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, and funding a cash goal from equity. 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.
Skills
ISO exercise and AMT optimizer
Optimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT).
NSO exercise tax
Compute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling.
RSU sell-versus-hold
Compare selling vested restricted stock units (RSUs) at vest against holding them, on an after-tax, risk-adjusted basis.
Single-stock concentration analysis
Analyze a concentrated single-stock position and the after-tax cost of diversifying it.
Protective put and collar pricing
Price a protective put hedge for a stock position at a given downside protection level and tenor.
QSBS Section 1202 check
Check qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains 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.
System Capabilities
Input Modes
Output Modes
Streaming
✗ Not supportedCategory
General / FinanceOpenAPI/Endpoint URL
https://optionsahoy.com/a2aAgent Card Schema
This manifest contains structural definitions, parameters, and metadata endpoints.
{
"display_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, and funding a cash goal from equity. 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.",
"manifest_url": "https://optionsahoy.com/.well-known/agent-card.json",
"openapi_url": "https://optionsahoy.com/a2a",
"version": "0.1.0",
"category": "Finance",
"target_audience": "General",
"capabilities": [],
"skills": [
{
"name": "ISO exercise and AMT optimizer",
"description": "Optimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT)."
},
{
"name": "NSO exercise tax",
"description": "Compute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling."
},
{
"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."
},
{
"name": "Single-stock concentration analysis",
"description": "Analyze a concentrated single-stock position and the after-tax cost of diversifying it."
},
{
"name": "Protective put and collar pricing",
"description": "Price a protective put hedge for a stock position at a given downside protection level and tenor."
},
{
"name": "QSBS Section 1202 check",
"description": "Check qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains exclusion."
},
{
"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."
}
],
"default_input_modes": [
"text/plain"
],
"default_output_modes": [
"text/plain"
],
"extra": {
"protocolVersion": "0.3.0",
"preferredTransport": "JSONRPC",
"provider": {
"organization": "AlphaLatitude Inc.",
"url": "https://optionsahoy.com"
},
"documentationUrl": "https://optionsahoy.com/for-agents",
"iconUrl": "https://optionsahoy.com/icon.png"
},
"found": true,
"strategy": "manifest-a2a",
"protocol_std": "a2a"
}Actions
The **Agent Card** is a standardized JSON metadata schema containing the agent's capabilities, default inputs/outputs, and OpenAPI endpoints. Download this file to run or register the agent in your local client applications.