One screen, one honest total. Live prices roll your whole portfolio up to a single number — then split it into vested, unvested, and what you’d actually keep after taxes.
Drag a slider and watch the whole portfolio reprice in real time — including options crossing their strike and flipping into the money. Arithmetic, not prophecy.
Every tranche across every grant, grouped by month, so the next twelve months of your compensation read like a calendar — because they are one.
RSUs, ISOs, NSOs, and ESPP — public or private. Cliffs drawn honestly, every vest event listed, and custom schedules when your paperwork doesn’t match the textbook.
Ticker, share count, schedule. Standard 4-year-with-a-cliff is one tap; custom schedules welcome.
Vested, unvested, and after-tax — computed instantly, at today’s price, on your phone.
Vestfolio watches the calendar and the price. You get a quiet reminder when the next tranche lands.
One subscription, every feature. Cancel anytime in your Apple account settings.
3-day free trial on both plans. After the trial, the subscription auto-renews until cancelled.
No. Vestfolio is a calculator: it does arithmetic on numbers you enter, using flat tax rates you control. It never recommends buying, selling, holding, or exercising anything. For decisions, talk to a CPA or advisor — the app will tell you the same thing.
RSUs, ISOs, NSOs, and ESPP, for public and private companies. Standard schedules (like 4-year with a 1-year cliff) are one tap; fully custom schedules are supported too. Options are shown at intrinsic value, and after-tax estimates are RSU-only — anything more would be pretending.
Live quotes from a market-data provider, cached on your device with a clear “as of” timestamp, so the app works fully offline. Private-company grants use whatever share price you enter — typically your latest 409A.
Two things: what you type in the ticker-search field (to look up a price), and purchase receipts (to Apple and our subscription processor). Never your share counts, values, grants, or tax settings. The privacy policy is short and written in plain English.
Vestfolio is live on the App Store for iPhone (iOS 17 or later), with a 3-day free trial.