equity_funding_plan
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
Project documentation lists equity_funding_plan for the Optionsahoy MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.
Install Optionsahoy MCP
npx -y optionsahoy-mcpOther tools in Optionsahoy MCP (7)
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
Single-stock concentration risk (drawdown exposure at 30/50/70% downside), comparing after-tax sell-down, hold, and hedge strategies
After-tax payout on an NSO exercise (federal, state, FICA), comparing sell-at-exercise vs hold for long-term capital gains
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
Section 1202 QSBS qualification across the six statutory tests, with the OBBBA 2026 tiered exclusion and per-state conformity
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 vest decision: sell at vest vs hold for long-term capital gains, including the gap between 22% supplemental withholding and your marginal bracket