Employee with RSUs
Vesting, withholding, sell-to-cover and concentration risk modeled to the dollar.
Use cases
The same twin, shaped by whoever it belongs to and whatever their year is asking of them.
Vesting, withholding, sell-to-cover and concentration risk modeled to the dollar.
Options, exercises, dilution, liquidity events and the tax timing that decides outcomes.
Portfolio-wide risk, correlation with your income, and harvesting opportunities.
Residency, treaty relief and sourcing rules tracked across every year you worked.
Shared goals, joint obligations, education planning and protection in one model.
Drawdown sequencing, longevity risk and tax-efficient withdrawals.
First salary, first equity, first mortgage — with the twin already learning.