NSO

NSO exercise tax + sell-vs-hold

Computes the after-tax payout on a non-qualified stock option (NSO) exercise: federal, state, FICA (Social Security + Medicare + Additional Medicare). Compares selling at exercise vs. holding for long-term capital gains across the chosen horizon.

post/api/v1/nso

Request

  • Base URL: https://optionsahoy.com
  • URL: https://optionsahoy.com/api/v1/nso
  • Auth: none declared

Request body

sharesinteger required
strikenumber required
currentPricenumber required
ordinaryIncomenumber required
filingStatus'single' | 'married_joint' | 'head_household' required

United States federal filing status.

stateCodestring required

Two-letter United States state code (e.g. CA, NY, TX).

stillEmployedboolean required

FICA applies only when true.

holdYearsnumber required

Hold horizon. Sub-1-year is short-term and out of scope.

haircutnumber

Volatility-drag haircut on expectedSalePrice. Either this OR volatility is required; if both are supplied, haircut wins.

volatilitynumber

Annualized volatility (sigma). Either this OR haircut is required; if both are supplied, haircut wins. Derived haircut = 1 - exp(-(sigma^2 / 2) * holdYears).

tickerstring

Optional public-stock symbol (e.g. "NVDA"). When set, the API substitutes the ticker's trailing CAGR for any unsupplied expected-return / sale-price field instead of requiring the caller to invent one. ~90 symbols covered; unknown tickers fall through to 'required field' 400 errors.

holdFunding'sell-to-cover' | 'cash' required

Response

Successful nso_calculate result.

oktrue required

Changes

No recorded changes to this operation across all 1 revision of this API.