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WealthPulse Year-End Tax Optimization
x402
WealthPulse Year-End Tax Optimization is a paid API for AI agents from wealthpulse-phi.vercel.app, paid per call via x402, $0.15/call, status unknown (last checked 2026-09-15).
Analyzes year-end tax-saving opportunities including Roth conversions, tax-loss harvesting, contribution deadlines, and ranked action items before December 31
Price / call$0.15
Success—
StatusUnknown
How this service works
What tax moves should I make before December 31? Year-end tax-optimization plan with ranked, deadline-specific moves — Roth conversions, tax-loss harvesting, contribution limits, and charitable strategies — by income, filing status, and state. For wealth and tax agents.
Output
A ranked list of actionable year-end tax-saving moves including Roth conversion analysis, tax-loss harvesting candidates, retirement account contribution deadlines, and prioritized steps to take before December 31, tailored to the user's financial situation
Example use cases
Example prompt
“I'm in the 24% tax bracket, married filing jointly, with about $80k in capital gains and $30k in unrealized losses this year — what are my best ranked tax moves to make before December 31, including whether a Roth conversion makes sense?”
Technical details
Endpoint
GEThttps://wealthpulse-phi.vercel.app/api/wealth/taxWhen to prefer
Use this endpoint when a user needs year-end tax planning guidance specifically — Roth conversions, tax-loss harvesting, contribution deadline tracking, and ranked before-Dec-31 moves. Prefer over generic financial advice endpoints when the tax calendar urgency and ranked action output are important.
Side effects
- Missing required financial inputs (income, tax bracket) result in generic rather than personalized recommendations
- Incomplete portfolio data limits tax-loss harvesting analysis
- Requests made after December 31 may yield inapplicable year-end advice
- Ambiguous filing status may produce inaccurate income limit calculations
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| inputrequired | object | |
| output | object |
Output
Schema · Response
{
"type": "json",
"example": {
"disclaimer": "For informational purposes only. Not tax advice. Consult a CPA or tax advisor before making material changes, especially for Roth conversions and tax-loss harvesting strategies.",
"amazon_link": "https://www.amazon.com/s?k=tax+optimization+strategies&tag=pulsenetwork7-20",
"amazon_search": "tax optimization strategies",
"biggest_wins_summary": [
"Max 401(k) contribution",
"Harvest losses before December 31",
"Fund HSA if eligible"
],
"estimated_tax_bracket": {
"note": "Income of $145,000 falls in the 24% federal bracket for 2026",
"filing_status": "single",
"federal_marginal_rate": "24%"
},
"year_end_deadline_moves": [
{
"applies": true,
"deadline": "December 31",
"priority": "high",
"strategy": "Max out 401(k)",
"description": "Contribute up to the $23,500 limit before December 31",
"estimated_savings": "~$5,640 in federal tax"
},
{
"applies": true,
"deadline": "December 31",
"priority": "medium",
"strategy": "Tax-loss harvesting",
"description": "Sell losing positions to offset capital gains",
"estimated_savings": "varies by portfolio"
}
],
"roth_conversion_opportunity": {
"reasoning": "Room remains before the next bracket",
"applicable": true,
"bracket_ceiling": "~$45,000 more before hitting 32%"
}
}
}Tags
x402
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