.md and restart Claude Code. Both flows are detailed at https://claudskills.com/install/.

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

ClaudSkills / General / finance-personal

Tax Optimize

Category: General · Sub-category: finance-personal · Last updated: 2026-05-21

Calculate optimal trim strategy with tax math. Compares Sell-Now (STCG/LTCG depending on holding period) vs Wait-for-LTCG vs Hedge-with-Puts (no taxable event). Computes lot identification (FIFO/HIFO/Specific Lot), tax loss harvesting opportunities. Asks for shares + buy date + income bracket + state. Triggers in English ("should I sell X for tax", "tax on selling X", "LTCG vs STCG on X", "trim X tax efficient") or Chinese ("X 减仓税务", "X 卖出税多少", "现在卖还是等长期", "X 减仓最省税").

What this skill does

Tax Optimize is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/tax-optimize/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Tax Optimize Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 69,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/tax-optimize
curl -L https://claudskills.com/skills/tax-optimize/SKILL.md \
  -o ~/.claude/skills/tax-optimize/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/tax-optimize/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/tax-optimize/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\tax-optimize\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Attribution & license

Source: https://github.com/ssurmic/claude-investment-skills/blob/HEAD/tax-optimize/SKILL.md
Author: ssurmic
Website: https://github.com/ssurmic/claude-investment-skills

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Tax Optimize

What this skill does

Who uses this skill

How to install

Manual install (2 steps)

One-click install via the desktop app

Attribution & license

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