OptionsAhoy Equity Planner: A2A agent card

What the card declares

Provider

AlphaLatitude Inc.

Endpoint

https://optionsahoy.com/a2a

Protocol version

0.3.0

Transport

JSONRPC

Agent version

1.10.2

Card shape

pre-v1.0

Since when this agent answers

Followed since

2026-09-08

Last answer

2026-09-08

Readings

1

Answers

1

Declared skills

• ISO exercise and AMT optimizerOptimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT).
  • iso
  • amt
  • exercise-timing
  • equity-compensation
  • tax
• NSO exercise taxCompute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling.
  • nso
  • non-qualified-stock-options
  • tax
• RSU sell-versus-holdCompare selling vested restricted stock units (RSUs) at vest against holding them, on an after-tax, risk-adjusted basis.
  • rsu
  • vesting
  • capital-gains
• Single-stock concentration analysisAnalyze a concentrated single-stock position and the after-tax cost of diversifying it.
  • concentration
  • single-stock-risk
  • hedging
• Protective put, collar, and put spread pricingPrice a protective put, a zero-cost collar, and a put spread for a stock position at a given downside protection level and tenor.
  • hedging
  • protective-put
  • zero-cost-collar
  • put-spread
  • options-pricing
• QSBS Section 1202 checkCheck qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains exclusion.
  • qsbs
  • section-1202
  • tax-exclusion
• Fund a cash goal from equityPlan which equity lots to sell, and when, to fund a cash goal by a target date with the least after-tax cost.
  • equity-funding
  • liquidity
  • planning
• Pick which RSU lots to sell firstChoose which vested RSU lots to sell, and in which years, to divest a target share fraction at the lowest computed tax, versus a first-in-first-out sell order.
  • rsu-lot-order
  • diversification
  • planning

Findings

• WarningCard written in the shape used before v1.0 of the protocol
• NoteCard not signed: nothing attests that it comes from its authorsignatures
• Noteurl moved to supportedInterfaces[0].url in v1.0url
• NoteprotocolVersion moved to supportedInterfaces[].protocolVersion in v1.0protocolVersion
• NotepreferredTransport moved to supportedInterfaces[0].protocolBinding in v1.0preferredTransport

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