OptionsAhoy Equity Planner

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.

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

How to call

https://optionsahoy.com/a2a

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