Kymera Tax Optimizer
A Claude skill from astoreyai/claude-skills.
Install
$ agentstack add skill-astoreyai-claude-skills-kymera-tax-optimizer ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-astoreyai-claude-skills-kymera-tax-optimizer) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Kymera Tax Optimizer
Manages quarterly tax planning and extraction for the trading strategy. Ensures tax compliance and optimizes extraction timing.
Capabilities
- Quarterly Tax Calculation: Federal + state tax calculation
- Tax Extraction: 37% safety margin extraction to reserve
- Tax-Loss Harvesting: Identify harvesting opportunities
- Annual Projections: Project year-end tax liability
- Payment Scheduling: Estimated quarterly payment schedule
- Compliance Tracking: Filing requirement tracking
Use Cases
- Process Quarterly P&L
`` /kymera-tax-optimizer quarter Q1 ``
- Project Annual Tax
`` /kymera-tax-optimizer project-annual ``
- Tax-Loss Harvesting
`` /kymera-tax-optimizer harvest-losses ``
- Annual Summary
`` /kymera-tax-optimizer annual-summary ``
Key Parameters
Extraction Rate: 37% safety margin
- Covers federal taxes (up to 37%)
- Covers state taxes (e.g., 5% CA)
- Safety buffer for unexpected liability
Payment Schedule:
- Q1: April 15
- Q2: June 15
- Q3: September 15
- Q4: January 15 (next year)
Tax Categories
- Short-term gains (<1 year): Ordinary income rates
- Long-term gains (≥1 year): Preferential rates (15%)
- Net Investment Income Tax (NIIT): 3.8% on excess over $200k
- State taxes: Varies by state (5% for CA)
Integration
Works with:
- Portfolio and MR trading systems
- Risk adjuster
- Unified dashboard
- Annual planning
Compliance
Generates documents for:
- Form 8949 (Sales of Capital Assets)
- Schedule D (Capital Gains and Losses)
- Form 1040 (Income Tax Return)
- Quarterly estimated payments
Author
Aaron Storey | Kymera Strategy (Nov 2025)
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: astoreyai
- Source: astoreyai/claude-skills
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.