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MSO Basic MSO Premium MSO Pro


Free limited access to our content and tools.

Suitable for: People who want to explore our website free before subscribing.


Full access to our content and tools. Track and model stock grants.

Suitable for: Plan participants; HR, compensation, and stock plan professionals; lawyers, CFOs, and financial advisors; anyone who researches stock compensation, wants to stay current, and/or tracks and models grants for one person.


Full Premium access, plus the power to track and model grants for multiple clients! Includes special tools for client communications, education, and relationship-building.

Suitable for: Financial planners, wealth advisors, CPAs, stock plan managers; anyone who tracks and models equity grants for others.










MSO Basic gives access to:

Selected articles and FAQs
Glossary of essential terms
Basic version of myRecords, our award-winning stock compensation tracker for stock options, restricted stock, and stock appreciation rights
Quick-Take Calculator for stock options

MSO Premium gives access to everything in the Basic version, plus:

All our exclusive articles by experts in financial planning, tax and securities law, and stock compensation
750+ exclusive FAQs on all aspects of equity compensation
Tax Center on basics, withholding, and filing, with annotated examples of Schedule D and Form W-2
Self-study courses offering continuing education credits for CFPs and CEPs
Global Tax Guide to taxation of equity awards in many countries
Full version of myRecords, our award-winning stock compensation tracker for stock options, restricted stock, and stock appreciation rights
Quick-Take Calculators for stock options, restricted stock, and stock appreciation rights
I Need The Money Tool, which helps you develop a strategy to determine the stock options or SARs you need to exercise and sell by grant, or shares of restricted stock that need to vest, to reach your cash goal after taxes
Comparison Modeling Tool to help you decide what to do with your in-the-money stock options and SARs: exercise now or wait?

MSO Pro gives full Premium access, plus:

Grant tracking and modeling for multiple clients
Grants you have already entered in myStockOptions.com transfer seamlessly to MSO Pro

Client portal offering flexibility to give selected clients access to a confidential, highly secure site to see their grants and use basic tools
Co-branding of your firm's identity on the client-accessible site, which you can link to from your site

Grant alerts to remind you and your clients of important dates and target values for their grants

Calculator and modeling-tool scenarios that you can save and quickly return to
All of our exclusive articles by leading experts in financial planning, tax and securities law, and stock-based pay
670+ exclusive FAQs on all aspects of equity compensation
PDF versions of articles, FAQs, and tool results that you can give your clients
Reports on your clients, individually and in aggregate

Questions or comments? Email support@mystockoptions.com or call 617-734-1979 (9am-5pm ET)