Public: Exit planner
PublicInvesting & Markets
PerplexitySkill
Load when the user is weighing selling, trimming, or exiting a specific holding — "should I sell my NVDA," "take profits on AAPL," "trim half my position," "what happens tax-wise if I dump this." Fires even when taxes go unmentioned, including which lots to sell of a named holding. For scanning the account for harvestable losses or wash-sale review, see public-tax-lot-review.