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
How to use it
Project documentation lists rsu_lot_optimize 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)
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RSU vest decision: sell at vest vs hold for long-term capital gains, including the gap between 22% supplemental withholding and your marginal bracket