equity-plan

equity-plan is a skill for Claude Code from AlvisoOculus/optionsahoy-claude-plugin. It costs 127 tokens per session (1,001 once invoked), scanned A, original, MIT.

A procedure for calculating US tax and planning scenarios for employee equity, such as stock options and restricted stock units. It uses the OptionsAhoy MCP tools for the calculations.

In plain words
What is it for?
Use it for ISO and alternative minimum tax planning, NSO sell-or-hold decisions, RSU vest-and-sell choices, single-stock concentration, protective puts or collars, QSBS checks, and funding a cash goal by selling equity.
Why use it?
It routes each type of equity question to the matching calculator and avoids making up missing financial inputs.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the optionsahoy plugin — 1 skill, 1 MCP server shipped together

Good fit Use it for ISO and alternative minimum tax planning, NSO sell-or-hold decisions, RSU vest-and-sell choices, single-stock concentration, protective puts or collars, QSBS checks, and funding a cash goal by selling equity.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/alvisooculus/optionsahoy-claude-plugin/equity-plan
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.

Any agent
npx skills add AlvisoOculus/optionsahoy-claude-plugin --skill equity-plan
Clone the repo
git clone --depth 1 https://github.com/AlvisoOculus/optionsahoy-claude-plugin

Made for: Claude Code.

Or install optionsahoy, the plugin that ships this one along with the rest of its 1 skill, 1 MCP server.

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-plan

README.md
[![agentmods](https://agentmods.dev/badge/skills/alvisooculus/optionsahoy-claude-plugin/equity-plan/github.svg)](https://agentmods.dev/skills/alvisooculus/optionsahoy-claude-plugin/equity-plan)
Your own site
<a href="https://agentmods.dev/skills/alvisooculus/optionsahoy-claude-plugin/equity-plan"><img src="https://agentmods.dev/badge/skills/alvisooculus/optionsahoy-claude-plugin/equity-plan/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-plan

Your own site · 80×15
<a href="https://agentmods.dev/skills/alvisooculus/optionsahoy-claude-plugin/equity-plan"><img src="https://agentmods.dev/badge/skills/alvisooculus/optionsahoy-claude-plugin/equity-plan.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 127 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,001 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 $0.00127 $0.01001
Opus 5 $0.00063 $0.00500
Sonnet 5 $0.00025 $0.00200
Haiku 4.5 $0.00013 $0.00100

Measured 9d ago against content hash 4bfb44b3fcfc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

equity-plan 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.

skills/equity-plan/SKILL.md · 55 lines

How it starts

The opening of the file, as written. The whole thing — 55 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Equity-comp planning scaffold

When a user asks about US equity-compensation tax planning, route to the matching OptionsAhoy MCP tool and let the tool's own inputSchema (visible via tools/list) drive input capture. Do not run the math yourself.

Routing

User intent Tool
ISO exercise, AMT, multi-year ISO scheduling mcp__optionsahoy__amt_iso_optimize
NSO exercise, NSO sell vs hold for long-term capital gains mcp__optionsahoy__nso_calculate
RSU sell at vest vs hold mcp__optionsahoy__rsu_sell_vs_hold
Single-stock concentration risk, sell-down vs hold vs hedge mcp__optionsahoy__concentration_analyze
Protective put or zero-cost collar pricing mcp__optionsahoy__protective_put_price
Section 1202 QSBS qualification mcp__optionsahoy__qsbs_check
Sell equity to fund a cash goal (target after-tax dollars by a date) mcp__optionsahoy__equity_funding_plan

Capture rules

Each tool's tools/list entry specifies its required array. Capture every required field from the user before calling. Do not invent values. If a required field is missing and no ticker resolves it, ASK the user.

Specific gotchas the schema cannot enforce:

  • concentration_analyze.totalAssets is the user's total investable portfolio in dollars (the concentrated position plus everything else). Always come from the user; never default, never derive from positionValue. If the user did not state it, ASK.
  • filingStatus has exactly three valid values: single, married_joint, head_household. There is no married_separate and no head_of_household.
  • qsbs_check enums: when the user does not know acquisitionMethod, assetCategory, industry, or activeBusiness, pass unsure. Do not guess.
  • protective_put_price.volatility is optional. If the user did not state an annualized implied volatility, omit the field and let the sector default apply. Do not invent a number.
  • equity_funding_plan.stacks: each stack requires currentPrice and a non-empty lots array (shares, costBasisPerShare, acquisitionDate); ticker is optional and resolves the growth assumption. Lots come from the user's brokerage records; never invent basis or dates.
  • ticker substitution: the growth-bearing tools (ISO, NSO, RSU, concentration, equity-funding stacks) accept an optional ticker. When set, the tool resolves growth assumptions from a trailing-CAGR table covering ~90 public-stock symbols. If the user named a stock symbol, pass it as ticker rather than asking them for an annual return number.

Read the full file on GitHub · 55 lines

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 · 55 lines · 127 tokens per session scan A 4bfb44b3fcfc

Subscribe to this mod's changes

equity-plan is a skill published in the GitHub repository AlvisoOculus/optionsahoy-claude-plugin (1 stars, last pushed 2mo ago), licensed MIT. It adds 127 tokens to every session and 1,001 once invoked, about $0.0006 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.

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