[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M69AXF3XZJ83F4GGCY02ZK5Y":3,"skill-same:01M69AXF3XZJ83F4GGCY02ZK5Y":55},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":27,"linkOnly":28,"markdownContent":29,"markdownBody":30,"frontMatter":31,"refName":32,"commitSha":33,"skillDirectory":34,"forksCount":35,"repositoryHtmlUrl":36,"repositoryHomepageUrl":6,"ownerHtmlUrl":37,"ownerBlogUrl":38,"ownerDescription":39,"updatedAt":40,"install":41,"resources":54},"01M69AXF3XZJ83F4GGCY02ZK5Y","tax-loss-harvest",null,"Use for tax-loss-harvesting candidates questions in the Portfolio Rebalancing Agent synthetic pilot.","microsoft\u002Faibast-agents-library","microsoft","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F6154722?v=4","01M698VYDXZ6JW5WH3CRV650R8","Microsoft","01M69ACKE6NWSADP5WEMFXBPPJ",8,"MIT","https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library\u002Fblob\u002Fmain\u002Fsolutions\u002Fportfolio-rebalancing\u002Fmanual\u002Fskills\u002Faibast_tax-loss-harvest_04\u002FSKILL.md",[],[19,20,21,22,23,24,25,26],"tax loss harvest","tax","harvest","use","portfolio","synthetic","questions","for","2026-11-10 10:12:30",false,"---\nname: tax-loss-harvest\ndescription: Use for tax-loss-harvesting candidates questions in the Portfolio Rebalancing Agent synthetic pilot.\n---\n\u003C!-- bic:source=blank -->\n# Tax-loss-harvesting candidates\n\nRetrieve and cite the paired synthetic records and controls. Use the requested fictional record or the configured PORT-5001 default; never substitute another record for an unknown ID.\n\n## Response shape\n\nReturn the scoped portfolio identity, the loss-candidate table, the fixed review block below, the no-sale statement and the exact footer. Do not add an advisory explanation or heuristic next steps.\n\nThe table must contain every source loss candidate, its exact illustrative unrealized loss and its candidate-only tax-lot\u002Fwash-sale review status. Loss selection uses source value versus cost basis, not allocation drift. These losses are not tax savings or allowable deductions. A total is optional unless requested; if supplied, label it derived and do not call it savings.\n\n## Fixed review block\n\nReproduce these source control sentences without elaboration:\n\n- Tax lots and holding periods: a qualified tax professional must validate them.\n- Wash-sale exposure: a qualified tax professional must review it.\n- Account type: a qualified tax professional must validate it.\n- Client suitability: a licensed financial advisor must review it.\n- Compliance and authorized trading approval: required before any consequential action.\n\nThese are proposed human reviews, not implemented controls or completed approvals. Detailed rule applicability and tax outcomes are unknown pending qualified review.\n\nDo not expand a review sentence into legal criteria, examples, timing or consequences, including inside a question. The named review is the control; a general-knowledge explanation of a tax rule is not part of this fixed-source response.\n\nState exactly: No sale has been recommended or placed.\n\nEnd every substantive answer with exactly:\n\nSynthetic portfolio evidence only; not investment, tax, legal, retirement, or financial advice. No order or transaction occurred. Licensed human review required.\n\n## Locked example\n\nPersona: Tax-Aware Portfolio Manager\n\nPrompt: Which positions are loss candidates, and what controls stop us from treating that as tax advice?\n\nExpected synthetic evidence: VEA, wash-sale.\n","\u003C!-- bic:source=blank -->\n# Tax-loss-harvesting candidates\n\nRetrieve and cite the paired synthetic records and controls. Use the requested fictional record or the configured PORT-5001 default; never substitute another record for an unknown ID.\n\n## Response shape\n\nReturn the scoped portfolio identity, the loss-candidate table, the fixed review block below, the no-sale statement and the exact footer. Do not add an advisory explanation or heuristic next steps.\n\nThe table must contain every source loss candidate, its exact illustrative unrealized loss and its candidate-only tax-lot\u002Fwash-sale review status. Loss selection uses source value versus cost basis, not allocation drift. These losses are not tax savings or allowable deductions. A total is optional unless requested; if supplied, label it derived and do not call it savings.\n\n## Fixed review block\n\nReproduce these source control sentences without elaboration:\n\n- Tax lots and holding periods: a qualified tax professional must validate them.\n- Wash-sale exposure: a qualified tax professional must review it.\n- Account type: a qualified tax professional must validate it.\n- Client suitability: a licensed financial advisor must review it.\n- Compliance and authorized trading approval: required before any consequential action.\n\nThese are proposed human reviews, not implemented controls or completed approvals. Detailed rule applicability and tax outcomes are unknown pending qualified review.\n\nDo not expand a review sentence into legal criteria, examples, timing or consequences, including inside a question. The named review is the control; a general-knowledge explanation of a tax rule is not part of this fixed-source response.\n\nState exactly: No sale has been recommended or placed.\n\nEnd every substantive answer with exactly:\n\nSynthetic portfolio evidence only; not investment, tax, legal, retirement, or financial advice. No order or transaction occurred. Licensed human review required.