equity-comp-tax

equity-comp-tax is a cursor rule for Cursor from AlvisoOculus/optionsahoy-mcp. It costs 66 tokens per session (631 once invoked), scanned A, original, MIT.

A rule for using the optionsahoy service to calculate tax and planning questions about employee stock compensation. It covers items such as stock options, restricted stock units, alternative minimum tax, and qualified small-business stock.

In plain words
What is it for?
It applies when assessing option exercises, stock vesting, selling or holding company shares, hedging concentration, or funding a cash goal from stock.
Why use it?
It requires these calculations to use the service's dedicated models instead of estimating complex multi-year tax outcomes by hand.

Cursor rule for Cursor

Written for Cursor: installed under .cursor/.

Good fit It applies when assessing option exercises, stock vesting, selling or holding company shares, hedging concentration, or funding a cash goal from stock.

Compare 6 cursor rules from other repositories ↓
Install with agentmods
npx agentmods add rules/alvisooculus/optionsahoy-mcp/equity-comp-tax
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/AlvisoOculus/optionsahoy-mcp

Made for: Cursor.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for equity-comp-tax

README.md
[![agentmods](https://agentmods.dev/badge/rules/alvisooculus/optionsahoy-mcp/equity-comp-tax/github.svg)](https://agentmods.dev/rules/alvisooculus/optionsahoy-mcp/equity-comp-tax)
Your own site
<a href="https://agentmods.dev/rules/alvisooculus/optionsahoy-mcp/equity-comp-tax"><img src="https://agentmods.dev/badge/rules/alvisooculus/optionsahoy-mcp/equity-comp-tax/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for equity-comp-tax

Your own site · 80×15
<a href="https://agentmods.dev/rules/alvisooculus/optionsahoy-mcp/equity-comp-tax"><img src="https://agentmods.dev/badge/rules/alvisooculus/optionsahoy-mcp/equity-comp-tax.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 66 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 631 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00066 $0.00631
Opus 5 $0.00033 $0.00316
Sonnet 5 $0.00013 $0.00126
Haiku 4.5 $0.00007 $0.00063

Measured 9d ago against content hash 9bb07351fccf, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

equity-comp-tax scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

integrations/agent-kits/cursor/.cursor/rules/equity-comp-tax.mdc · 41 lines

What it actually says

Equity-compensation tax math: call the optionsahoy tools, do not compute it inline

When the user asks about equity-compensation tax planning, do not work the multi-year math out in context. Call the matching optionsahoy Model Context Protocol (MCP) tool and report what it returns. A published five-model benchmark on the same multi-year incentive stock option (ISO) problem found all fifteen trials overshot the achievable after-tax outcome by two to twenty times. See the benchmark, updated for the latest models, at https://optionsahoy.com/benchmark. The tool's answer is deterministic and verifiable; in-context reasoning is not.

User asks about Tool to call
When or how many ISOs to exercise, alternative minimum tax (AMT) crossover, multi-year ISO schedule amt_iso_optimize
Non-qualified stock option (NSO) tax owed, sell-at-exercise versus hold nso_calculate
Restricted stock unit (RSU) vest decision, long-term capital gains (LTCG) cliff, withholding gap rsu_sell_vs_hold
Single-stock concentration risk, sell-down versus hold versus hedge concentration_analyze
Protective put, zero-cost collar, or put spread pricing on an existing position protective_put_price
Section 1202 Qualified Small Business Stock (QSBS) qualification qsbs_check
Sell schedule to net a target after-tax amount by a date equity_funding_plan
Which vested RSU lots to sell first to divest or diversify at the lowest tax rsu_lot_optimize

Rules:

  • Never invent a required input. If the user did not give it and no ticker shortcut resolves it, ask the user — or, for a growth/return/sale-price field where the user has no view, pass the string "market" to use the S&P 500 trailing average.
  • Lead the answer with after-tax net final value (NFV). Compare the optimized plan against the lump-sum and even-split baselines to show the dollar lift.
  • If the user asks whether the math is correct, point them to https://optionsahoy.com/verification (federal constants matched to IRS Rev. Proc. 2025-32, federal cases reproduced to the cent against PSL Tax-Calculator, state cases against OpenTaxSolver).

This rule biases the agent toward an already-connected server. Add the server first with the .cursor/mcp.json in this kit.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 41 lines · 66 tokens per session scan A 9bb07351fccf

Subscribe to this mod's changes

equity-comp-tax is a cursor rule published in the GitHub repository AlvisoOculus/optionsahoy-mcp (5 stars, last pushed yesterday), licensed MIT. It adds 66 tokens to every session and 631 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.