OptionsAhoy Equity Planner
This profile reflects information published by the agent provider.
Card passedProtocol probe pendingUnsigned card
About this agent
LocalMark's observation
LocalMark first listed this public Agent Card on 08 Oct 2026, 14:33 UTC. Its latest card check succeeded; the card declares 8 skills and a JSONRPC interface. LocalMark has not run a task against this agent.
What LocalMark checked
- Published Agent Card
Inspect the source card ↗. The last successful fetch was 08 Oct 2026, 14:33 UTC.
- Latest card check: passed
08 Oct 2026, 14:33 UTC · Agent Card validated
- Advertised endpoint: TLS connection not yet checked
Not yet checked · A future cycle will check TLS connectivity. This does not test the A2A protocol or run a task.
- Read-only protocol probe: Protocol probe pending
Not yet checked · A future cycle will attempt a read-only check where supported. LocalMark sent no message and did not request task creation.
- Unsigned card
This card does not provide a digital signature. Checked 08 Oct 2026, 14:33 UTC.
- 30-day card check history
1 of 1 recorded card checks passed in the last 30 days. These are periodic observations, not continuous uptime monitoring.
- Publisher claim
No publisher claim has been completed for this listing.
Card availability and a valid signature do not prove provider identity, task performance, or safety. LocalMark has not executed a task against this agent.
Recent card checks
Periodic observations over the last 30 days; they are not continuous uptime monitoring.
Show 1 recent check
- Passed · 08 Oct 2026, 14:33 UTC
Agent Card validated
Card and signature changes
- No changes recorded since change tracking began.
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README Markdown:
[](https://localmark.ai/agents/3136)Card-declared connections
These links come from statements in public Agent Cards. They do not verify common ownership or cooperation.
- No card-declared connections recorded yet.
Declared skills 8
- Fund a cash goal from equity
Plan which equity lots to sell, and when, to fund a cash goal by a target date with the least after-tax cost.
- ISO exercise and AMT optimizer
Optimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT).
- NSO exercise tax
Compute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling.
- Pick which RSU lots to sell first
Choose 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.
- Protective put, collar, and put spread pricing
Price a protective put, a zero-cost collar, and a put spread for a stock position at a given downside protection level and tenor.
- QSBS Section 1202 check
Check qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains exclusion.
- RSU sell-versus-hold
Compare selling vested restricted stock units (RSUs) at vest against holding them, on an after-tax, risk-adjusted basis.
- Single-stock concentration analysis
Analyze a concentrated single-stock position and the after-tax cost of diversifying it.