This video describes the equity compensation “Portfolio” dashboard in StockOpter.com. The “Portfolio” analysis summarizes company stock and option holdings and lets StockOpter advisors and their clients run “what-ifs” on the Pre-Tax and After-Tax values. It is an effective way to compare and contrast asset group values and discuss concentration issues.
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Determining an Employee Stock Option Volatility Assumption
NOTE: Yahoo Finance made major changes to its website in June 2016. Consequently, the location of the SEC Filings described in the video has been moved. The SEC Filings can now be found under the Profile Tab on the Right Side of the page (scroll down if necessary). They are labeled Recent Events and you may […]
ESO Forfeit Value Concepts
A video describing what equity compensation recipients are really leaving on the table when they leave their company to work for another. It is more than just the in-the-money value of the unvested stock and options.
Insight and VaR Ratio Concepts
A video describing the Key Ratio Dashboard and concept on StockOpter.com. The “Insight” and the “VaR” ratios illustrate the risk v. reward and are good factors for determining when to exercise.
Equity Comp. Concentration Concepts
A video describing the “Concentration Dashboard” in StockOpter.com and the concepts it is based on. In general, equity compensation concentration is the value of company stock and options (vested & unvested) compared to all other investments.
ESO Leverage Concepts
A video describing the concept of stock option leverage using the StockOpter Dashboards. The leverage inherent in ESO results in value percentage increases greater than the percent increase in stock price.
How to use StockOpter.com to make informed decisions
This video explains how recipients of company stock and options can use StockOpter.com to make timely & informed diversification decisions.
Black Scholes Value Concepts
A StockOpter video describing the “Black Scholes Dashboard” and the concepts it is based on. Black Scholes is a methodolgy for illustrating the fair or full value of an option (In-the-Money value + Time Value)
Financial Goal Attainment Concepts
A video describing the StockOpter.com “Financial Goal Dashboard” and its concepts. In this context, goal attainment is a function of the roll that company stock and options play at different stock prices.
ESO After Tax Concepts
A StockOpter video describing the “After Tax Dashboard” and the concepts it is based on. The after tax value shows what is left to invest or spend after a stock option is exercised and sold.