Unrealized Loss Harvesting Opportunity Scanner

Input schema

{
  "type": "object",
  "required": [
    "lots",
    "recent_purchases"
  ],
  "properties": {
    "lots": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "lot_id",
          "symbol",
          "quantity",
          "cost_basis",
          "current_price",
          "acquire_date"
        ],
        "properties": {
          "lot_id": {
            "type": "string"
          },
          "symbol": {
            "type": "string"
          },
          "quantity": {
            "type": "number"
          },
          "cost_basis": {
            "type": "number"
          },
          "acquire_date": {
            "type": "string"
          },
          "current_price": {
            "type": "number"
          }
        }
      }
    },
    "tax_rate": {
      "type": "number",
      "default": 0.37
    },
    "recent_purchases": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "symbol",
          "date"
        ],
        "properties": {
          "date": {
            "type": "string"
          },
          "symbol": {
            "type": "string"
          }
        }
      }
    }
  }
}

Output