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
JOIN MSO PRO!
MSO Pro 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
Client Reporting
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.
Compare membership levels

MSO Premium MSO Pro


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

All our exclusive articles by leading experts in financial planning, tax and securities law, and stock-based pay
700+ exclusive FAQs on all aspects of equity compensation
Full Tax Center with tax basics, withholding rules, filing rules, and annotated Schedule D/W-2 examples
Global Tax Guide to taxation of stock-based pay 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 with dynamic graphing 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
700+ exclusive FAQs on all aspects of equity compensation that you can send to clients with your firm's logo and name
PDF versions of articles, FAQs, and tool results that you can give your clients
Reports on your clients, individually, by company/ticker symbol, and in aggregate