{"protocolVersion":"0.3.0","name":"OptionsAhoy Equity Planner","description":"Answers equity-compensation planning questions by calling the OptionsAhoy calculators: incentive stock option and alternative minimum tax (AMT) exercise timing, non-qualified stock options, restricted stock unit sell-versus-hold, qualified small business stock (QSBS), single-stock concentration, protective-put hedging, and funding a cash goal from equity. The financial math is deterministic and verifiable (https://optionsahoy.com/verification); OptionsAhoy's API is keyless. Send a message with a data part {\"skill\":\"<id>\",\"input\":{...}} to run a calculator.","url":"https://optionsahoy.com/a2a","preferredTransport":"JSONRPC","version":"0.1.0","provider":{"organization":"AlphaLatitude Inc.","url":"https://optionsahoy.com"},"capabilities":{"streaming":false,"pushNotifications":false,"stateTransitionHistory":false},"defaultInputModes":["text/plain"],"defaultOutputModes":["text/plain"],"documentationUrl":"https://optionsahoy.com/for-agents","iconUrl":"https://optionsahoy.com/icon.png","skills":[{"id":"amt_iso","name":"ISO exercise and AMT optimizer","description":"Optimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT).","tags":["iso","amt","exercise-timing","equity-compensation","tax"],"examples":["When and how many of my 20,000 incentive stock options should I exercise over 4 years to minimize alternative minimum tax?"]},{"id":"nso","name":"NSO exercise tax","description":"Compute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling.","tags":["nso","non-qualified-stock-options","tax"],"examples":["How much tax will I owe if I exercise 5,000 non-qualified stock options, and should I sell at exercise or hold?"]},{"id":"rsu_sell_vs_hold","name":"RSU sell-versus-hold","description":"Compare selling vested restricted stock units (RSUs) at vest against holding them, on an after-tax, risk-adjusted basis.","tags":["rsu","vesting","capital-gains"],"examples":["My restricted stock units just vested. Should I sell now or hold for long-term capital gains?"]},{"id":"concentration","name":"Single-stock concentration analysis","description":"Analyze a concentrated single-stock position and the after-tax cost of diversifying it.","tags":["concentration","single-stock-risk","hedging"],"examples":["Eighty percent of my net worth is in one company's stock. How much should I sell down?"]},{"id":"protective_put","name":"Protective put and collar pricing","description":"Price a protective put hedge for a stock position at a given downside protection level and tenor.","tags":["hedging","protective-put","zero-cost-collar","options-pricing"],"examples":["What would a protective put or a zero-cost collar on my 10,000 shares cost?"]},{"id":"qsbs","name":"QSBS Section 1202 check","description":"Check qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains exclusion.","tags":["qsbs","section-1202","tax-exclusion"],"examples":["Do my shares qualify for the Section 1202 qualified small business stock exclusion?"]},{"id":"equity_funding","name":"Fund a cash goal from equity","description":"Plan which equity lots to sell, and when, to fund a cash goal by a target date with the least after-tax cost.","tags":["equity-funding","liquidity","planning"],"examples":["I need 200,000 dollars after tax for a down payment in 2 years. What should I sell and when?"]}]}