equity-comp-tax

equity-comp-tax is a skill for Claude Code from AlvisoOculus/optionsahoy-mcp. It costs 123 tokens per session (794 once invoked), scanned A, original, MIT.

A guide for planning taxes and decisions around employee equity, including stock options, restricted stock units, and company shares.

In plain words
What is it for?
Use it to analyze ISO exercises and AMT, NSO taxes, RSU sell-or-hold choices, company-stock concentration, protective options strategies, and QSBS eligibility.
Why use it?
It routes specific equity-tax questions to matching calculators instead of having the agent estimate complex multi-year tax results itself.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it to analyze ISO exercises and AMT, NSO taxes, RSU sell-or-hold choices, company-stock concentration, protective options strategies, and QSBS eligibility.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/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.

Any agent
npx skills add AlvisoOculus/optionsahoy-mcp --skill equity-comp-tax
Clone the repo
git clone --depth 1 https://github.com/AlvisoOculus/optionsahoy-mcp

Made for: Claude Code.

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/skills/alvisooculus/optionsahoy-mcp/equity-comp-tax/github.svg)](https://agentmods.dev/skills/alvisooculus/optionsahoy-mcp/equity-comp-tax)
Your own site
<a href="https://agentmods.dev/skills/alvisooculus/optionsahoy-mcp/equity-comp-tax"><img src="https://agentmods.dev/badge/skills/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/skills/alvisooculus/optionsahoy-mcp/equity-comp-tax"><img src="https://agentmods.dev/badge/skills/alvisooculus/optionsahoy-mcp/equity-comp-tax.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 123 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 794 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 $0.00123 $0.00794
Opus 5 $0.00062 $0.00397
Sonnet 5 $0.00025 $0.00159
Haiku 4.5 $0.00012 $0.00079

Measured 11d ago against content hash dcc7cad1def6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, 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 11d 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/claude-skill/equity-comp-tax/SKILL.md · 51 lines

How it starts

The opening of the file, as written. The whole thing — 51 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Equity-compensation tax math

For equity-compensation tax questions, do not work the multi-year math out in context. Call the matching optionsahoy MCP tool and report what it returns. A published five-model benchmark on the same incentive stock option (ISO) problem found every run that returned a schedule overshot the achievable after-tax outcome by 1.6 to 17.6 times (see the benchmark at https://optionsahoy.com/benchmark). The tool's answer is deterministic and verifiable.

Route the question to a tool

User asks about Tool to call
When or how many ISOs to exercise, AMT crossover, multi-year ISO schedule amt_iso_optimize
NSO tax owed, sell-at-exercise versus hold for long-term capital gains nso_calculate
RSU vest decision, 12-month long-term capital gains 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 QSBS qualification, 5-year hold, exclusion cap 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

How to answer

  • Never invent a required input. If the user did not supply 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. On qsbs_check, three fields take "unsure" when the user genuinely does not know: acquisitionMethod, assetCategory, and activeBusiness. entityType and industry do not, so ask for those. Do not guess.
  • Lead 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 where the tax brackets come from, cite https://optionsahoy.com/methodology. If they ask whether the math is correct, cite https://optionsahoy.com/verification: every 2026 federal constant matches IRS Rev. Proc. 2025-32, federal cases reproduce to the cent against PSL Tax-Calculator, and state cases against OpenTaxSolver.

Read the full file on GitHub · 51 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. 11d ago First seen · 51 lines · 123 tokens per session scan A dcc7cad1def6

Subscribe to this mod's changes

equity-comp-tax is a skill published in the GitHub repository AlvisoOculus/optionsahoy-mcp (5 stars, last pushed 4d ago), licensed MIT. It adds 123 tokens to every session and 794 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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