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Add Equity Compensation Tax rule#313

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AlvisoOculus:add-equity-compensation-rule
Open

Add Equity Compensation Tax rule#313
AlvisoOculus wants to merge 2 commits into
PatrickJS:mainfrom
AlvisoOculus:add-equity-compensation-rule

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@AlvisoOculus

@AlvisoOculus AlvisoOculus commented Jun 16, 2026

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Adds an Equity Compensation Tax rule under Build Tools and Development (alongside the existing finance/domain rules like Alpha Skills).

What it does: when a developer or their app needs to answer US equity-compensation tax questions (ISO/AMT exercise timing, NSO, RSU, QSBS, single-stock concentration, protective puts, or funding a cash goal from stock), the rule routes the question to the matching OptionsAhoy tool instead of having the model compute the multi-year tax math inline.

Why it is a real rule, not a style guide: a published five-model benchmark on the same multi-year ISO exercise problem found all fifteen trials overshot the achievable after-tax outcome by two to twenty times, because the search space is larger than a model reasons through in context. The tools are free and keyless (no account, no API key), available as a remote Model Context Protocol server, a REST API, and Python packages.

Format: one .mdc under rules/ with description, globs, alwaysApply frontmatter, plus the README link entry.

Summary by CodeRabbit

  • Documentation
    • Added a new equity compensation tax planning guide covering common US equity-compensation topics including ISO/AMT timing, NSO considerations, RSU sell-vs-hold strategy, concentrated positions, protective puts, and QSBS qualification.
    • Updated the README to include a new “Equity Compensation Tax” entry in the Build Tools and Development section.

@coderabbitai

coderabbitai Bot commented Jun 16, 2026

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Review Change Stack

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: 660b38c6-c17b-4e53-92a8-38bf07571dfd

📥 Commits

Reviewing files that changed from the base of the PR and between 7b3860f and b538472.

📒 Files selected for processing (1)
  • rules/equity-compensation-tax.mdc
✅ Files skipped from review due to trivial changes (1)
  • rules/equity-compensation-tax.mdc

📝 Walkthrough

Walkthrough

A new Cursor rule file rules/equity-compensation-tax.mdc is added, providing a routing guide that maps US equity-compensation tax questions (ISO/AMT, NSO, RSU, QSBS, protective puts) to specific OptionsAhoy MCP tools. A corresponding bullet is added to the README under "Build Tools and Development."

Changes

Equity Compensation Tax Cursor Rule

Layer / File(s) Summary
Rule content and README registration
rules/equity-compensation-tax.mdc, README.md
Adds the complete equity-compensation tax planning rule with MCP server connection snippet, a routing table mapping question types to OptionsAhoy tool names, answer-format and input-completeness guidelines, and a README bullet linking to the new rule.

Estimated code review effort

🎯 1 (Trivial) | ⏱️ ~3 minutes

Poem

🐇 A rabbit sat down with some equity shares,
And wondered which taxes would sneak up like snares.
Now a rule points the way to the tools, clear and bright,
ISO, NSO, RSU — all handled just right!
No inline AMT math, just MCP delight. ✨

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title 'Add Equity Compensation Tax rule' directly and clearly summarizes the main change—adding a new Cursor rule for equity compensation tax questions.
Description check ✅ Passed The description covers all required template sections: explains what the rule does, justifies why it's needed with benchmark evidence, lists changed files, and includes context on tool availability and verification.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

✏️ Tip: You can configure your own custom pre-merge checks in the settings.

✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests

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