Content
82%Weight 40%Scale 1-5Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.
The content is a well-structured, actionable workflow with concrete financial guidance and a real pre-execution checkpoint. It is efficient and clearly organized, though minor verbosity and the absence of an explicit feedback loop keep it just below top marks.
Suggestions
Add an explicit post-execution verification step (e.g. re-check wash-sale windows after trades fill) to form a clear validate→fix→retry loop in the workflow.
Trim overlap between Step 4 and the 'Important Notes' section — state the household-account coordination rule once to reduce redundancy.
Consider moving the replacement-security examples and rationale into a separate reference file to keep the core workflow lean while retaining detail.
| Dimension | Reasoning | Score |
|---|---|---|
Conciseness | Largely lean tables and templates with domain-specific notes, but a few 'Important Notes' items restate points already made in Step 4 (household-account coordination), which could be trimmed. | 4 / 5 |
Actionability | Highly concrete instruction-only guidance: real replacement pairs (SPY→IVV, VXUS→ACWX), explicit tax-savings math, and precise 30-day lookback/forward wash-sale rules, covering the common cases. | 5 / 5 |
Workflow Clarity | A clear 7-step sequence with a genuine pre-execution validation checkpoint (Step 4 wash-sale verification), though it lacks an explicit validate→fix→retry feedback loop and a post-execution verification step. | 4 / 5 |
Progressive Disclosure | No bundle files are provided and none are referenced; the single well-sectioned file is appropriately organized, with only minor opportunity to split detailed reference tables (e.g. replacement securities) into a separate file. | 4 / 5 |
Total | 17 / 20 Passed |