# Kymera Tax Optimizer

> A Claude skill from astoreyai/claude-skills.

- **Type:** Skill
- **Install:** `agentstack add skill-astoreyai-claude-skills-kymera-tax-optimizer`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [astoreyai](https://agentstack.voostack.com/s/astoreyai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [astoreyai](https://github.com/astoreyai)
- **Source:** https://github.com/astoreyai/claude-skills/tree/master/kymera-tax-optimizer

## Install

```sh
agentstack add skill-astoreyai-claude-skills-kymera-tax-optimizer
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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

1. **Process Quarterly P&L**
   ```
   /kymera-tax-optimizer quarter Q1
   ```

2. **Project Annual Tax**
   ```
   /kymera-tax-optimizer project-annual
   ```

3. **Tax-Loss Harvesting**
   ```
   /kymera-tax-optimizer harvest-losses
   ```

4. **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](https://github.com/astoreyai)
- **Source:** [astoreyai/claude-skills](https://github.com/astoreyai/claude-skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-astoreyai-claude-skills-kymera-tax-optimizer
- Seller: https://agentstack.voostack.com/s/astoreyai
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.