TD Ameritrade migrated my accounts to Schwab, and now my tax loss harvesting strategy for December is totally broken. How do I fix this mess today?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
TD Ameritrade migrated my accounts to Schwab, and now my tax loss harvesting strategy for December is totally broken. How do I fix this mess today?
2 real searches · 1 real-search pass
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 (2)
Classes come from the query-classifier (a local Laya model). 2 of 2 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT2 real searches · gpt-6
Charles Schwab TD Ameritrade migration cost basis tax lots missing transferred accounts wash sale tracking guidance 2026 Google ↗
IRS wash sale rule 30 days IRA substantially identical securities tax loss harvesting Publication 550 2026 Google ↗
- | A Guide to Your · schwab.com
- Publication 550 (2025), Investment Income and Expenses · irs.gov
- TD Ameritrade, Inc. is now at Schwab · schwab.com
- Other Enhancements · advisorservices.schwab.com
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
Charles Schwab TD Ameritrade migration cost basis tax lots missing transferred accounts wash sale tracking guidance 2026 OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
IRS wash sale rule 30 days IRA substantially identical securities tax loss harvesting Publication 550 2026 OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 |