Introducing myStockOptions.com Pro

Track your stock options, restricted stock, and SARs

Basics
- Core Concepts
- Benefits
- Grants
- Vesting
- Exercise
- Sales
- Valuation & Expensing
- Alternatives
- Underwater Options
NQSOs
- Basics
- Taxes
- Taxes Advanced
ISOs
- Basics
- Limits
- Taxes
- Taxes Advanced
- AMT
- AMT Advanced
ESPPs
- Basics
- Rules
- Advanced
- Taxes
- Taxes Advanced
Restricted Stock
- Basics
- Advanced
- Restricted Stock Units
- Performance Shares
- Taxes
- Taxes Advanced
- Section 83(b)
SARs
- Basics
- Taxes
Financial Planning
- Strategies
- Advanced Strategies
- Diversification
- High Net Worth
- Estate Planning
- Gifts
- Dividends
- Year-End Planning
Job Events
- Job Search and Negotiation
- Hiring
- Termination
- Consultants and Contractors
Life Events
- Retirement
- Retirement Plans
- College Funding
- Divorce
- Death
- Death Taxes
- Disability
M&A
- Basics
- Impact
- Taxes
SEC Law
- Basics
- Insider Trading
- Rule 10b5-1 Trading Plans
- Rule 144
- Section 16
Pre-IPO
- Basics
- Early Exercise Options
- Going Public

JOIN MSO PRO!

MSO Pro Features

Introduction

Key Features

Compare to Premium

Pricing

Up to 5 clients for $359

Up to 10 clients for $595

Up to 25 clients for $895

Special rates for firm-wide licenses and advisor teams.

Screenshots

View Clients' Grants

Receive Grant Alerts

Easily Add Clients

Create & Save Scenarios

Track Clients' Gains

Model Multiple Outcomes

Client Reporting

Special Client Portal

Reports for Clients

Grant Alerts For Clients

Articles/FAQs For Clients

Demo

We're ready to give you a personalized tour of MSO Pro right over the web.
Just email info@mystockoptions.com or call 617-734-1979 (9am-5pm ET)

Requirements

You can access MSO Pro at any time, wherever you have internet access with a modern web browser.

Security

We utilize industry-recognized security safeguards including SSL encryption to keep your financial data fully protected and secure.

Tracking, modeling, and client communications for financial advisors

MSO Pro is our special membership level for financial advisors, wealth managers, CPAs, stock plan managers, and anyone who tracks and models equity grants for others. MSO Pro gives you the power to track and model grants for multiple clients with our award-winning record-keeper and tools, plus special features for proactive client communications and relationship building.

"Your site is a great resource and a terrific tool. I use it with my senior executive clients. Thanks for helping me look so smart!"
Wayne Carson, SVP,
BNY Mellon Wealth Management

"We are a boutique financial-planning firm and use your services to help analyze and anticipate our clients' stock options. I love your website."
Jared Roskelley
CFP, Jackson Financial Advisors

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