OptionsAhoy Equity Planner

{
  "protocolVersion": "0.3.0",
  "name": "OptionsAhoy Equity Planner",
  "description": "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.",
  "url": "https://optionsahoy.com/a2a",
  "preferredTransport": "JSONRPC",
  "version": "1.10.2",
  "provider": {
    "organization": "AlphaLatitude Inc.",
    "url": "https://optionsahoy.com"
  },
  "capabilities": {
    "streaming": false,
    "pushNotifications": false,
    "stateTransitionHistory": false
  },
  "defaultInputModes": [
    "text/plain"
  ],
  "defaultOutputModes": [
    "text/plain"
  ],
  "documentationUrl": "https://optionsahoy.com/for-agents",
  "iconUrl": "https://optionsahoy.com/icon.png",
  "skills": [
    {
      "id": "amt_iso_optimize",
      "name": "ISO exercise and AMT optimizer",
      "description": "Optimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT).",
      "tags": [
        "iso",
        "amt",
        "exercise-timing",
        "equity-compensation",
        "tax"
      ],
      "examples": [
        "When and how many of my 20,000 incentive stock options should I exercise over 4 years to minimize alternative minimum tax?"
      ]
    },
    {
      "id": "nso_calculate",
      "name": "NSO exercise tax",
      "description": "Compute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling.",
      "tags": [
        "nso",
        "non-qualified-stock-options",
        "tax"
      ],
      "examples": [
        "How much tax will I owe if I exercise 5,000 non-qualified stock options, and should I sell at exercise or hold?"
      ]
    },
    {
      "id": "rsu_sell_vs_hold",
      "name": "RSU sell-versus-hold",
      "description": "Compare selling vested restricted stock units (RSUs) at vest against holding them, on an after-tax, risk-adjusted basis.",
      "tags": [
        "rsu",
        "vesting",
        "capital-gains"
      ],
      "examples": [
        "My restricted stock units just vested. Should I sell now or hold for long-term capital gains?"
      ]
    },
    {
      "id": "concentration_analyze",
      "name": "Single-stock concentration analysis",
      "description": "Analyze a concentrated single-stock position and the after-tax cost of diversifying it.",
      "tags": [
        "concentration",
        "single-stock-risk",
        "hedging"
      ],
      "examples": [
        "Eighty percent of my net worth is in one company's stock. How much should I sell down?"
      ]
    },
    {
      "id": "protective_put_price",
      "name": "Protective put, collar, and put spread pricing",
      "description": "Price a protective put, a zero-cost collar, and a put spread for a stock position at a given downside protection level and tenor.",
      "tags": [
        "hedging",
        "protective-put",
        "zero-cost-collar",
        "put-spread",
        "options-pricing"
      ],
      "examples": [
        "What would a protective put, a zero-cost collar, or a put spread on my 10,000 shares cost?"
      ]
    },
    {
      "id": "qsbs_check",
      "name": "QSBS Section 1202 check",
      "description": "Check qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains exclusion.",
      "tags": [
        "qsbs",
        "section-1202",
        "tax-exclusion"
      ],
      "examples": [
        "Do my shares qualify for the Section 1202 qualified small business stock exclusion?"
      ]
    },
    {
      "id": "equity_funding_plan",
      "name": "Fund a cash goal from equity",
      "description": "Plan which equity lots to sell, and when, to fund a cash goal by a target date with the least after-tax cost.",
      "tags": [
        "equity-funding",
        "liquidity",
        "planning"
      ],
      "examples": [
        "I need 200,000 dollars after tax for a down payment in 2 years. What should I sell and when?"
      ]
    },
    {
      "id": "rsu_lot_optimize",
      "name": "Pick which RSU lots to sell first",
      "description": "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.",
      "tags": [
        "rsu-lot-order",
        "diversification",
        "planning"
      ],
      "examples": [
        "I want to sell down half my company stock over 2 years. Which of my vested lots should I sell, and when?"
      ]
    }
  ]
}