GlidePath Money

Equity compensation

Your RSUs are real money. Track them like it.

If your employer pays you partly in company stock, it's easy to lose the thread — what's vested, what's still coming, what it's worth, and the tax that lands every time shares vest. GlidePath keeps all of it on one Equity page: RSUs (restricted stock units), stock options, and ESPP, vest by vest.

Get started See how it works

What's yours, what's coming

Add a grant and lay out its vesting schedule in a couple of clicks — or import it. See the net shares you actually hold today, valued at the latest price, kept separate from what hasn't vested yet. Vesting just means shares becoming yours to keep over time.

The tax part, in plain numbers

An estimate of what's withheld each time shares vest — federal supplemental, Medicare, Social Security, and your state — plus your realized gain when you sell, first-in-first-out, split short- vs long-term. Estimates to plan with, never tax advice.

How much rides on one company

Your paycheck and a chunk of your net worth can depend on the same stock. GlidePath shows that concentration as an honest read — and folds vested shares into net worth and your retirement plan without double-counting.

One grant, marker by marker

A real grant card from the app, shown with a fictional demo household — no finance background needed.

An RSU grant, top to bottom — what's yours, what's coming, and the tax detail on every vest.
An RSU grant card in GlidePath Money for a fictional Northwind Robotics grant, with numbered markers calling out the vested-and-held shares, the unvested shares still coming, the total grant value at the current price, and the full vesting schedule with shares withheld and the fair-market value at each vest.
  1. What's actually yours The net shares you've vested and still hold, valued at the latest price — not the headline grant number. The honest “yours today.”
  2. What's still coming Shares that haven't vested yet. Your base retirement plan leaves these out until they're real — you opt in to the upside when you want to see it.
  3. The whole grant, one number Every tranche marked to the current share price, so you always know what the grant is worth right now.
  4. Every vest, with the tax bite Each vest date shows the shares withheld for taxes and the price they vested at — the cost basis you'll need when you sell.

The tax hit, estimated for you

The two questions equity comp always raises — “how much got withheld?” and “what do I owe when I sell?” — answered with the math shown, and clearly labeled as estimates.

Withholding at vest + realized gains supplemental withholding per vest, and the FIFO gain on each sale
The realized-gains and tax panel: estimated tax withheld at each vest (ordinary income, federal, FICA, state), plus realized gains on sales split into short-term and long-term, with cost basis taken from the vest-day price.
Pick your state and the withholding estimate sharpens. Every figure is an estimate to plan with — not tax advice.

Don't get blindsided by concentration

When a lot of your money rides on one employer's stock, it helps to see it plainly — stated as an analysis, never a nudge.

Employer-stock concentration vested company stock as a share of investable assets
The employer-stock concentration panel showing vested company stock as a percentage of investable assets, with a note that it's an analysis and not advice.
It counts your liquid and retirement balances plus vested stock — with a note so you never double-count shares you've also entered elsewhere.

Bring grants in from your broker

Already have your grants in a spreadsheet or a broker export (Fidelity, Schwab, E*Trade, Merrill, and others)? Import them from a CSV — map your columns once and it's remembered next time. A grant summary or a full vesting schedule both work, and you'll see exactly what will land before anything saves. As always, the file stays on your machine; to look up a current price, the only thing sent out is the ticker symbol.

Ready to track your equity comp?

One-time price, yours to keep. Your financial files stay on your machine.

See pricing Explore the planning side

GlidePath shows estimates and assumptions so you can plan and have a sharper conversation with a tax professional. It is not tax or investment advice.