AlphaLatitude Inc.: website

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.”

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• Is 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.”

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• How 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.”

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• What 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.”

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• Do 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.”

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