The templates that produce StockOpter client deliverable reports were updated on February 23, 2019.  The new "2019" templates include updated verbiage and new charts to improve the  effectiveness of the analysis.  Click the report icon below to see the updated samples.

StockOpter equity compensation risk analysis reports establish a framework for having a proactive diversification discussion with clients.  These reports provide stock plan recipients with the information they need to know to make timely, informed and prudent decisions. StockOpter's “template based” documents are highly customizable and contain information that is NOT provided via company or vendor stock plan administration platforms.

A StockOpter analysis includes concepts such as: time value, leverage, forfeit value, concentration, goal attainment, after tax value and a metric that helps determine when to exercise ones options (The Insight Ratio). Here are samples of the most common client deliverables produced by StockOpter.com:

StockOpter Sample Reports- Personal Equity Compensation Profile PDF

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The StockOpter Personal Equity Compensation Profile report is designed for individuals that have employee stock options, restricted - performance grants and company "owned" or "long" shares. This report enables individuals to make informed decisions regarding their company stock and options by valuing these holdings, illustrating risk/reward and proposing a decision framework.

For additional information to understand and explain the Stockopter Personal Equity Compensation Risk Analysis, click here to view the Sample Report Presentation Guide.


StockOpter Sample Report- RSAs ONLY Report PDF

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The StockOpter Restricted/Performance and Owned Shares Analysis is designed specifically for individuals that only have restricted stock/units or performance grants and company shares that they own outright. This report facilitates prudent diversification decisions by valuing these holdings, illustrating risk/reward and proposing a decision framework.