I used AI to close an investment position for tax loss harvesting

A man talked with AI for an hour about tax loss harvesting, then used Scalable Capital's MCP access to close a position in his own account. He never left the terminal.

How it works

Talks with AI for an hour about tax loss harvesting
Uses Scalable Capital MCP access from the terminal
A position in his account is closed

Why it’s worth knowing

His broker is not allowed to give tax advice, but the AI talked through the tax move for an hour and then closed the position through the broker's own MCP link.

Where it’s from

Summarized from a public post on bsky.app. See the original ↗

Upgraded prompt

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