The StockOpter Equity Compensation Analysis Platform helps Employees and Advisors to illustrate the value and risks of awards including employee stock options, restricted stock units (RSUs), performance grants and employee stock purchase plans (ESPPs).

In addition, our tool helps users to understand the financial impact of these awards, including the potential gains or losses based on the company’s stock price and historical volatility. It also tracks vesting schedules, expiration dates and cost basis for calculating tax implications.

Key Features: 

  • Equity Award Tax Planning
  • Equity Award Risk Analysis
StockOpter Products: for Advisors

For Advisors

StockOpter Products: for Recipients

For Recipients

Enables financial advisors to provide equity compensation recipients with guidance by calculating pre-tax and after-tax values, analyzing risk and modeling strategies.Enables “do-it-yourselfers” to analyze their equity compensation positions and make informed exercise and sell decisions.
Learn More About StockOpter for AdvisorsLearn More About StockOpter for Recipients