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 & Negotiation
- Hiring
- Termination
- Consultants & Contractors
Life Events
- Retirement
- Retirement Plans
- College Funding
- Divorce
- Disability
- Death
- Death Taxes
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

Tour the innovative features of MSO Pro:

Switch easily between clients
Receive email alerts about upcoming grant events
Track and model grants for multiple clients
Save tool results
View potential gains
Compare stock prices and taxes
Share data with clients in a special portal
Generate reports with your logo
Schedule grant alerts for clients
Create logoed PDFs for clients

Switch easily between clients

Switch between clients easily in all our tools, and create PDFs with your name, firm, and logo

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Receive email alerts about upcoming grant events

Receive timely alerts about vesting and expiration dates, target values, and stock prices.

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Track and model grants for multiple clients

Track and model grants for multiple clients

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Save tool results

Save tool results as "scenarios" you can view again with one click

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View potential gains

View potential investable gains, reported by client and by ticker

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Compare stock prices and taxes

Compare gains at different stock prices and tax rates

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Share data with clients in a special portal

Use a special client portal at myCompanyStock.com to share data and tool results your clients

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Generate reports with your logo

Send your clients reports headed with your firm's name and logo

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Schedule grant alerts for clients

Communicate proactively with clients by scheduling email grant alerts to notify them of key dates and values.

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Create logoed PDFs for clients

Create PDFs of our articles and FAQs with your firm's name and logo

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