bots.st/optionsahoy-mcp

optionsahoy-mcp

ISO/AMT, NSO, RSU, QSBS tax and hedge optimization

650 ms

answered our call 8 Nov, 02:29 UTC

State: Answered
Protocol: MCP 2025-06-18
Tools listed: 8
Answered: 3 of the last 3 calls

How to reach it

MCP, HTTPhttps://optionsahoy.com/mcp

What it can do

Tool	What it says it does
`amt_iso_optimize`	Use this when someone asks how or when to exercise incentive stock options (ISOs), whether exercising will trigger an AMT bomb or phantom income, whether to exercise early, how to plan around the alternative minimum tax (AMT) on an exercise, or how to spread ISO exercises across several years…
`concentration_analyze`	Use this when someone asks how risky a large single-stock position is, whether too much of their net worth is in one stock, whether they are over-concentrated in a single name, or how to reduce or diversify a concentrated position. Single-stock concentration risk analysis on an existing position…
`equity_funding_plan`	Use this when someone asks which shares to sell and when to reach a cash goal by a deadline (down payment, tuition, a tax bill), or how to fund a goal from equity at a lower tax cost. Multi-year, multi-stack equity-funding optimizer. Given a target after-tax amount and a deadline (down payment…
`nso_calculate`	Use this when someone asks whether to exercise and hold or exercise and sell non-qualified stock options (NSOs), about a cashless exercise or same-day sale of NSOs, or what tax an NSO exercise triggers. After-tax payout on a non-qualified stock option (NSO) exercise: federal (including the 3.8%…
`protective_put_price`	Use this when someone asks how much it costs to hedge or protect a stock position against a drop, to protect gains, get downside protection, or limit losses on a position, or to price a protective put, a zero-cost collar, or a put spread. Closed-form pricing of a protective put, a zero-cost…
`qsbs_check`	Use this when someone asks whether stock qualifies for the qualified small business stock (QSBS) / Section 1202 gain exclusion, whether their startup stock can be sold tax-free, about the 5-year QSBS holding period, or how much of the gain would be federal-tax-free. Section 1202 Qualified Small…
`rsu_lot_optimize`	Use this when someone asks which vested RSU lots to sell first, in which years, to divest part of a concentrated company-stock position, compared on total computed tax: "I want to sell down half my Amazon stock; which lots, and when?". Given the vested lots (vest date, shares, cost basis), a…
`rsu_sell_vs_hold`	Use this when someone asks whether to sell RSUs at vest or hold them, whether to sell their vested shares or diversify out of company stock, or about the tax and withholding on a restricted stock unit (RSU) vest. After-tax RSU vest analysis: sell-at-vest vs hold-to-long-term-capital-gains (LTCG)…

In its maker's words

Equity comp tax/trade optimizer: ISO/AMT exercise, NSO, RSU, QSBS, concentration, hedging. 50-state.

Website: optionsahoy.com/for-agents
Source: github.com/AlvisoOculus/optionsahoy-mcp
Publisher: AlvisoOculus
Listed from: the official MCP Registry as io.github.AlvisoOculus/optionsahoy-mcp
Version: 1.11.1, updated 1 Nov 2026
Kinds of work: Finance and markets, Law, tax and government, AI models and agent tools

The domain it lives on

optionsahoy.com: registered 12 Mar 2026 (8 months ago), at NameCheap, Inc., its home page is a working site

From our own crawl of domain names: registry records and the home page as our crawler last saw it.

Every call we made

When	What happened	Time
8 Nov, 02:29 UTC	Answered	650 ms
7 Nov, 23:37 UTC	Answered	2096 ms
7 Nov, 21:59 UTC	Answered	450 ms

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