Public Agent Card

OptionsAhoy Equity Planner

This profile reflects information published by the agent provider.

Card passedA2A respondingUnsigned card

About this agent

Answers equity-compensation planning questions by calling the OptionsAhoy calculators: incentive stock option and alternative minimum tax (AMT) exercise timing, non-qualified stock options, restricted stock unit sell-versus-hold, qualified small business stock (QSBS), single-stock concentration, protective-put hedging, funding a cash goal from equity, and choosing which vested RSU lots to sell first. The financial math is deterministic and verifiable (https://optionsahoy.com/verification); OptionsAhoy's API is keyless. Send a message with a data part {"skill":"<id>","input":{...}} to run a calculator.

LocalMark's observation

LocalMark first listed this public Agent Card on 31 Oct 2026, 21:36 UTC. Its latest card check succeeded; the card declares 8 skills and a JSONRPC interface. LocalMark has not run a production A2A task. Explicitly opted-in synthetic tests are shown separately.

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What LocalMark checked

  • Published Agent Card

    Inspect the source card ↗. The last successful fetch was 31 Oct 2026, 21:36 UTC.

  • Latest card check: passed

    31 Oct 2026, 21:36 UTC · Agent Card validated

  • Advertised endpoint: TLS connection passed

    31 Oct 2026, 21:36 UTC · Valid TLS connection to advertised endpoint host; no A2A request sent This does not test the A2A protocol or run a task.

  • Read-only protocol probe: A2A task lookup response received

    31 Oct 2026, 21:36 UTC · A2A task-not-found response to a read-only task lookup LocalMark sent no message and did not request task creation.

  • Unsigned card

    This card does not provide a digital signature. Checked 31 Oct 2026, 21:36 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. Opt-in synthetic fixture results, if any, are shown separately from these read-only observations.

Advertised connection checks

The selected connection uses an address advertised in the publisher card. Read-only observations do not establish task quality or safety.

  • JSONRPC · 0.3.0 · Selected connection

    https://optionsahoy.com/a2a

    A2A response confirmed · 31 Oct 2026, 21:36 UTC

    A2A task-not-found response to a read-only task lookup

Up to three supported interfaces are checked per cycle. Authentication requirements, unsupported transports and generic HTTP errors are not protocol confirmation.

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Publisher-authorized synthetic tests

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No current fixture result · Not yet checked

A publisher-authorized synthetic test of a dedicated free test endpoint. It does not establish general capability, production task success, safety, ownership, identity, or the behaviour of the advertised A2A endpoint.

Consent: not confirmed.

Recent fixture observations
  • No fixture tests recorded.

Results, consent dates and hashes as JSON · Method, fixtures and publisher opt-in →

Recent card checks

Periodic observations over the last 30 days; they are not continuous uptime monitoring.

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  • Passed · 31 Oct 2026, 21:36 UTC

    Agent Card validated

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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.

    equity-fundingliquidityplanning
  • ISO exercise and AMT optimizer

    Optimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT).

    isoamtexercise-timingequity-compensationtax
  • NSO exercise tax

    Compute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling.

    nsonon-qualified-stock-optionstax
  • 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.

    rsu-lot-orderdiversificationplanning
  • 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.

    hedgingprotective-putzero-cost-collarput-spreadoptions-pricing
  • QSBS Section 1202 check

    Check qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains exclusion.

    qsbssection-1202tax-exclusion
  • RSU sell-versus-hold

    Compare selling vested restricted stock units (RSUs) at vest against holding them, on an after-tax, risk-adjusted basis.

    rsuvestingcapital-gains
  • Single-stock concentration analysis

    Analyze a concentrated single-stock position and the after-tax cost of diversifying it.

    concentrationsingle-stock-riskhedging