RsuLotOptimize
RSU lot-order divest plan: which lots to sell, on which dates, at the lowest computed tax
Given vested RSU lots (vest date, shares, cost basis), a current price, and a divest fraction, chooses which lots and which sale dates minimize total tax to divest the target share count. Three levers: specific-lot identification, long-term deferral, and multi-year bracket spreading with in-plan capital-loss carryforward. Flat-price assumption (no growth model). Returns the year-by-year sell schedule, total tax (federal LTCG + NIIT + state), the saving versus a first-in-first-out (FIFO) sell order on the same schedule, a 1/2/3-year horizon trade-off, and per-lot deferral callouts.
post/api/v1/rsu-lot-order
Request
- Base URL: https://optionsahoy.com
- URL: https://optionsahoy.com/api/v1/rsu-lot-order
- Auth: none declared
Request body
Response
Successful rsu_lot_optimize result.
Changes
No recorded changes to this operation across all 1 revision of this API.