Real ChatGPT answer · index seedHFKP0NQYu3ocompleteFinance and banking · investing and brokeragescomparison
How does tax loss harvesting work in automated accounts versus doing it manually in our family brokerage account at TD Ameritrade now Schwab?
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
How does tax loss harvesting work in automated accounts versus doing it manually in our family brokerage account at TD Ameritrade now Schwab?
3 real searches · 1 real-search pass
IRS tax loss harvesting capital losses wash sale rule substantially identical securities 30 days publicationGoogle ↗
OBSERVEDReason
Charles Schwab automated tax loss harvesting Intelligent Portfolios tax loss harvesting eligibility 2026Google ↗
OBSERVEDConsequence
Charles Schwab tax loss harvesting wash sale across accounts spouse IRA rulesGoogle ↗
OBSERVEDReason
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 3 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
IRS tax loss harvesting capital losses wash sale rule substantially identical securities 30 days publication Google ↗
Charles Schwab automated tax loss harvesting Intelligent Portfolios tax loss harvesting eligibility 2026 Google ↗
Charles Schwab tax loss harvesting wash sale across accounts spouse IRA rules Google ↗
- Automated Investing | Schwab Intelligent Portfolios · schwab.com
- Important Tax Loss Harvesting Limitations and Disclosures · schwab.com
- About Schwab Intelligent Portfolios · schwab.com
- Publication 550 (2025), Investment Income and Expenses · irs.gov
- Wash-Sale Rule: How It Works & What to Know · schwab.com
- Instructions for Schedule D (Form 1040) (2025) · irs.gov
- Important Tax Loss Harvesting Limitations and Disclosures · schwab.com
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS tax loss harvesting capital losses wash sale rule substantially identical securities 30 days publication OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
Charles Schwab automated tax loss harvesting Intelligent Portfolios tax loss harvesting eligibility 2026 OBSERVED | Google ↗ AI Mode ↗ | — | Consequence | — | — | 1x of 1 | |
Charles Schwab tax loss harvesting wash sale across accounts spouse IRA rules OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 |