quantmodel — Implement personalized tax profiles and Smart Tax Lots

Objective

Implement personalized tax profiles and Smart Tax Lots.

Notes: Added catalog-tax-v1 profile validation and deterministic smart_tax_lots selection while preserving FIFO; 30 focused/Meta export tests pass.

Approach

Reuses existing report research/findings/catalog-tax-lots-t256.md — tables/metrics preserved verbatim via source_report pointer. Body below summarizes grounded evidence from that report and adjacent artifacts.

Files / code / data changed

No commit SHA confidently associated with t256 in sampled log [reconstructed — uncertain].
Source report: research/findings/catalog-tax-lots-t256.md
Task-history entry: research/findings/task-history.json#t256

Results

Conclusions and metrics are in research/findings/catalog-tax-lots-t256.md; see detail page for preserved tables/metrics.

Conclusions

[reconstructed — uncertain] Outcome inferred from status done and task note.

Problems / follow-ups

See source report or PR discussion for follow-ups. No unsupported follow-ups fabricated.