Agentic — INTU dossier

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INTU$325.62-50.77%

5d +6.4%earnings Nov 19in 31d52wk high $683.39 · -52.4%

6-month trend -19.6%

Realized P&L

-$387.52

Closed trades

Win rate

50%

Wash-sale gate

-$1,877.52 harvestable loss · risk HIGH · stay out until 2026-10-21 · still in stay-out

Loss sale(s) totaling $-1,877.52 in the realized month window; stay out of INTU until 2026-10-21 (30d). Same-ticker repurchase detected within the window — WASH-SALE RISK.

Library documents (3)

ACTION TRACKER - Single Source of Truth · Decision Queue

Options Strategy + Tax Recommendation · Decision Queue

Capital Allocation & Tax Playbook — Raj (account 476549654) · Playbook

Read-only insight page · assembled Oct 19, 2026 05:23 PM ET · not a trade recommendation; execution only in the agentic account after Raj agrees to a specific trade.