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AlvisoOculus/optionsahoy-mcp

by Various

Equity comp tax (ISO/NSO/RSU/QSBS), concentration, and hedging optimizer. MCP server + REST API with federal + 50-state + DC tax code, multi-year horizons.

MCP

AlvisoOculus/optionsahoy-mcp

Added 7 June 2026

#ai-agents #anthropic #claude #cloudflare-pages-functions #equity-compensation #finance #mcp #mcp-server

Overview

AlvisoOculus/optionsahoy-mcp is an optimizer for equity compensation tax, concentration, and hedging. It operates as an MCP server and REST API, incorporating federal plus all 50 states and DC tax code across multi-year horizons.

Best for

Best for
Developers building tax-aware equity compensation tools for US employees

Use cases

  • Integrate equity tax calculations into financial planning dashboards
  • Model ISO/NSO/RSU/QSBS tax outcomes under different state codes
  • Build multi-year hedging simulations for concentrated equity positions

How to use

Install

npx @smithery/cli install alphalatitude/optionsahoy --client claude

Tools exposed

  • amt_iso_optimize
  • nso_calculate
  • rsu_sell_vs_hold
  • concentration_analyze
  • protective_put_price
  • qsbs_check
  • equity_funding_plan
  • optimize-iso-exercise
  • analyze-nso-decision
  • analyze-rsu-vest
  • analyze-concentration
  • price-protective-put
  • check-qsbs-eligibility
  • plan-equity-funding

Tested with

Claude Desktop, Claude Code, Cursor, Windsurf, Cline, Continue, VS Code, ChatGPT

Notes

AlvisoOculus/optionsahoy-mcp is an optimizer for equity compensation tax, concentration, and hedging. It operates as an MCP server and REST API, incorporating federal plus all 50 states and DC tax code across multi-year horizons.

0 stars on GitHub. Last updated 2026-06-07. Licensed MIT.

Use cases

  • Integrate equity tax calculations into financial planning dashboards
  • Model ISO/NSO/RSU/QSBS tax outcomes under different state codes
  • Build multi-year hedging simulations for concentrated equity positions

Pros

  • Comprehensive tax code support including all US states
  • Multi-year time horizon for long-term planning
  • Available as both MCP server and REST API for flexible integration

Cons

  • Zero stars indicates early stage with limited community validation
  • Limited to US federal and state tax code only
  • No UI or visualization provided (developer-only interface)

Indexed from awesome-mcp-servers-punkpeye and enriched against its public facts.

Pros

  • Comprehensive tax code support including all US states
  • Multi-year time horizon for long-term planning
  • Available as both MCP server and REST API for flexible integration

Cons

  • Zero stars indicates early stage with limited community validation
  • Limited to US federal and state tax code only
  • No UI or visualization provided (developer-only interface)
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