Tax-Loss Harvesting Opportunity Identification Prompt

You are identifying systematic tax-loss harvesting opportunities. [PASTE: PORTFOLIO & TAX DATA - holdings with cost basis, current price, unrealized gains/losses, client marginal rate, prior losses, AMT status]. Produce ranked list: 1) For each position with loss: security, unrealized loss, tax value (loss × rate), holding period, wash sale risk, 2) Prioritized recommendations: rank by tax benefit, replacement security, timing, 3) Compliance checks: wash sale 30-day window, AMT exposure, 4) Impact summary: total tax savings, expected reduction in tax bill. Format: spreadsheet-style table with priority ranking and action items.