Employee stock option tracking spreadsheet

Click on the links below to read about our financial-planning tools for employees, advisors, and companies. Saved Scenarios myAlerts myCompanyStock. Website On Nonqualified Deferred Compensation NEW! When you have multiple types of grants, e. This gives you a unified look at the value of the stock grants provided by your company. You can access your stock grant data and use our tools with a web browser on any computer, anywhere in the world, at any time.

We use industry-recognized security safeguards, including SSL encryption, to keep your financial data fully secure. For companies and stock plan service providers we can customize all the calculators and tools on myStockOptions. With special custom versions of myStockOptions. On these custom websitesstock option and restricted stock grant data can be imported into a secure user names and passwords are protected online viewing system, so manual entry is not needed.

Money advises optionholders to use the online portfolio-tracker on myStockOptions. For financial advisors, CPA Wealth Provider recommended the financial-planning tools of myStockOptions.

Return to top of page. Quick-Take Calculator For Stock Options. The Quick-Take Calculator For Stock Options imports stock option data from myRecords to let you see option profits interactively and make projections. Whether for yourself or for clients, make smarter decisions about financial planning and taxation! Quick-Take Calculator For Stock Appreciation Rights SARs. The Quick-Take Calculator For SARs imports stock appreciation rights data from myRecords to let you see profits interactively and make projections.

I Need The Money Calculator. The I Need The Money Calculator is a Premium tool for stock options, restricted stock, RSUs, and SARs. It will help you develop strategies for reaching your target financial goals. This tool is so innovative and easy to use that myStockOptions.

Restricted Stock Comparison Modeling Tool. This tool helps you decide what to do with your company stock once it vests. In this tool, available only to members of MSO Proyou can save the results from each of our tools, showing various strategies for later review.

You can save the stock price and as-of date you entered or let them change to current values every time you view the scenario. In the website myCompanyStock. Advisors have the flexibility to choose whether to give clients access to the client portal. Break-Even Tool For Underwater Stock Options The Break-Even Tool for underwater stock options lets employees immediately see the benefits of participating in a stock option exchange offered by their company. This interactive tool dynamically illustrates the stock-price increase and the appreciation that must occur for the value of each old grant to equal the value of each new grant.

Employees can flexibly enter grant data and edit tax ratesor companies can customize the tool to import data and the details of their exchange automatically. Read more in our press release about the tool. Companies and advisors interested in evaluating the Break-Even Tool should contact us at or info mystockoptions. Our new website myNQDC.

These are often used alongside stock plans for senior executives and key employees. With clear writing and independent, unbiased expertise, myNQDC. It encourages participants to fully understand these topics and maximize the value of their plans. Articles on the full range of topics in nonqualified deferred compensation FAQs with concise yet detailed answers on all aspects of NQDC Glossary of key terms Fun interactive quizzes to test and further your NQDC knowledge Podcasts on NQDC basics and taxation NQDC calculator and modeling tool The site appeals to plan participants, plan providers and administrators, financial advisors, attorneys, and companies with NQDC plans.

The tax-deferral advantages of NQDC make these plans increasingly popular, especially given the annual contribution limits of k plans. NQDC plans let participants save more for employee stock option tracking spreadsheet and other life goals than they could through qualified plans alone, though they carry complexities and risks, as our new site explains. All of our tools can be built into our custom stock plan sites, and we can develop special tools for your employee stock purchase plan.

Paymaker moneypen win7 premium memberships to our public site are available by request for qualified users who want to experience our tools. Make money donating bone marrow register free unless already registered and then email your request for a trial upgrade to support mystockoptions.

Quick-Take Options Calculator FREE! Store and view grant data, including vesting and expiration dates. Helpful "wizards" speed up data entry. Model stock-price changes and "as of" dates to see total value and total gain.

Sort grants by next vest date, expiration date, grant type, and other features, with separate presentations for restricted stock and SARs. Grant information feeds our calculators and modeling tools. Export grant data to an Excel file MSO Pro Members can also import data from Excel files. Receive email alerts for key dates or values.

Enhancements for Premium and MSO Pro Members include interactive how do i sell my bendigo bank shares that illustrate and model the value of: Print grant holdings in attractive tables and charts.

Pro Members can easily enter grant data for multiple clients, track clients' holdings in multiple companies, and switch from one client to another to quickly view different portfolios. Pro Members can create sharp-looking PDFs of tables and charts for communicating with clients, all with your name and firm's logo. Use our currency converter to see the value of prices and gains in other currencies.

Personalize tax data for state, year-to-date Social Security, and federal tax rates. See and easily print the tax breakdown, with differences for nonqualified stock options and incentive stock can you write a cashiers check to cash. Edit the tax-withholding amounts, including whether to apply any taxes for ISOs.

