io.github.AlvisoOculus/optionsahoy-mcp

up checked 2026-11-11T15:37:54.010Z

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Publisher-provided description

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

Summary by lookupd

Models ISO/AMT, NSO, RSU, QSBS, concentration, and hedging decisions for equity compensation, with 50-state tax considerations.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http optionsahoy https://optionsahoy.com/mcp

Codex, remote (streamable-http)

codex mcp add optionsahoy --url https://optionsahoy.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "optionsahoy": {
      "url": "https://optionsahoy.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (8 tools)

Publisher-provided text

• 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 exe
• 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 N
• 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 an
• 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 i
• 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
• 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
• 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 equi
• 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 compu

Details

• Version: 1.11.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 460 ms
• First indexed: 2026-11-01T09:05:21.130Z
• Last seen in registry: 2026-11-01T17:17:14.145Z
• Repository: https://github.com/AlvisoOculus/optionsahoy-mcp
• Website: https://optionsahoy.com/for-agents

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• Last crawl: 2026-11-11T17:38:11.606Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp