👤 Client Profile
🤖 Read a Grant Document (optional)
Uses Claude to extract grant facts from a PDF or photo of the grant letter. The document goes directly from this browser to the Anthropic API with your key — it never touches any other server. Everything extracted lands in a review form; nothing is used until you confirm it. You can always skip this and enter the grant manually below.
📜 Grants
💹 Market Data
🧮 Two-Country Tax Picture, by Year
US tax hits at vest (RSU) / exercise (options). Israeli tax under a 102 trustee plan hits at sale. This table folds every event in the tranches into calendar years for both countries so the timing mismatch is visible.
🎯 Sell-to-Credit Solver
The vest-year problem: US tax is due now, but Israel hasn't taxed anything yet, so there is no foreign tax credit to absorb it. Selling shares this year triggers Israeli tax this year, which (to the extent it is income tax on general-basket income) becomes a credit against the US bill. This solver finds the smallest whole number of shares to sell.
💾 Save / Load Case File
Work is autosaved in this browser, but the durable record is the JSON case file — export it and keep it with the client's documents. Import restores everything exactly.