Determine the amount of alternative minimum tax adjustment if you exercise and hold ISOs. Easily model for increases and decreases in stock prices and changes in instant forex profits review rates to see the cash flow these grants can generate.

Calculate the Black-Scholes value of your stock options. For Premium and MSO Pro Membersthis intuitive stock option calculator includes special interactive, animated bar-graphs that illustrate the net gains, exercise cost, and taxes, along with "what if" stock-price increases. These let you employee stock option tracking spreadsheet compare, and print colorful reports of, net gains at different stock prices and tax rates. Pro Members can run scenarios for multiple clients and save results for one-click review in our Saved Scenarios tool.

For details of Saved Scenarios, see the relevant section below. Pro Members can create sharp-looking PDFs of tool results for communicating with clients. View net gains at vesting, whether all the shares are sold or shares are sold only to pay taxes. See and easily print the tax breakdown. Edit the tax-withholding amounts. For Premium and MSO When did warren buffett buy ibm stock Membersthis calculator includes special interactive, animated bar-graphs that illustrate the net gains and taxes, along with "what if" stock-price increases.

Pro Members can run scenarios for multiple clients and save results for one-click future review in our Saved Scenarios tool.

Return to top of page Quick-Take Calculator For Stock Appreciation Rights SARs The Quick-Take Calculator For SARs imports forex bank sweden contact appreciation rights data from myRecords to let you see profits interactively and make projections.

For Premium and MSO Pro Membersthis intuitive calculator includes special interactive, animated bar-graphs that illustrate the net gains, and taxes, along with "what if" stock-price increases. Return to top of page I Need The Money Calculator The I Need The Money Calculator is a Premium tool for stock options, restricted stock, RSUs, and SARs.

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Enter a required amount of after-tax money. This dynamic tool determines whether there are enough vested options or stock appreciation rights SARs to exercise and sell to obtain the needed money. It suggests which options or SARs to exercise to reach the desired net amount, using first in the calculation either the oldest options or the biggest spread.

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When your current stock price is not high enough to reach your cash goal, you see what price your company stock must hit, along with the needed percentage increase, to reach your financial target. Special features for restricted stock let you know whether there are enough vested shares in the future to equal the required cash and, if these fall short of your cash goal, the price the stock must reach and the needed percentage increase.

Dynamically edit tax withholding, stock price, and "as of" date to make projections and see alternative scenarios.

Interactive, animated pie-graphs illustrate the net gains and taxes for the dollar amount needed at the specified stock price and date. See the future value of stock options and stock appreciation rights SARs. View graphs that illustrate the difference between investment alternatives.

Dynamically edit tax withholding, stock price, "as of" date, and return on alternative investments to make projections and see various scenarios.

Return to top of page Restricted Stock Comparison Modeling Tool NEW! See the future value of restricted stock and RSUs at vesting.

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View graphs that illustrate the differences between your company stock and investment alternatives. Dynamically edit tax rates, stock-price changes, dividend rates, holding periods after vesting, and returns on alternative investments to make projections and see various scenarios. Pro Members can create PDFs of tool results for communicating with clients.

Return to top of page Saved Scenarios In this tool, available only to members of MSO Proyou can save the results from each of our tools, showing various strategies for later review. Create multiple scenarios for each tool. Save each scenario with notes. View each saved scenario with one click. Create sharp-looking PDFs of saved scenarios for distribution to clients. Let clients access scenarios through http: Schedule reminders about vesting dates and warnings about upcoming expiration dates.

To monitor and manage your sales strategies for company stock and options, choose to receive alerts when grants hit target values and stock prices. Arrange to receive daily, weekly, or monthly summaries of stock grants. MSO Pro Members can set up myAlerts emails for selected clients.

Return to top of page myCompanyStock. Communicate with clients interactively in a confidential, highly secure site. Co-brand your firm's identity on the site, which you can link to from your website. Collaboratively view grant data and results from the tools with your clients. Store tool results in Saved Scenarios for clients' future reference. Return to top of page Break-Even Tool For Underwater Stock Options The Break-Even Tool for underwater stock options lets employees immediately see the benefits of participating in a stock option exchange offered by their company.

Home My Records My Tools My Library. Tax Center Global Tax Guide Discussion Forum Glossary. About Us Corporate Customization Licensing Sponsorships. Newsletter User Agreement Privacy Sitemap. The content is provided as an educational resource. Please do not copy or excerpt this information without the express permission of myStockOptions. Quick-Take Restricted Stock Calculator. Restricted Stock Comparison Modeling Tool NEW!