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amt_iso_optimize — Use this when someone asks how or when to exercise incentive stock options (ISOs), whether exercising will trigger an AMT bomb or phantom in

nso_calculate — Use this when someone asks whether to exercise and hold or exercise and sell non-qualified stock options (NSOs), about a cashless exercise o

rsu_sell_vs_hold — Use this when someone asks whether to sell RSUs at vest or hold them, whether to sell their vested shares or diversify out of company stock,

concentration_analyze — Use this when someone asks how risky a large single-stock position is, whether too much of their net worth is in one stock, whether they are

protective_put_price — Use this when someone asks how much it costs to hedge or protect a stock position against a drop, to protect gains, get downside protection,

qsbs_check — Use this when someone asks whether stock qualifies for the qualified small business stock (QSBS) / Section 1202 gain exclusion, whether thei

equity_funding_plan — Use this when someone asks which shares to sell and when to reach a cash goal by a deadline (down payment, tuition, a tax bill), or how to f

rsu_lot_optimize — Use this when someone asks which vested RSU lots to sell first, in which years, to divest a concentrated company-stock position at the lowes