equity_funding_plan

MCP tool from Optionsahoy MCP by AlvisoOculus

Multi-year, multi-stack sell schedule to hit a target after-tax amount by a deadline; returns four named plans plus the full risk/wealth frontier

How to use it

equity_funding_plan is exposed by the Optionsahoy MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), and the equity_funding_plan tool becomes available to the model automatically. See the full listing for setup details and every tool this server provides.

Install Optionsahoy MCP

$npx -y optionsahoy-mcp

FULL OPTIONSAHOY MCP LISTING

Other tools in Optionsahoy MCP (7)

amt_iso_optimize

Multi-year ISO exercise schedule that maximizes after-tax net final value at the planning horizon, modeling AMT credit recovery, grant expiration, and the post-termination exercise window

concentration_analyze

Single-stock concentration risk (drawdown exposure at 30/50/70% downside), comparing after-tax sell-down, hold, and hedge strategies

nso_calculate

After-tax payout on an NSO exercise (federal, state, FICA), comparing sell-at-exercise vs hold for long-term capital gains

protective_put_price

Protective put, zero-cost collar, and put spread pricing via Black-Scholes: annualized hedge cost, maximum loss, upside cap, protected band, floor-hit probability, and which structure it recommends

qsbs_check

Section 1202 QSBS qualification across the six statutory tests, with the OBBBA 2026 tiered exclusion and per-state conformity

rsu_lot_optimize

Which vested RSU lots to sell, and on which dates, to divest a target share fraction at the lowest computed tax: specific-lot identification, long-term deferral, and multi-year bracket spreading with in-plan loss carryforward, versus a FIFO sell order

rsu_sell_vs_hold

RSU vest decision: sell at vest vs hold for long-term capital gains, including the gap between 22% supplemental withholding and your marginal bracket