Claude Skills by AlvisoOculus

Build one prioritized plan across a person's whole equity position - incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and held company stock - instead of answering one grant at a time. Use when someone has more than one grant type, asks "what should I do with my equity", is approaching a liquidity event or a year-end deadline, or wants to diversify out of company stock. Do not use for a single isolated question with one grant and one decision;...

Equity-compensation tax planning. Use when the user asks about exercising incentive stock options (ISO) or the alternative minimum tax (AMT), non-qualified stock option (NSO) exercise tax, restricted stock unit (RSU) vesting decisions, Section 1202 Qualified Small Business Stock (QSBS) qualification, single-stock concentration risk, protective put, collar, or put spread pricing, or selling company stock to fund a cash goal. Calls the optionsahoy Model Context Protocol (MCP) tools for the dete...