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Q: How does the tool calculate tax liabilities?

The analyzestocktrade tool compares your purchase and sale dates. If the holding period is less than one year, it applies the shortTermTaxRate; otherwise, it uses the longTermTaxRate you provided.

Q: Can I calculate complex options spreads?

Yes, using evaluateoptionsstrategy, you can input a JSON array of multiple legs (calls or puts) to find the break-even price and risk/reward ratio for vertical spreads and other multi-leg strategies.

Q: How do I manage my portfolio risk?

You can use planpositionsize to determine exactly how many units to buy. By providing your total portfolio value and a stop-loss price, the tool calculates the number of shares that keeps your potential loss within your specified risk percentage.

We take care of the infrastructure, maintenance, security, and governance. Works with:

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

Vercel

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What AI agents can do with

Evaluate options strategy

Determines the max profit, max loss, and break-even points for multi-leg options strategies

Plan position size

Calculates how many units to purchase for a specific risk management plan

Analyze stock trade

Calculates the net profitability and tax liabilities for a completed stock transaction

Frequently Asked Questions

How does the tool calculate tax liabilities? +

The analyze_stock_trade tool compares your purchase and sale dates. If the holding period is less than one year, it applies the shortTermTaxRate; otherwise, it uses the longTermTaxRate you provided.

Can I calculate complex options spreads? +

Yes, using evaluate_options_strategy, you can input a JSON array of multiple legs (calls or puts) to find the break-even price and risk/reward ratio for vertical spreads and other multi-leg strategies.

How do I manage my portfolio risk? +

You can use plan_position_size to determine exactly how many units to buy. By providing your total portfolio value and a stop-loss price, the tool calculates the number of shares that keeps your potential loss within your specified risk percentage.

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