Search
Go to the myStockOptions.com homepageTrack your stock options, restricted stock, and SARsCalculators and modeling toolsBookmark your favorite contentView and manage your client list
Tax Center Global Tax Newsletter Glossary Discussion About MSO Home Sign In Register Visit our Tax Center Prevent Tax Mistakes! Visit our Tax Center
   
   About Us   
  
Products & Services   
  
Corporate Services   
  
Licensing   
  
Financial Advisors & Wealth Managers   
  
Stock Plan Service Providers   
  
Advertising & Sponsorship   
  
User Information   
  
Who Subscribes?   
  
Compare Free & Premium Membership   
  
Pro Membership   
  
Privacy Policy   
  
User Agreement   
  
Company Information   
  
Editor's Welcome   
  
Mission   
  
Contact Information/
Location
  
  
Staff   
  
Founders   
  
Board of Directors   
  
Advisory Board   
  
Media   
  
Press Clippings   
  
Press Releases   
 

myStockOptions.com is a 2007 CPA Wealth Provider award winner
    
Compare Free & Premium Membership

Our independent and unbiased expertise can help you maximize the wealth-building power of stock options, restricted stock, restricted stock units, stock appreciation rights, and employee stock purchase plans.

   Email this content

Print this page

Back to previous page


"Great site, very user-friendly, and awesome functionality."
Manoj J., user

Our site helps you make smarter decisions about your stock compensation, financial planning, and tax strategies. We offer two levels of access for individuals (see the chart below), in addition to licensing and custom websites for companies and financial institutions.

Financial and wealth advisors who track and model stock grants for multiple clients will want to consider myStockOptions.com Pro, a special version of Premium Membership. Along with the ability to store many client records for use in the tools, Pro includes innovative tools for communicating with clients.

Compare Features Free
Registration

MSO+
Premium Membership

Content
Selected articles and FAQs
Glossary of essential terms
Interactive quizzes to test your knowledge of equity compensation
Full Tax Center that will help you understand tax basics, withholding
rules, and filing rules; annotated
examples show you how to report
your gains on Schedule D
All the exclusive articles by our
staff and other leading experts in
financial planning, tax and securities
law, and stock-based pay
670+ exclusive FAQs that
encapsulate all aspects of equity compensation, from the basics to sophisticated financial-planning
strategies
Global Tax Guide to taxation of
stock-based pay in many countries
Tools

myRecords Portfolio Tracker for
stock options, restricted stock/RSUs,
and SARs

myAlerts email notices on vesting,
expiration, and target values

Quick-Take Calculator
For Stock Options
Quick-Take Calculator
For SARs
Quick-Take Calculator
For Restricted Stock
I Need The Money Calculator
Graphing in the calculators
and myRecords
Comparison Modeling Tool
Services
Discussion Forum for sharing knowledge and experiences
with other users
Ask The Experts archive of
helpful answers to your questions
myLibrary: bookmark content
and receive email updates

See who becomes a Premium Member.

1.

"You folks have built an extraordinary site of which you should be proud. Where have you been all of my golden-handcuffed life?"
Microsoft employee

REGISTER. Gain free access to:

  • selected FAQs and articles on the basics of equity compensation
  • glossary of essential terms related to stock options, employee stock purchase plans, restricted stock, restricted stock units, stock appreciation rights, financial planning, and taxation
  • Ask the Experts archive of answers by our experts to selected questions from users
  • basic features of the myRecords portfolio-tracker, which stores your grant data and lets you model stock-price changes and "as of" dates
  • basic features of the Quick-Take Calculator, which lets you easily compare your net gains at different stock prices and tax rates for stock options
  • links to articles on stock options, restricted stock, and ESPPs that have caught our eye
  • discussion board, where you can compare experiences with other optionholders
  • substantive opt-in email newsletter
Secure transactions for myStockOptions.com are protected by a Thawte certificate to ensure secure transmission of your personal data.

MSO+ indicates our premium award-winning and dynamic educational content and tools.

2. UPGRADE to MSO+ Premium Content & Tools. Premium Membership gives you access to all of the above plus many more features. One year of Premium Membership for one user costs $189. Discounts are available for bulk Premium Memberships, starting at $756 for five users. Contact sales@mystockoptions.com.

  • Engaging, current, and comprehensive exclusive articles by our staff and other leading experts in financial planning, tax and securities law, and stock-based pay

    "Thanks for building a truly value-added site. Amid all the partially informed, opinionated fodder on the internet, I found your site salient and on point."
    Premium Member

  • 670+ FAQs that encapsulate all aspects of equity compensation, from basic concepts to sophisticated financial planning strategies
  • Tax Center that will help you understand tax basics and the withholding, reporting, and filing rules that apply to stock options, restricted stock, and ESPPs
  • Global Tax Guide to the taxation of stock options in 26 nations
  • interactive pie-graphs of our myRecords portfolio-tracker; myRecords stores grant data, showing the value of vested and unvested stock options, stock appreciation rights, restricted stock, and restricted stock units, and lets you model stock-price changes and "as of" dates
  • with myAlerts, choose to receive grant alerts on upcoming vesting and expiration dates and target values.
  • animated, interactive bar-graphs of our Quick-Take Calculator for Stock Options, which lets you easily compare your net gains at different stock prices and tax rates for both stock options and restricted stock
  • the Quick-Take Calculator for Restricted Stock, which lets you see your restricted stock (or RSU) profits interactively at vesting
  • the Quick-Take Calculator for SARs, which imports data on stock appreciation rights from myRecords to let you see your profits interactively and make projections
  • I Need The Money Calculator, in which you enter the after-tax cash you require and learn whether you have enough vested options or restricted stock to obtain it
  • Comparison Modeling Tool, which lets you explore ways of maximizing your stock profits
  • myLibrary, in which you can bookmark the MSO+ Premium content that is most useful to you and choose to receive email alerts whenever this content is updated or revised

or