Decision Queue — Gate Reviews & Proposals · August 24, 2026

Tax-Loss Harvest Trade List — Candidate Sells (Review, Do Not Auto-Trade)

Tax-Loss Harvest Trade List — Candidate Sells (Review, Do Not Auto-Trade)

Generated: 2026-08-24 | Prices: 2026-08-21 close — CRWV 87.83, TSLL 9.78 | Basis: equity_tax_lots.json

IMPORTANT — review before executing. This is a *candidate* sell list generated from your real tax-lot data. Nothing here is auto-traded and no order has been or will be placed on your behalf. You must review each lot, confirm current prices, account for commissions/partial fills, and consider the wash-sale window and your full tax picture before submitting any orders yourself.

What this lists

  • CRWV — ALL 6 lots harvested (full exit). This is the cleanest harvest: all short-term, all at a loss. Realized short-term $-5,752.99.
  • TSLL — only the losing lots are harvested (8 short-term + 12 long-term = 20 lots). The 8 gain lots are excluded (you keep those positions). Harvested realized loss $-9,108.07.
  • Combined harvested realized loss: $-14,861.06 across 26 lots / 3,430 shares.

Wash-sale stay-out window

  • Assumed harvest/execution date: 2026-08-24 (today).
  • Avoid re-buying a *substantially identical* security for 30 days after the loss sale, or the loss is disallowed.
  • CRWV: do not rebuy CRWV until 2026-09-23.
  • TSLL: do not rebuy TSLL until 2026-09-23 given harvest on 2026-08-24. Note the most recent TSLL buy (2026-07-23) falls inside the current look-back, so do not re-enter before 2026-09-23.
The 30-day window applies both before and after the sale — avoid acquiring a substantially identical position within 61 days centered on the sale.

Totals

SymbolLotsSharesRealized loss
CRWV (ST, all)6300$-5,752.99
TSLL (harvested losers)203,130$-9,108.07
Total263,430$-14,861.06

CSV layout

harvest_trade_list.csv columns: symbol, open_lot_id, open_date, term, shares, cost_per_share, current_price, proceeds, realized_loss.
proceeds = current_price × shares; realized_loss = (current_price − cost_per_share) × shares (negative = a loss to harvest; positive = a gain, excluded for TSLL).
Each row is a specific tax lot identified by its real open_lot_id.

Per-lot detail

Symbolopen_datetermsharescost/sharepriceproceedsrealized_loss
CRWV2026-05-13ST1107.6987.8387.83-19.86
CRWV2026-06-01ST1125.3487.8387.83-37.51
CRWV2026-06-03ST8120.0087.83702.64-257.36
CRWV2026-06-12ST1103.3787.8387.83-15.54
CRWV2026-06-22ST200112.0687.8317,566.00-4,846.00
CRWV2026-06-26ST8994.3187.837,816.87-576.72
TSLL2025-01-06LT128.479.789.78-18.69
TSLL2025-01-13LT9927.509.78968.22-1,754.28
TSLL2025-01-13LT10027.639.78978.00-1,785.00
TSLL2025-01-13LT10027.829.78978.00-1,804.00
TSLL2025-02-27LT10013.609.78978.00-382.00
TSLL2025-03-04LT50011.049.784,890.00-630.00
TSLL2025-03-07LT10010.509.78978.00-72.00
TSLL2025-03-07LT20010.009.781,956.00-44.00
TSLL2025-06-05LT1,00010.419.789,780.00-630.00
TSLL2025-06-05LT3012.909.78293.40-93.60
TSLL2025-06-17LT10016.709.78978.00-692.00
TSLL2025-06-27LT10012.209.78978.00-242.00
TSLL2026-03-20ST5013.009.78489.00-161.00
TSLL2026-03-30ST5011.539.78489.00-87.50
TSLL2026-04-02ST10011.449.78978.00-166.00
TSLL2026-04-02ST10011.449.78978.00-166.00
TSLL2026-04-06ST10011.509.78978.00-172.00
TSLL2026-04-07ST10010.509.78978.00-72.00
TSLL2026-04-07ST10010.469.78978.00-68.00
TSLL2026-04-07ST10010.469.78978.00-68.00

Disclaimer

This material is informational only and is not tax, investment, or trading advice. Realized-loss harvesting has real tax consequences (offset of capital gains and up to $3,000/year of ordinary income, wash-sale rules, state taxes, etc.). Consult a qualified tax professional before executing. You are solely responsible for any trades you place. No trades were or will be executed automatically by this tool.

Read-only research corpus mirror · insight layer only — nothing here executes a trade.
library-page.py