70trust / 100

Optionsahoy MCP

by optionsahoy.com in Markets & finance

MCP serverPassing, checked 3 h ago

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

https://optionsahoy.com/mcp
Tools
8
open to any client
Uptime
100%
last 30 days
Response time
227 ms
471 ms slowest 5%
Last check
Passed
3 h ago, next in 3 h

Scan it nowHow to connect

Reliability

All checks passedSome failedAll failedNot checked

Status and outage history · Atom feed · Watch with other listings

How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "optionsahoy-mcp": {
      "type": "http",
      "url": "https://optionsahoy.com/mcp"
    }
  }
}

8 tools

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

Security scan

7 findings

  • Unusually long description in tool:amt_iso_optimize
    amt_iso_optimize (amt iso optimize) Use this when someone asks how or when to ex…
  • Unusually long description in tool:nso_calculate
    nso_calculate (nso calculate) Use this when someone asks whether to exercise and…
  • Unusually long description in tool:concentration_analyze
    concentration_analyze (concentration analyze) Use this when someone asks how ris…
  • Unusually long description in tool:protective_put_price
    protective_put_price (protective put price) Use this when someone asks how much …
  • Unusually long description in tool:qsbs_check
    qsbs_check (qsbs check) Use this when someone asks whether stock qualifies for t…
  • Unusually long description in tool:equity_funding_plan
    equity_funding_plan (equity funding plan) Use this when someone asks which share…
  • Unusually long description in tool:rsu_lot_optimize
    rsu_lot_optimize (rsu lot optimize) Use this when someone asks which vested RSU …

Recent checks

WhenResultHTTPTime
3 h agoPassed200299 ms
13 h agoPassed200280 ms
24 h agoPassed200181 ms
35 h agoPassed200227 ms
45 h agoPassed200197 ms
Show 10 older checks
2 days agoPassed200202 ms
3 days agoPassed200359 ms
3 days agoPassed200198 ms
4 days agoPassed200266 ms
4 days agoPassed200216 ms
4 days agoPassed200201 ms
5 days agoPassed200285 ms
5 days agoPassed200185 ms
5 days agoPassed200471 ms
6 days agoPassed200263 ms