OptionsAhoy Equity Planner

com.optionsahoyAlpha Latitude Inc.Registered: Jul 2, 2026
Verified

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

Text (default)

Output Modes

Text (default)

Streaming

✗ Not supported

Category

General / Finance

OpenAPI/Endpoint URL

https://optionsahoy.com/a2a

Agent 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

Test in Playground

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.

Registry Metadata

RegisteredJul 2, 2026
Last UpdatedJul 2, 2026
Standarda2a
Sourcewebsite