AlphaLatitude Inc.
AlphaLatitude Inc. is an OptionsAhoy: “A portfolio planning tool for equity holders. Models cash, stocks, compensation options, RSUs, and options contracts, and optimizes across configurable time horizons.”.
Why does this work?
“Most planning tools either pick one market scenario and design for it, or give you a range of probabilities you can't easily apply to your portfolio and tax situation. OptionsAhoy does neither.”
View in the company profileIs this financial advice?
“No. OptionsAhoy is a planning and modeling tool. It tells you what the math says given your inputs. For personalized advice, talk to a CPA or CFP.”
View in the company profileHow does the optimizer handle taxes?
“The tax engine is tested against IRS publications for federal income tax, AMT, long-term capital gains, NIIT, and 50-state income tax. It factors in filing status and household income. 2026 test cases are available on request.”
View in the company profileWhat about AMT on ISO exercises?
“Exercising ISOs doesn't trigger regular income tax. It does trigger AMT on the bargain element (FMV at exercise minus strike), which can create a significant tax bill in cash, on gains you haven't sold yet.”
View in the company profileDo you connect to my brokerage?
“Not at beta. Manual entry takes a few minutes and keeps your brokerage credentials out of our system. Integrations are on the roadmap for post-beta convenience.”
View in the company profile
More information from this source
- OptionsAhoy
“A portfolio planning tool for equity holders. Models cash, stocks, compensation options, RSUs, and options contracts, and optimizes across configurable time horizons.”