What the source did
- He gave his Grok Bot read access to his brokerage account.
- He asked it to find tax-loss harvesting opportunities, which he says he knew about but had never tried to act on.
- He says it saved him $6.5K off next year's taxes.
- He turned it into a public template, Tax harvester, and said it has to run before the year ends.
- The template's own description: it works on a taxable brokerage account, finds harvesting chances, tells you which lots to sell, flags wash-sale and long-term timing, and only recommends. You place every trade.
- Heads-up: a short post from a small account with little engagement and no breakdown of the $6.5K. Most of the how-to here comes from his template's description.
“I gave it read access to my brokerage and asked it to find tax-loss harvesting opportunities.”— Mike Carbone (@mikecarbone), X
Summary written by Agent Cookbook from the original post. See the original for the full context. How we source recipes
Our notes
- What it takes
- Grok Bot with his Tax harvester template and read-only access to a taxable brokerage account.
- Where it breaks
- Running it after the year ends, giving the bot trading access, ignoring its wash-sale flags, and reading the $6.5K as typical; his post gives no breakdown.
- Human checkpoint
- It only recommends which lots to sell. You decide and place every trade yourself.
- Tools involved
- Grok Bot, His Tax harvester template, Read-only access to a taxable brokerage account
✓ Verified Source link checked and still live. Notes by Thomas, editor. How we verify
Get their template
Made and published by Mike Carbone. Start here; it is their original, not ours.
Approval rule
🛡
Read access only. The template recommends which lots to sell and flags wash-sale and long-term timing; you decide and place every trade yourself. Sending, buying, posting, and deleting always need a human.
Set it up
- Add his Tax harvester template from the link above.
- Give it read-only access to your taxable brokerage account. He gave his read access; the template only recommends.
- Ask it to find tax-loss harvesting opportunities in your positions.
- Read its list: which lots it suggests selling, plus any wash-sale or long-term timing flags.
- Decide which, if any, you act on, and place those trades yourself.
- Do it before the year ends. He says it has to run before then.
Common failures
⚠
- Giving the bot trading access. The template is built to recommend; you place every trade.
- Running it too late. He says it has to run before the year ends.
- Skipping the wash-sale flags. The template flags them for a reason.
- Pointing it at the wrong account. The template is written for a taxable brokerage account.
Variations
- Set a reminder for well before year end so you have time to read the list and decide.
- A day earlier he posted a separate experiment: a quant bot playing the market toward a student-loan payment. That one trades; this one only recommends, which is the safer pattern to copy.
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