Your workflow carries over
The StockOpter workflow you use every day,
only better.
Here is where each of these lands in Grantd. A few StockOpter capabilities aren't in Grantd yet — those are listed further down.
Quantify award values
Intrinsic, after-tax, time, option and forfeit value
→Current Value, After-Tax Value, Full Option Value (intrinsic + time) and Forfeit Value across the Holdings table and per-holding detail cards.
● LIVE
Illustrate risk
Concentration, leverage, insight ratios, goal attainment
→Concentration and Leverage tabs, a Grantd Priority Score (0–100) in place of insight ratios, and a Goals tab with status and a 5-year projection.
● LIVE
Run what-ifs & branded deliverables
Scenario modeling and client-ready reports
→Scenarios tab (–80% to +80% price modeling), a Tax Models what-if builder, Diversification modeling, and a Reports tab producing branded PDF deliverables.
● LIVE
Diversification framework
Rebalancing equity into a diversified portfolio
→A Diversification tab modeling a 5-year equity→investment rebalance with an adjustable annual rate (5–30%) and an allocation-over-time chart.
● LIVE
Monitor decision criteria
Vesting, expiration, risk/reward, concentration
→Configurable alert rules — vesting reminders, expiration reminders, concentration and Priority Score thresholds — surfaced in a Smart Feed.
● LIVE
Action Score
Prioritize what needs attention
→A Portfolio Action Score (0–100) at the client level rolls the concept up across your whole equity compensation practice, with holding-level priority scores beneath it.
● LIVE
Multi-year tax modeling
Including AMT and cash flow
→A Tax Models tab with year-by-year projections: gross income, AGI, federal/state tax, AMT, FICA, SE tax and effective rate.
● LIVE
Track 10b5-1 plans
Scheduled trading under a written plan
→A dedicated 10b5-1 Plans tab: 4-step setup wizard, scheduled trading orders, execution history, progress tracking and trading alerts.
● LIVE
