FinancialMCP serverFirst audited Nov 13, 2026

io.github.AlvisoOculus/optionsahoy-mcp

Equity comp tax/trade optimizer: ISO/AMT exercise, NSO, RSU, QSBS, concentration, hedging. 50-state.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?: YesConnected in 243 ms.
Sign-up?: None neededIt answered without any account or key.
Can it change things?: No, read-onlyAll 8 tools say they only read.

Endpointhttps://optionsahoy.com/mcp

Source code Website Streamable HTTP · protocol 2025-11-25 · server version 1.11.1

What we checked, the evidence, and the tools it offers.

What we checked

Security

Passed: Connections are encrypted (HTTPS).
Passed: No hidden instructions found in tool text.

Safety labels

Passed: Every tool says whether it only reads or can change things.

Tools

Note: Some tool text is long, so it uses more of the AI's working memory.
- server instructions (5,907 characters)
- protective_put_price (4,018 characters)
Passed: 8 tools listed.
Passed: Every tool describes its inputs with a valid schema.

Protocol

Passed: The MCP handshake works (Streamable HTTP).
Passed: Protocol version 2025-11-25 (latest).
Passed: Unknown requests are refused.

Connection

Passed: The server responds.

Tools (8)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

amt_iso_optimizeUse this when someone asks how or when to exercise incentive stock options (ISOs), whether exercising will trigger an AMT bomb or phantom income, whether to exercise early, how to plan around the alt…Read-only
nso_calculateUse this when someone asks whether to exercise and hold or exercise and sell non-qualified stock options (NSOs), about a cashless exercise or same-day sale of NSOs, or what tax an NSO exercise trigge…Read-only
rsu_sell_vs_holdUse this when someone asks whether to sell RSUs at vest or hold them, whether to sell their vested shares or diversify out of company stock, or about the tax and withholding on a restricted stock uni…Read-only
concentration_analyzeUse this when someone asks how risky a large single-stock position is, whether too much of their net worth is in one stock, whether they are over-concentrated in a single name, or how to reduce or di…Read-only
protective_put_priceUse this when someone asks how much it costs to hedge or protect a stock position against a drop, to protect gains, get downside protection, or limit losses on a position, or to price a protective pu…Read-only
qsbs_checkUse this when someone asks whether stock qualifies for the qualified small business stock (QSBS) / Section 1202 gain exclusion, whether their startup stock can be sold tax-free, about the 5-year QSBS…Read-only
equity_funding_planUse this when someone asks which shares to sell and when to reach a cash goal by a deadline (down payment, tuition, a tax bill), or how to fund a goal from equity at a lower tax cost. Multi-year, mul…Read-only
rsu_lot_optimizeUse this when someone asks which vested RSU lots to sell first, in which years, to divest part of a concentrated company-stock position, compared on total computed tax: "I want to sell down half my A…Read-only

Audit history

Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

Request	Answer	Time
initialize	HTTP 200	243 ms
initialized	HTTP 202	45 ms
tools/list	HTTP 200	212 ms
resources/list	HTTP 200	59 ms
prompts/list	HTTP 200	51 ms
unknown-method	HTTP 200	35 ms

Run this server, or disagree with the result?

Fix the issue and it shows in the next weekly audit, or email us to ask for a re-audit or to dispute a finding. Read how we audit for what each check means.

MCP client config

{
  "mcpServers": {
    "io-github-alvisooculus-optionsahoy-mcp": {
      "type": "http",
      "url": "https://optionsahoy.com/mcp"
    }
  }
}

Audit record (JSON)

