OptionsAhoy Equity Planner bronze

optionsahoy-mcp.pages.dev

“Answers equity-compensation planning questions by calling the OptionsAhoy calculators: incentive stock option and alternative minimum tax (AMT) exercise timing, non-qualified stock options, restricted stock unit sell-versus-hold, qualified small business stock (QSBS), single-stock concentration, protective-put hedging, funding a cash goal from equity, and choosing which vested RSU lots to sell first. The financial math is deterministic and verifiable (https://optionsahoy.com/verification); OptionsAhoy's API is keyless. Send a message with a data part {"skill":"<id>","input":{...}} to run a calculator.

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First seen: 24 Aug 2026

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Last checked: 1d ago

What this agent says it can do

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ISO exercise and AMT optimizer

Optimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT).

isoamtexercise-timingequity-compensationtax

Examples it gives

When and how many of my 20,000 incentive stock options should I exercise over 4 years to minimize alternative minimum tax?

NSO exercise tax

Compute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling.

nsonon-qualified-stock-optionstax

Examples it gives

How much tax will I owe if I exercise 5,000 non-qualified stock options, and should I sell at exercise or hold?

RSU sell-versus-hold

Compare selling vested restricted stock units (RSUs) at vest against holding them, on an after-tax, risk-adjusted basis.

rsuvestingcapital-gains

Examples it gives

My restricted stock units just vested. Should I sell now or hold for long-term capital gains?

Single-stock concentration analysis

Analyze a concentrated single-stock position and the after-tax cost of diversifying it.

concentrationsingle-stock-riskhedging

Examples it gives

Eighty percent of my net worth is in one company's stock. How much should I sell down?

Protective put, collar, and put spread pricing

Price a protective put, a zero-cost collar, and a put spread for a stock position at a given downside protection level and tenor.

hedgingprotective-putzero-cost-collarput-spreadoptions-pricing

Examples it gives

What would a protective put, a zero-cost collar, or a put spread on my 10,000 shares cost?

QSBS Section 1202 check

Check qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains exclusion.

qsbssection-1202tax-exclusion

Examples it gives

Do my shares qualify for the Section 1202 qualified small business stock exclusion?

Fund a cash goal from equity

Plan which equity lots to sell, and when, to fund a cash goal by a target date with the least after-tax cost.

equity-fundingliquidityplanning

Examples it gives

I need 200,000 dollars after tax for a down payment in 2 years. What should I sell and when?

Pick which RSU lots to sell first

Choose which vested RSU lots to sell, and in which years, to divest a target share fraction at the lowest computed tax, versus a first-in-first-out sell order.

rsu-lot-orderdiversificationplanning

Examples it gives

I want to sell down half my company stock over 2 years. Which of my vested lots should I sell, and when?

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