Overview
The Tax Loss Harvesting Agent is an AI-powered tax planning assistant that continuously scans client portfolios to identify tax loss harvesting opportunities without requiring manual reviews. It automatically detects unrealized losses, checks for potential wash sale violations, and recommends tax-efficient offset strategies that can reduce capital gains taxes while preserving a client's target asset allocation. Designed specifically for financial advisors, the agent operates inside Hive's secure, compliance-first AI workspace, integrates with CRM, financial planning, and custodial platforms, and performs ongoing monitoring so advisors can capture tax-saving opportunities throughout the year rather than only during periodic portfolio reviews.
