Answer complex stock, options, and tax questions instantly.
Beta · invite-only · AlphaLatitude Inc.
See how concentrated your single-stock position is, what a 30/50/70% drawdown costs, and the trade-off between selling down and hedging — with multi-year tax math.
Concentration risk · Sell-down vs. hedge · Tax-aware
Deep dive: Five costly stock concentration mistakes →Price a zero-cost collar or protective put on a single-stock position. See annual cost, max loss, upside cap, bad-year coverage, and which structure suits your floor.
Collar pricing · Protective put · Bad-year framing
Deep dive: Seven hedging mistakes that erase the protection you paid for →Plan a multi-year ISO exercise schedule that minimizes AMT — federal and state, with credit recovery and grant-expiration timing.
Recently departed? Covers your 90-day post-termination exercise window.
AMT crossover · Multi-year exercise · Credit recovery · 90-day window
Deep dive: Four AMT mistakes you can still fix before December 31 →Calculate the after-tax payout on a non-qualified stock option exercise (federal, state, FICA), then compare selling now vs. holding for long-term capital gains across your chosen horizon.
NSO bargain element · Sell-vs-hold · Year-N comparison · FICA
Deep dive: Six NSO mistakes your tax advisor probably won't mention →After your RSUs vest, should you sell at vest or hold? Compare after-tax payout — federal, state, FICA, plus the short-term-vs-LTCG cliff at 12 months — and see exactly what holding actually costs.
RSU vest · Sell-at-vest · LTCG cliff · Equivalence framing
Deep dive: Five RSU mistakes that quietly grow your April tax bill →Does your founder or employee stock qualify for the Section 1202 QSBS exclusion? Check eight tests, see your exclusion percentage, federal tax saved, and state conformity — all instant.
§1202 · 5-year hold · $10M / $15M cap · OBBBA tiered exclusion · State conformity
Deep dive: QSBS gives millions tax-free. Five ways to lose it anyway. →Need to net a specific amount of after-tax cash by a date — for a down payment, tuition, sabbatical, surgery, or business buy-in? See the minimum-tax sell schedule from your existing stock lots: federal LTCG, state, and NIIT, with bracket-aware splits across calendar years.
Goal-funded liquidation · Bracket splitting · NIIT · Multi-lot basis
Deep dive: Cashing out stock for a goal? Convert your risk tolerance into cash. →Pre-IPO and public companies — pick yours and we'll show only the calculators that match your grant types.
195 of 195 companies
OptionsAhoy joins these pieces — concentration, hedging, exercise timing, taxes — into a single optimized plan across bullish, neutral, and bearish scenarios. Free during beta.