Dots for OptionsAhoy
A dot is ChatGPT's always-on personal agent. These are recipes you can set up in your own.
Overview
Exercise now or wait. Sell at vest or hold. Which lots to sell first. Each of these has a right answer for your specific situation, and it turns on how alternative minimum tax (AMT), holding periods, state tax, and the time value of taxes paid early interact across several years. That is where rules of thumb break down. Ask in plain language and OptionsAhoy returns the answer with the year-by-year schedule behind it.
Developer: AlphaLatitude Inc.
Category: Finance
Version: 3.0.0
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