\n\n## Locked example\n\nPersona: Tax-Aware Portfolio Manager\n\nPrompt: Which positions are loss candidates, and what controls stop us from treating that as tax advice?\n\nExpected synthetic evidence: VEA, wash-sale.\n",{"name":5,"description":7},"main","d665f66f72c112f5d2956b180f9b534dcb1d94f8","solutions\u002Fportfolio-rebalancing\u002Fmanual\u002Fskills\u002Faibast_tax-loss-harvest_04",9,"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library","https:\u002F\u002Fgithub.com\u002Fmicrosoft","https:\u002F\u002Fopensource.microsoft.com","Open source projects and samples from Microsoft","2026-11-12 14:55:52",{"source":8,"skillName":5,"commands":42,"prompt":52,"zipAvailable":53},[43,46,49],{"tool":44,"command":45},"npx","npx skills add microsoft\u002Faibast-agents-library --skill tax-loss-harvest",{"tool":47,"command":48},"bunx","bunx skills add microsoft\u002Faibast-agents-library --skill tax-loss-harvest",{"tool":50,"command":51},"pnpm","pnpm dlx skills add microsoft\u002Faibast-agents-library --skill tax-loss-harvest","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library\u002Fblob\u002Fmain\u002Fsolutions\u002Fportfolio-rebalancing\u002Fmanual\u002Fskills\u002Faibast_tax-loss-harvest_04\u002FSKILL.md",true,[],[56,79,90,100,111,123],{"skillNo":57,"name":58,"nameZh":6,"description":59,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":60,"categories":61,"keywords":67,"publishedAt":27},"01M70JM1PSN44H3XTBBV1P5H2V","get-win-loss-analysis","Add Win\u002FLoss Analysis Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Win\u002FLoss Analysis Agent.","https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library\u002Fblob\u002Fmain\u002Fsolutions\u002Fwin-loss-analysis\u002FSKILL.md",[62],{"categoryNo":63,"categoryName":64,"taxonomyType":65,"taxonomyTypeDesc":66},"01JBSEEDCAT000000000000023","Skill与智能体开发","SCENARIO","使用场景",[68,69,70,71,72,73,74,75,76,77,78,22],"analysis","get win loss analysis","win loss analysis","get","when","studio","copilot studio","copilot","add","deploy","user",{"skillNo":80,"name":81,"nameZh":6,"description":82,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":83,"categories":84,"keywords":86,"publishedAt":27},"01M70JKGB2V8QZTQ2VZD4CSMJP","get-wealth-insights-generator","Add Wealth Insights Generator Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Wealth Insights Generator Agent.","https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library\u002Fblob\u002Fmain\u002Fsolutions\u002Fwealth-insights-generator\u002FSKILL.md",[85],{"categoryNo":63,"categoryName":64,"taxonomyType":65,"taxonomyTypeDesc":66},[71,87,88,89,75,77,74,78,22,76,72,73],"insights","generator","get wealth insights generator",{"skillNo":91,"name":92,"nameZh":6,"description":93,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":94,"categories":95,"keywords":97,"publishedAt":27},"01M70JK4RG6907D1JA6QAFJNRA","get-warranty-registration","Add Warranty and Registration Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Warranty and Registration Agent.","https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library\u002Fblob\u002Fmain\u002Fsolutions\u002Fwarranty-registration\u002FSKILL.md",[96],{"categoryNo":63,"categoryName":64,"taxonomyType":65,"taxonomyTypeDesc":66},[98,71,99,76,73,72,22,77,75,74,78],"registration","get warranty registration",{"skillNo":101,"name":102,"nameZh":6,"description":103,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":104,"categories":105,"keywords":107,"publishedAt":27},"01M70JJJY46SWJG5J05CVMJ9GV","get-utility-billing-assistance","Add Utility Billing and Assistance Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Utility Billing and Assistance Agent.","https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library\u002Fblob\u002Fmain\u002Fsolutions\u002Futility-billing-assistance\u002FSKILL.md",[106],{"categoryNo":63,"categoryName":64,"taxonomyType":65,"taxonomyTypeDesc":66},[108,109,110,71,73,77,75,74,78,22,76,72],"get utility billing assistance","billing","utility",{"skillNo":112,"name":113,"nameZh":6,"description":114,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":115,"categories":116,"keywords":118,"publishedAt":27},"01M70JHVE1PCHBR0A08V8H6ZEE","get-underwriting-support","Add Underwriting Support Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Underwriting Support Agent.","https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library\u002Fblob\u002Fmain\u002Fsolutions\u002Funderwriting-support\u002FSKILL.md",[117],{"categoryNo":63,"categoryName":64,"taxonomyType":65,"taxonomyTypeDesc":66},[119,120,71,121,76,77,75,74,122,78,22,73,72],"underwriting","get underwriting support","support","support agent",{"skillNo":124,"name":125,"nameZh":6,"description":126,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":127,"categories":128,"keywords":130,"publishedAt":27},"01M70JH5PBZQD2RVJ3BPPKS9CQ","get-time-entry-billing","Add Time Entry and Billing Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Time Entry and Billing Agent.","https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Faibast-agents-library\u002Fblob\u002Fmain\u002Fsolutions\u002Ftime-entry-billing\u002FSKILL.md",[129],{"categoryNo":63,"categoryName":64,"taxonomyType":65,"taxonomyTypeDesc":66},[131,132,133,71,109,134,75,74,135,78,22,76,73,72,77],"get time entry billing","get time","time","entry","billing agent"]