OptionsAhoy Equity Planner

OptionsAhoy Equity Planner

v1.10.1•AlphaLatitude Inc.

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.

Launch agent website ↗

Skills

• ISO exercise and AMT optimizer

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

  isoamtexercise-timingequity-compensationtax

• 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

• 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

• Single-stock concentration analysis

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

  concentrationsingle-stock-riskhedging

• 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

• QSBS Section 1202 check

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

  qsbssection-1202tax-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

• 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

Integration

import asyncio
from a2a_registry import AsyncRegistry

async def main():
    async with AsyncRegistry() as registry:
        agent = await registry.get_by_id("d1bca6b1-b42f-4a82-a153-db35d6d71561")
        client = await agent.async_connect()
        print(f"Connected to {agent.name}")

asyncio.run(main())