OptionsAhoy

Equity comp tax planning

Exercise now or wait. Sell at vest or hold.

What you can ask

10,000 vested RKLB ISOs granted 2022, $5 strike, now $100. Single in CA, $200K income. Minimize AMT over 3 years.
Example path ·

MCP connector

Server URL: https://optionsahoy.com/mcp
Login: None
Protocol: MCP 2024-11-05
Instructions: OptionsAhoy's tools compute US equity-compensation tax results from the inputs supplied: ISO exercise schedules and AMT, NSO and RSU sell-or-hold comparisons, RSU lot ordering, single-stock concentration, hedge pricing, QSBS qualification, and sale schedules that fund a cash goal. The multi-year, multi-state tax interactions are computed inside the tools, and the underlying tax math is independently verified.
Input discipline, the rule that matters most: never invent an input value. Every number these tools compute on comes from the user, from a documented resolver, or from a documented default or placeholder, and from nothing else. The tools range-check what they are given but cannot tell a supplied figure from a guessed one, so a plausible volatility, growth rate, or income passes validation and returns a confident, wrong answer with no error. An omitted required field returns an error naming that field. When a required value is missing, ask the user for that specific field before calling.
Which tool answers which question (one tool per line):
exercising ISOs, or the AMT on an exercise ->
NSO (non-qualified option) exercise, exercise-and-hold vs exercise-and-sell ->
RSU vest, sell-at-vest vs hold ->
how risky or concentrated a single-stock position is, or how to diversify ->
cost to hedge or protect a position (protective put, collar, put spread) ->

Tools

Reads data8

Skills

1 in the ChatGPT listing

What you can ask

10,000 vested RKLB ISOs granted 2022, $5 strike, now $100. Single in CA, $200K income. Minimize AMT over 3 years.

Example path ·

MCP connector

Server URL

https://optionsahoy.com/mcp

None

Protocol

MCP 2024-11-05

Instructions

OptionsAhoy's tools compute US equity-compensation tax results from the inputs supplied: ISO exercise schedules and AMT, NSO and RSU sell-or-hold comparisons, RSU lot ordering, single-stock concentration, hedge pricing, QSBS qualification, and sale schedules that fund a cash goal. The multi-year, multi-state tax interactions are computed inside the tools, and the underlying tax math is independently verified.

Input discipline, the rule that matters most: never invent an input value. Every number these tools compute on comes from the user, from a documented resolver, or from a documented default or placeholder, and from nothing else. The tools range-check what they are given but cannot tell a supplied figure from a guessed one, so a plausible volatility, growth rate, or income passes validation and returns a confident, wrong answer with no error. An omitted required field returns an error naming that field. When a required value is missing, ask the user for that specific field before calling.

Which tool answers which question (one tool per line):

exercising ISOs, or the AMT on an exercise ->

NSO (non-qualified option) exercise, exercise-and-hold vs exercise-and-sell ->

RSU vest, sell-at-vest vs hold ->

how risky or concentrated a single-stock position is, or how to diversify ->

cost to hedge or protect a position (protective put, collar, put spread) ->