What the agent did
He gave Grok Bot read access to his brokerage account and asked it to find tax-loss harvesting opportunities, something he knew about but had never acted on. He then shared the setup as a template.
Result, as claimed
"my grok bot just saved me $6.5k off next year's taxes"
This is the result as the person described it in public. It has not been checked and is not a typical outcome.
Proof
Try it yourself
A read-only assistant that reviews a taxable brokerage account for tax-loss harvesting chances and leaves every trade to you.
Difficulty: Intermediate
Prompt
Act as a tax-aware investing assistant for my taxable brokerage account at [broker]. Using read-only access or the export I give you, list positions with an unrealized loss above [amount]. For each, show which lots to sell, the loss, whether it is short or long term, and any wash-sale risk from buys in the last 30 days or planned buys in the next 30. Suggest a similar but not identical replacement if I want to stay invested. Only recommend. I place every trade. My tax year ends [date].Tools
- Tax harvester by Mike His public Grok Bot template
- Grok Bot The agent the template runs on
- ChatGPT Alternative if you paste in a holdings export instead of connecting the account
Steps
- Add the template or paste the prompt into your agent.
- Give it read-only access or a fresh holdings and lots export.
- Review each suggested sale and the wash-sale notes.
- Check the plan with your tax adviser, then place any trades yourself before the year ends.
Watch out: Tax rules differ by country and change, so treat the output as a list to check with a tax professional, not tax advice.
Starter version by Solopreneur Code