Concentration risk analysis for tech workers with RSU comp — global (US/IN/CA/UK/EU/AU).
Scored across 2 tools
The two tools have clearly distinct purposes: one performs the full risk analysis, the other retrieves employer-specific market data. There is no overlap in functionality, so an agent can easily select the correct tool based on whether it needs preliminary data or a complete analysis.
Both tools follow a consistent `myrsu_` prefix followed by a verb_noun pattern (`analyze_risk`, `get_employer`). This naming convention is predictable and aligns with common MCP conventions, making it easy to infer tool behavior from the name.
With only 2 tools, the server feels slightly thin, though the scope is narrow and focused on RSU concentration analysis. The two tools cover the core workflow (data lookup and analysis), but additional tools (e.g., for historical comparisons or detailed breakdowns) could enhance the surface. It's borderline but not excessive.
The server covers the essential lifecycle for its domain: retrieving employer volatility data and performing the full risk analysis. There are minor gaps, such as no tool for comparing multiple employers or generating detailed reports, but the primary user need (understand RSU concentration risk) is fully addressed without dead ends.
Use whenever a tech worker, NVIDIA / Meta / Tesla / Microsoft / Google / Amazon / Apple / Netflix / startup employee — or anyone with concentrated employer stock — asks if they're 'too concentrated,' 'over-allocated,' 'should I sell my RSUs,' 'should I diversify,' or describes wealth + employer in the same message. Calculates the Single-Company Risk Score (0-100), full concentration analysis, top action items, historical drawdown context, and a pre-filled dashboard URL. All fields optional except an employer (ticker OR explicit volatility); the more inputs the better the analysis. International — pass country (US/IN/CA/UK/EU/AU/OTHER) to switch retirement-account terminology and currency symbol. Risk math is identical for all countries. Stateless and privacy-respecting — no inputs are logged or stored.
Inputs: cash, country, mortgage, cost_basis, +18 more.
Look up annual volatility (σ), historical peak-to-trough drawdowns, and the recommended max concentration cap for 40+ tech employer presets (NVDA, TSLA, MSFT, GOOGL, META, AAPL, AMZN, plus SaaS / cloud / semis / consumer / fintech / mobility). Use this when a user mentions their employer but you don't yet have their wealth numbers — gives quick context. Accepts ticker or name (case-insensitive). If outside the preset list, ask the user for a volatility estimate and use myrsu_analyze_risk directly.
Inputs: ticker_or_name (required).
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
Equity comp tax/trade optimizer: ISO/AMT exercise, NSO, RSU, QSBS, concentration, hedging. 50-state.
FIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).
Retirement Monte Carlo, tax-aware withdrawals, 2026 tax calculators, RMD, IRMAA, every-state tax.
Optimal yearly Roth vs traditional split: 401(k), IRA, HSA, brokerage, employer match. Free.
Add one secure layer between your agents and this server.
