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Our independent and unbiased expertise can help you maximize the wealth-building power of stock options, restricted stock, RSUs, stock appreciation rights, and ESPPs.

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In addition to freely available content and tools, myStockOptions.com offers Premium Membership for full access to our entire award-winning website. See the benefits of Premium Membership below, and take a look at who subscribes to Premium Membership.

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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
750+ exclusive FAQs that
thoroughly cover 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
Continuing-education self-study courses for CFP and CEP credits
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

SUBSCRIBERS HAVE IT ALL

Premium Membership gives you full access to our whole site. One year of Premium Membership for one user costs $189. Discounts are available for bulk Premium Memberships, starting at $756 for five users (substantial discounts are available for company-wide licensing). In addition, we offer licensing and custom websites for companies and financial institutions.

  • Engaging, clearly written articles by our staff and other leading experts in financial planning, taxation, securities law, and many other areas

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

  • 750+ 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 (advisors needing an easy way to track and model stock grants for multiple clients will want to consider myStockOptions.com Pro)

  • 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 premium content that is most useful to you and choose to receive email alerts whenever this content is updated or revised

or