myTools
 myRecords
myRecords is your online record-keeper and portfolio-tracker for employee stock options, restricted stock, restricted stock units (RSUs), and stock appreciation rights (SARs). The record-keeper will show you only the stock grants your financial advisor has entered.
- View your grant data, including vesting and expiration dates.
- Model stock-price changes and "as of" dates to see total value and total gain.
- Sort grants by next vest date, expiration date, grant type, and other features.
- Grant information feeds our calculators and modeling tools.
- Print your grant holdings in attractive tables and charts.
 Quick-Take Calculator For Stock Options
The Quick-Take Calculator For Stock Options lets you see your option profits interactively and make projections (if you have this type of grant).
- View your net gains after taxes for exercise/sale.
- Considers tax data for your state, year-to-date Social Security, and federal tax rates.
- See and easily print the tax breakdown, with differences for nonqualified stock options and incentive stock options.
- Determine the amount of your alternative minimum tax adjustment if you exercise and hold ISOs.
- Easily model for increases and decreases in stock prices.
 Quick-Take Calculator For Restricted Stock & RSUs
The Quick-Take Calculator For Restricted Stock and Restricted Stock Units (RSUs) lets you see your restricted stock or RSU profits interactively at vesting and make projections (if you have this type of grant).
- View your net gains at vesting, whether you sell all the shares or sell shares only to pay taxes.
- Consider tax data for your state, year-to-date Social Security, and federal tax rates.
- See and easily print the tax breakdown.
- Easily model for increases and decreases in stock price.
 Quick-Take Calculator For Stock Appreciation Rights (SARs)
The Quick-Take Calculator For SARs lets you see your profits interactively and make projections (if you have this type of grant).
- View your net gains after taxes for exercise/sale in shares or cash.
- Consider tax data for your state, year-to-date Social Security, and federal tax rates.
- See and easily print the tax breakdown.
- Easily model for increases and decreases in stock prices.
 I Need The Money Calculator
The I Need The Money Calculator is a tool for stock options, restricted stock, RSUs, and SARs (your use depends on the type of grant(s) you have).
- Enter the amount of after-tax money you require for your financial goal. This dynamic tool determines whether you have enough vested options or stock appreciation rights (SARs) to exercise and sell the stock to obtain the money you need.
- It suggests which options or SARs to exercise to reach the desired net amount, using first in the calculation either the oldest options or the biggest spread.
- Special features for restricted stock let you know whether you will have enough vested shares in the future to equal the cash you need, and the price your stock must reach when short of your goals.
- Dynamically edit your stock price and "as of" date to make projections and see alternative scenarios.
- Interactive, animated pie-graphs illustrate the net gains and taxes for the dollar amount you need at the stock price and date you specify.
 Comparison Modeling Tool
The Comparison Modeling Tool helps you decide what to do with in-the-money stock options and SARs (if you have these grants). Should you exercise now or wait?
- See the future value of your stock options and stock appreciation rights (SARs).
- Compare exercising/selling vested options and SARs now to put money into an alternative investment versus waiting till the end of the option term to exercise/sell.
- Dynamically edit your stock price, "as of" date, and return on alternative investments to make projections and see various scenarios.
|
