Equity Optimizer

Know what exercising your stock options will cost before you do it.

Enter your salary and your ISO grant. See this year's alternative minimum tax, the cash you need, and how many shares you can exercise without paying AMT at all.

A worked example
Single filer earning $200,000 exercising 4,000 ISOs at a $1 strike while the shares are worth $16.
AMT this year
$7,440
Cash needed in total
$11,440
Shares with no AMT at all
2,092
2026 tables

What the calculator shows

AMT this year
The extra federal tax an ISO exercise triggers, from the published IRS tables, with every figure explained.
Your no-AMT limit
The most shares you can exercise this year without owing any AMT, found exactly rather than estimated.
Cash needed
The strike price you pay plus the extra tax, so you know what to set aside.
Private by design
Your salary and grant details never leave your device. There is no account, and nothing is stored on a server.
Plan several years ahead
The planner compares five exercise strategies over several years within your cash budget, then simulates thousands of company outcomes to show the chance you lose the cash you put in.