AI has given everyone the power to optimize their RSUs, compensation options and stocks. The way rich folks with Deloitte accountants do.
You just need correct federal and state tax math. Current price and volatility data. A valid optimization method. And a way to catch the bugs, false assumptions, and bad data.
You're all set if you have all that. For everyone else:
My calculators are free. Tested to the cent against IRS publications and two open-source tax engines. The site has a verification page showing the math next to its sources, live, plus around 1,900 test cases behind the scenes. No account, no email. I don't need your data.
The math should be available to everyone who earned the equity. Democratize Deloitte.
AlphaLatitude builds OptionsAhoy: equity compensation optimization.
The problem: if you work at a public tech company, a large share of your net worth arrived as RSUs or compensation options. The decisions attached to them are real math. When to sell, hedge or exercise. What AMT does to an ISO exercise. What a protective put costs. Whether QSBS applies.
Most people get this advice one of two ways. A CPA for hundreds of $ an hour, or a forum thread of uneven quality.
We built a third option: free calculators for the individual pieces, and an optimizer in invite-only beta for the whole problem at once.
What this page will cover: equity comp mechanics, tax interactions, and the occasional platform analysis. No hype. Every claim checkable.
Calculators:
optionsahoy.com/tools