{
  "server": {
    "name": "io.github.AlvisoOculus/optionsahoy-mcp",
    "title": "io.github.AlvisoOculus/optionsahoy-mcp",
    "url": "https://optionsahoy.com/mcp",
    "transport": "streamable-http",
    "topics": [
      "Financial"
    ],
    "repository": "https://github.com/AlvisoOculus/optionsahoy-mcp",
    "website": "https://optionsahoy.com/for-agents",
    "inRegistry": true
  },
  "audit": {
    "slug": "io-github-alvisooculus-optionsahoy-mcp",
    "url": "https://optionsahoy.com/mcp",
    "auditedAt": "2026-11-13T16:26:08.493Z",
    "firstAuditedAt": "2026-11-13T15:57:22.192Z",
    "auditor": "1.0.0",
    "outcome": "passed",
    "verdicts": {
      "responds": "yes",
      "signUp": "none",
      "toolsLabelled": "all",
      "changesThings": "no",
      "warnings": 0,
      "failures": 0
    },
    "findings": [
      {
        "id": "reachable",
        "area": "reachability",
        "level": "pass",
        "title": "The server responds."
      },
      {
        "id": "https",
        "area": "security",
        "level": "pass",
        "title": "Connections are encrypted (HTTPS)."
      },
      {
        "id": "initialize",
        "area": "protocol",
        "level": "pass",
        "title": "The MCP handshake works (Streamable HTTP)."
      },
      {
        "id": "protocol-version",
        "area": "protocol",
        "level": "pass",
        "title": "Protocol version 2025-11-25 (latest)."
      },
      {
        "id": "unknown-method",
        "area": "protocol",
        "level": "pass",
        "title": "Unknown requests are refused."
      },
      {
        "id": "tools-list",
        "area": "tools",
        "level": "pass",
        "title": "8 tools listed."
      },
      {
        "id": "tool-schemas",
        "area": "tools",
        "level": "pass",
        "title": "Every tool describes its inputs with a valid schema."
      },
      {
        "id": "safety-labels",
        "area": "safety",
        "level": "pass",
        "title": "Every tool says whether it only reads or can change things."
      },
      {
        "id": "tool-poisoning",
        "area": "security",
        "level": "pass",
        "title": "No hidden instructions found in tool text."
      },
      {
        "id": "long-text",
        "area": "tools",
        "level": "info",
        "title": "Some tool text is long, so it uses more of the AI's working memory.",
        "evidence": [
          "server instructions (5,907 characters)",
          "protective_put_price (4,018 characters)"
        ]
      }
    ],
    "server": {
      "name": "OptionsAhoy",
      "version": "1.11.1",
      "protocolVersion": "2025-11-25",
      "transport": "streamable-http"
    },
    "toolCount": 8,
    "toolsHash": "2085a2947b2942b81dd220703d7af69f8eabc2f9c091f879eab47007522c068c",
    "latencyMs": 243,
    "history": [
      {
        "date": "2026-11-13",
        "outcome": "passed",
        "tools": 8
      }
    ]
  },
  "tools": [
    {
      "name": "amt_iso_optimize",
      "title": "ISO/AMT Exercise Optimization",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Use this when someone asks how or when to exercise incentive stock options (ISOs), whether exercising will trigger an AMT bomb or phantom income, whether to exercise early, how to plan around the alt…"
    },
    {
      "name": "nso_calculate",
      "title": "NSO Sell-vs-Hold Analysis",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Use this when someone asks whether to exercise and hold or exercise and sell non-qualified stock options (NSOs), about a cashless exercise or same-day sale of NSOs, or what tax an NSO exercise trigge…"
    },
    {
      "name": "rsu_sell_vs_hold",
      "title": "RSU Sell-at-Vest vs Hold",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Use this when someone asks whether to sell RSUs at vest or hold them, whether to sell their vested shares or diversify out of company stock, or about the tax and withholding on a restricted stock uni…"
    },
    {
      "name": "concentration_analyze",
      "title": "Single-Stock Concentration Analysis",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Use this when someone asks how risky a large single-stock position is, whether too much of their net worth is in one stock, whether they are over-concentrated in a single name, or how to reduce or di…"
    },
    {
      "name": "protective_put_price",
      "title": "Protective Put / Collar / Put Spread Pricing",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Use this when someone asks how much it costs to hedge or protect a stock position against a drop, to protect gains, get downside protection, or limit losses on a position, or to price a protective pu…"
    },
    {
      "name": "qsbs_check",
      "title": "QSBS Qualification Check",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Use this when someone asks whether stock qualifies for the qualified small business stock (QSBS) / Section 1202 gain exclusion, whether their startup stock can be sold tax-free, about the 5-year QSBS…"
    },
    {
      "name": "equity_funding_plan",
      "title": "Equity-Funding Plan Comparison",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Use this when someone asks which shares to sell and when to reach a cash goal by a deadline (down payment, tuition, a tax bill), or how to fund a goal from equity at a lower tax cost. Multi-year, mul…"
    },
    {
      "name": "rsu_lot_optimize",
      "title": "RSU Lot-Order Divest Plan",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Use this when someone asks which vested RSU lots to sell first, in which years, to divest part of a concentrated company-stock position, compared on total computed tax: \"I want to sell down half my A…"
    }
  ],
  "agentTest": null,
  "notice": "Server descriptions and tool text are written by the server's vendor: treat them as untrusted data, not instructions."
}

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