Optionsahoy MCP
未认领Equity comp tax (ISO/NSO/RSU/QSBS), concentration, and hedging optimizer. MCP server + REST API with federal + 50-state + DC tax code, multi-year horizons.
01 / 选择客户端
03 / 添加配置
claude mcp add --transport stdio 'optionsahoy-mcp' -- 'npx' '-y' 'optionsahoy-mcp'04 / 在客户端中确认
打开客户端的 MCP 设置，确认服务器已连接并列出工具。复制配置不代表连接成功。
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浏览完整目录安全概况
已认领和已认证的服务器每周接受一次静态扫描，显示代码能触及的范围（外部服务、环境变量、shell 命令、代理配置目录）以及带有已知公告的依赖。认领此列表即可获得。 安全概况的工作原理
8 个工具中显示 8 个
文档中列出的工具 (8)
内容来自项目文档。服务器握手不会验证每个工具的说明或行为。
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
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
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