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Evaluate_all_harvest

As explained in Build a Robo-Advisor with Python (From Scratch)

evaluate_all_harvest is a book-specific function that evaluates harvesting trades across all holdings in an exchangeable ETF set.

evaluate_all_harvests generates tax-loss harvesting trades across all currently held assets by evaluating each exchangeable ETF set and combining its eligible results.

Example with multiple ETF lots

For VTI, ITOT, SCHB, and SPTM holdings priced at $80, the evaluation sells every listed lot except the ITOT lot and uses ITOT as the replacement for each sale.

How Build a Robo-Advisor with Python (From Scratch) covers it

How deep it goes
Implements orchestration and delegates eligibility, tax, trading-cost, opportunity-cost, and wash-sale handling to helper functions.
Examples
Uses VTI, ITOT, SCHB, and SPTM lots, prices, tax parameters, spreads, and replacement-trade outputs.
What it assumes
Assumes holdings, prices, tax parameters, volatility estimates, dividend yields, spreads, dates, and ETF-set definitions.
What you can do after
Apply it via Python to generate harvesting trades and replacement ETFs for all eligible holdings.
How it connects
Connects tax-loss harvesting with exchange-traded funds, wash sales, trading costs, opportunity costs, and tax rates.
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Related concepts

This explainer was generated by Manning's knowledge graph from the text of Build a Robo-Advisor with Python (From Scratch). The section links point to the parts of the book it draws on.