Multi-Year ISO Exercise Schedule Calculator
Open →Plan Global X Funds ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: How to find your ISO AMT crossover point (2026) →IPO'd 2026-06-17. Plan AMT, exercise tax, and sell-vs-hold decisions around current trading price. Calculator inputs are yours.
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Plan Global X Funds ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: How to find your ISO AMT crossover point (2026) →Left Global X Funds with vested ISOs? Model the 90-day exercise-or-forfeit window: your deadline, AMT cost of exercising at once, and the share count that maximizes after-tax value.
Global X Funds NSO exercise tax (federal, state, FICA) plus a sell-vs-hold comparison for long-term capital gains.
Deep dive: NSO exercise: sell now or hold for long-term capital gains? →Should you sell Global X Funds RSUs at vest or hold? Compare after-tax payout across the 12-month LTCG cliff.
Deep dive: Sell RSUs at vest or hold? And why 22% withholding isn't enough →Quantify Global X Funds concentration risk: drawdown impact at 30 / 50 / 70%, sell-down vs. hedge trade-off, tax-aware.
Deep dive: How much of your net worth should be in one stock? →Hedge a Global X Funds position: protective put, zero-cost collar, or put spread pricing off the current option chain. Annual cost, max loss, upside cap, tax notes.
Deep dive: How a zero-cost collar works on concentrated stock →Sell Global X Funds stock to fund a goal (house, tuition, sabbatical): the minimum-tax schedule to net a target cash amount by a date, across tax years.
Deep dive: Cashing out stock for a goal? Convert your risk tolerance into cash. →Don't work at Global X Funds? Find another company.
Global X Funds trades publicly after its 2026 IPO, so every calculator below prices off the live stock price — no 409A estimate required. If you hold Global X Funds equity (incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs)), your after-tax outcome turns on a few linked decisions.
The tools below model each of these: whether exercising ISOs triggers the alternative minimum tax (AMT) this year, and the share count that keeps you under the crossover, whether to sell RSUs at vest or hold for long-term capital-gains treatment, and how much Global X Funds concentration to carry versus diversify or hedge.
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OptionsAhoy plans your Global X Funds equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.