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taxfolio-mcp

Enables tax-loss harvesting and tax-aware portfolio rebalancing via LLM agents, allowing users to identify selling opportunities and substitute holdings based on return correlation.

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○ Schema Quality — Protocol — Reliability ○ Docs & Maintenance ○ Security Hygiene — Schema Interpretability
Schema Quality
42% weight
Protocol Compliance
N/A
Local server
Reliability
N/A
Local server
Docs & Maintenance
25% weight
Security Hygiene
33% weight
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