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.
npx skills add AlvisoOculus/optionsahoy-mcp --skill plan-equity-portfoliogit clone --depth 1 https://github.com/AlvisoOculus/optionsahoy-mcpWrote 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.
[](https://agentmods.dev/skills/alvisooculus/optionsahoy-mcp/plan-equity-portfolio)<a href="https://agentmods.dev/skills/alvisooculus/optionsahoy-mcp/plan-equity-portfolio"><img src="https://agentmods.dev/badge/skills/alvisooculus/optionsahoy-mcp/plan-equity-portfolio/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.
<a href="https://agentmods.dev/skills/alvisooculus/optionsahoy-mcp/plan-equity-portfolio"><img src="https://agentmods.dev/badge/skills/alvisooculus/optionsahoy-mcp/plan-equity-portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00113 | $0.01326 |
| Opus 5 | $0.00056 | $0.00663 |
| Sonnet 5 | $0.00023 | $0.00265 |
| Haiku 4.5 | $0.00011 | $0.00133 |
Grade A, and why
plan-equity-portfolio 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.
How it starts
The opening of the file, as written. The whole thing — 70 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Plan an equity portfolio
The individual OptionsAhoy calculators each answer one decision exactly. This skill covers the case they do not: a person holding several grant types at once, where the decisions interact. Exercising ISOs raises alternative minimum tax (AMT) exposure in a year when selling RSUs would also raise ordinary income, and both compete for the same cash.
Your job is to sequence the calls, ask for missing inputs once rather than piecemeal, and hand back one ordered plan.
Never do the tax math yourself
Every number in your answer must come from a tool call. A published five-model benchmark on a single multi-year ISO problem found every run that returned a schedule overstated its own after-tax result by 1.6 to 17.6 times against the provable optimum. One model claimed $3.9M, $5.2M, and $13.0M on three runs of identical input. You are not exempt from this. Estimating "roughly" a tax figure is the failure mode, not a shortcut.
Step 1: take inventory before calling anything
Ask one consolidated question covering what you are missing. Do not ask field by field across several turns.
You need, for the person: filing status, state of residence, and annual ordinary income. For each holding: the instrument (ISO, NSO, RSU vested, RSU unvested, owned shares), share counts, strike or cost basis, grant or vest dates, and the current share price. If the company is public and covered, the ticker alone resolves expected growth and volatility, so ask for it first and skip those two.
Ask also what the money is for. A person diversifying has a different plan from one funding a house down payment by a date, and the second needs a target amount and deadline.
If someone volunteers only part of this, work with what they gave and name the gap in your answer rather than stalling.
Step 2: call the calculators, one decision at a time
| Holding or goal | Tool |
|---|---|
| ISOs, any exercise timing question | amt_iso_optimize |
| NSOs | nso_calculate |
| RSUs at or near vest | rsu_sell_vs_hold |
| Vested RSU lots being sold down | rsu_lot_optimize |
| Concentration in one stock | concentration_analyze |
| Hedging an existing position | protective_put_price |
| A cash target by a date | equity_funding_plan |
| Possible Section 1202 stock | qsbs_check |
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.
- 11d ago First seen · 70 lines · 113 tokens per session scan A 22a66258b497
plan-equity-portfolio is a skill published in the GitHub repository AlvisoOculus/optionsahoy-mcp (5 stars, last pushed 4d ago), licensed MIT. It adds 113 tokens to every session and 1,326 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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