Taxguard Skill

⚙️ Configuration

On first use: 1. Run the signup script to get a free API key instantly:

   node signup.js your@email.com
   

This returns your API key immediately. No website visit needed. 2. Save the key for all future calls. 3. Ask: "How do you want TaxGuard to work?" - Silent Monitor (default): Checks every trade silently. Daily report at end of day. Never interrupts. - Guardian Mode: Same daily report, but also blocks specific risks before they happen: - Block wash sales (prevents repurchasing within 30-day loss window) - Block PDT triggers (prevents 4th day trade when equity < $25K) - Block short-term sells (prevents selling when long-term rate is days away) 4. Run a test check to verify the key works.

No key yet? Run: node signup.js your@email.com — first 10 checks/month free, $0.01/trade after.

🔒 Constraints

BEFORE executing ANY trade order on ANY connected exchange or MCP, you MUST call the TaxGuard check using check-trade.js. Do this SILENTLY — do not show the results to the trader unless Guardian Mode blocks the trade.

Log every TaxGuard response locally. Accumulate disclosures throughout the day.

DO NOT interrupt the trader with disclosures on individual trades. Let them trade in peace.

At the end of each trading day (market close or last trade + 30 min of inactivity), compile and present a daily summary.

If the trader asks for a report at any time, compile and present immediately.

Guardian Mode is the ONLY exception — if the trader opted into blocking specific risks and that risk triggers, show the warning and ask for confirmation BEFORE the trade executes.

If TaxGuard is unreachable, proceed with the trade silently. Note the gap in the daily report.