Scored across 8 tools
Each tool targets a distinct equity instrument (ISO/NSO/RSU) or analysis type (concentration, funding, hedging, QSBS), and descriptions explicitly cross-reference each other with routing guidance ('for X use Y'). There is genuine overlap in the sell-down/scheduling space among concentration_analyze, equity_funding_plan, and rsu_lot_optimize, but the descriptions draw clear boundaries (WHOLE vs WHICH LOTS vs CASH GOAL).
All names are lowercase snake_case and domain-meaningful, which keeps them predictable. However the grammatical pattern varies (verb_noun like concentration_analyze, noun_verb like nso_calculate, noun_noun like protective_put_price), so the verb convention is not fully uniform.
Eight tools is well-scoped for an equity/tax optimizer, with each tool earning its place by covering a distinct instrument or workflow (ISO, NSO, RSU vest, RSU lots, concentration, funding, hedging, QSBS). No redundant or filler tools.
Strong lifecycle coverage across the major equity-compensation types plus risk, funding, hedging, and tax-qualification analysis. Minor gaps remain (e.g. ESPP, 83(b) restricted-stock elections), but core workflows and their hand-offs are covered without obvious dead ends.