Scored across 8 tools
Most tools target distinct equity-compensation workflows, but there is real overlap: concentration_analyze and protective_put_price both handle hedging, while concentration_analyze, equity_funding_plan, and rsu_lot_optimize all produce multi-year sell schedules with tax optimization. The descriptions include explicit routing rules that resolve these boundaries, so an agent can tell them apart, but one or two pairings could still be confused at a glance.
All names use consistent snake_case and are readable, but the internal pattern is not a uniform verb_noun scheme. Domain_verb names such as nso_calculate, qsbs_check, and concentration_analyze dominate, while equity_funding_plan and rsu_sell_vs_hold are noun-phrase deviations.
Eight tools is well-scoped for an equity and tax optimizer. Each tool covers a meaningful, distinct planning area, and none appears redundant or trivial.
Core workflows are covered: ISO/AMT exercise optimization, NSO exercise, RSU vest decisions, RSU lot selection, concentration/hedging, funding goals, and QSBS qualification. Gaps include no ESPP or 83(b)/restricted-stock tool and no integrated multi-position optimization, which is explicitly deferred to the beta, but the single-position surface is strong for most equity-comp workflows.